Staying Ahead or Falling Behind It’s Your Choice

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  • Keeping Up with the Ever-Evolving Industry
  • Staying Competitive is Mission Critical
  • Getting the Leg Up with a Transition Specialist

 

The world is constantly changing all around us and the financial services industry is no exception. There’s an ever-churning evolution of new technology, new models, and new methods of communication that are continuously popping up to help advisors best serve their clients. And let’s face it, if you don’t keep up with the current trends, you risk finding yourself barely able to stay relevant. 

While staying ahead of the curve can be difficult, partnering with the right broker-dealer can be monumental in successfully adapting to the ever-changing industry and keeping your clients happy. After all, your broker-dealer should be providing you with the support and resources you need to stay ahead of the technology curve… and stay one step ahead of the competition. 

 

If you find yourself wishing your broker-dealer was providing you with better technology, superior practice management, or new opportunities for growth — then it’s time to find a new home for your business. No matter what the insufficiencies are at your current firm, working with a Transition Specialist can help ensure that you find a broker-dealer that not only keeps you ahead of the technology curve but also checks off all your boxes and is a great fit for your business. 

As Transition Specialists, 3xEquity can provide you with the insights and expertise you need to make the decision that’s best for you, your business, and your clients. Our business is built around helping advisors through the entire transition process, providing the latest data and serving as a sounding board along the way. In a matter of days, we’ll get you multiple offers from top broker-dealers, all while you stay 100% anonymous.

Staying in a place that isn’t taking the necessary steps to stay technologically current and keep you competitive isn’t an ideal situation. Remember, it all comes down to you making a choice. Let us help find a firm that takes the time and effort to stay in tune with your needs and the ever-evolving industry.

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  • 3xEquity, LLC
  • 4055 Lake Washington Blvd NE Ste 200,
    Kirkland, WA 98033
  • 855-491-2910

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

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