Resilience, Resolve, and Realization

Winston Churchill famously said, “Never let a good crisis go to waste,” and while harsh at first glimpse, it really speaks to a victory in the face of adversity. And, that’s exactly what we’ve seen from financial advisors all over the country.

While very few would say that the coronavirus and subsequent shift to working remotely was an ideal situation, it gave many advisors the opportunity to enhance their ability to be a business owner and learn to overcome whatever life throws their way — and through that, many have gained the resolve to take their careers and businesses to the next level.

We have all had ample time to reevaluate just about everything. As the pandemic has droned on, many advisors have had to reassess various aspects of their business, one of the biggest being their location and if office space was even needed.

We all see how capable we are of working from almost anywhere, and it has some advisors considering giving up space and relocating somewhere else in the country. On top of that, our “new normal” advisors are reexamining the different facets of their business such as growth, technology, and staffing and coming to grips with whether what they have can take them where they want to go.

A big part of being a business owner is learning to adapt and overcome the hardships that get thrown your way. In the last fourteen months, financial advisors have found themselves doing just that – adjusting to working remotely and finding innovative ways to stay connected with their team and their clients. 

For many, the pandemic has served as an eye-opener, allowing them to realize they could enjoy their business life and personal life much more. But, the shift to remote working also made some business owners take on more of the back office and practice management tasks, taking away from their time with clients. These realizations have allowed advisors to discover the exact kind of help they need to run a better business and focus on what’s truly important to them – their clients and family.

No matter how you’ve fared over the past year, it’s time to build your resolve and realize a change may be needed. 3xEquity is here to help you set a new path and find you the help you need to take your business to a new level and give you the ability to focus on your clients. In a matter of days, you’ll receive offers from the top broker-dealers. 100% anonymous and with no fee or obligation.

Visit 3xEquity.com today, and don’t let this great opportunity waste away. 

Share this article

Email
Twitter
LinkedIn
Author picture

Curious about switching broker dealers? Secure your 2 best offers all while remaining 100% anonymous.

Ready to start? Click here.

Leave a Reply

Secure Multiple Offers All While Remaining 100% Anonymous

CONTACT US

It’s one of the most important—and personal—questions a financial advisor can ask. Whether it’s frustrations with admin fees, limited platform flexibility, or just a gut feeling that you’ve outgrown your current firm, the decision to move shouldn’t be rushed. The right time to leave isn’t just about market timing—it’s about life timing.

If you’re weighing your options, we recommend this quick read: The Best Time for a Move—a blog and podcast episode that walks through key signals it may be time to explore a transition.

There’s no one-size-fits-all answer. Going independent offers more control, higher payouts, and brand autonomy—but with added responsibilities. Wirehouses provide built-in infrastructure, brand recognition, and turnkey support—but often come with more restrictions and fees.

The real question is: Which model makes the most sense for your business goals and lifestyle?

To make a confident decision, you need to understand the economics behind both paths. Start by securing transition offers from top firms—independent and wirehouse—so you can compare side-by-side.

Get Your Offers in Hand

Our services are 100% free to financial advisors. We don’t charge you a dime. If you decide to make a move, the new firm pays us a finder’s fee—similar to a recruiter. But unlike recruiters, we’re not tied to any one firm, so we work to find your best fit, not theirs.

Want the full breakdown? Check out our blog post: How We Get Paid

© 2024 3xEquity, LLC. All rights reserved

Transition packages from top regional and national broker-dealers like LPL, Ameriprise, Wells Fargo, RBC, Cetera, Dynasty, UBS, and more.