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For many financial advisors, transitioning to a new broker-dealer is the capstone of their career’s first chapter. It’s the moment when all the hard work, dedication, and strategic growth culminate in an opportunity for a significant financial windfall. Like hitting every green light on your drive home, the timing and preparation align perfectly to propel you forward—faster and farther than you ever imagined.
Recent data shows that the odds are increasingly in your favor. According to Fidelity Investments’ 2023 Advisor Movement Research Study, 80% of advisors who transitioned to a new broker-dealer reported an increase in their Assets Under Management (AUM). Furthermore, 42% of these advisors saw a median increase in AUM since making their move. These numbers should give you confidence that a transition isn’t just a roll of the dice; it’s a calculated move with a high likelihood of success.
In today’s competitive market, broker-dealers are offering substantial incentives to attract top talent. These offers are among the most lucrative we’ve seen, providing a significant cash event for advisors who have carefully built their practices and are ready to make a move. By switching now, you not only secure a rewarding financial outcome but also gain access to the tools and resources that can accelerate your growth even further.
A smooth transition can feel like hitting all the green lights on the way home. When things just click and fall into place as you had hoped, the process can seem even more worthwhile. Having a transition consultant like 3xEquity on your side, from securing offers for you anonymously, through setting meetings and ultimately helping you find your best fit – all without any cost to you – can feel like a cheat code.
Each year, hundreds of advisors trust our expertise and proven processes to secure multiple offers, identify the most promising opportunities, and transition smoothly and efficiently. If you’re contemplating a move to a new broker-dealer, there’s no better time to start. Visit 3xEquity.com and let us help you hit every green light on the road to your next chapter of success.
Curious about a move?
Secure multiple offers now by completing the form below.
