On The Virtues Of Not Settling

  • Embracing Change
  • Achieving Long-Term Growth and Goals
  • Not Letting the Other Shoe Drop

Resistance to change is more or less a natural part of life. Change can be a scary thing that people go out of their way to avoid when possible and the fear of the unknown is enough to make people settle for their current situation. But settling for good enough or mediocrity is not what many advisors are looking for, thus a battle ensues between a desire to advance one’s career and our natural tendency to avoid change.

Advisors are especially known for avoiding change when it comes to making a big move to a new broker-dealer. They would rather settle for a situation that is good enough because they don’t want to deal with their fear and anxiety over the unknown as well as all the work they believe is part of making any move. As Jim Collins says, “Good is the enemy of great.” Staying with a firm that is just good enough isn’t going to be a good long-term solution for advisors who want to see growth and achieve their goals. Additionally, with the help of a transition specialist, like 3xEquity, advisors can gain greater visibility into the details of making a big move and streamlining the transition process. This helps to eliminate their concerns and anxiety of the unknown and replace it with conviction and insight on the value of their book of business and the host of broker-dealers that are eager to have them join their ranks.

Think about all the situations that you have encountered and are going through at your current home for your business that are only “good enough.” Remember the frustrations and difficulties that you and so many advisors have made excuses for, swept under the rug, or pushed to the back of your minds. We all know it’s often only a matter of time before the other shoe drops and these pain points resurface due to a new or recurring point of dissatisfaction — each time getting harder to ignore and, more importantly, interfering with what you’re trying to achieve. So why stay put when there are so many other options to explore? There is a great firm, not just a good enough firm, out there waiting for you.

3xEquity is here to help you embrace the change and find a great new home for your business – putting settling for “good enough” in your rearview window. You deserve to find a firm where you’re truly happy so you can serve your clients best and have the means to achieve your true potential. As transition specialists, we’ll help make sure you end up in a place that checks off all the boxes on your list as well as help you negotiate the best deal possible. In a matter of days, we’ll secure you multiple offers from top national and regional broker-dealers all while you stay anonymous. 

It’s time to say goodbye to good enough and find the firm that is going to support your efforts to be great. Don’t let fear keep you from achieving your long-term goals.

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