3 Questions To Ask Yourself Before A Move

Knowing Your Worth Finding the Right Fit  Identifying Your Must-Haves There’s no special formula to making a successful transition. It’s not always an easy process and there are bound to be hiccups along the way. The more you can prepare, the better off you are to handle whatever gets thrown your way—and it’ll go a […]

Making A Move In A Volatile Market

Finding the Right Time for Making a Big Move Navigating a Move Amidst Market Uncertainty Leveraging for the Best Transition Package We don’t need to tell you just how volatile the financial markets have been this year. You’ve been dealing with it day in and day out, trying to reassure your clients and ease their […]

Breaking Away For A Better Business

Prioritizing Your Clients Custom-Built Technology The Big Pay Bump If you’re a wirehouse advisor that’s been considering breaking away, you’re in good company. Many have been in your shoes before and decided to make the move to independence to gain better control of their future and have the opportunity to earn more money. With the […]

Too Busy To Transition?

A tried and true rule of thumb has been that clients tend to contact their advisors more often in times of uncertainty.  Rising rates, market volatility, geopolitical unrest, and lifting of Covid restrictions have meant advisors’ schedules are likely more filled up than in recent memory. For many advisors eyeing 2022 as the year they […]

Making A Move? Consider These 3 Things First

think about moving broker dealer

Aligning Your Clients with the Best Looking Beyond the Big Payday Inspecting a Firm’s Financial History   As a successful advisor, chances are you’ve had recruiters knocking on your door, trying to entice you with tempting transition offers. The idea of a fresh start on top of the potential for a big transition payday is […]

If RayJay CEO is Right, Time Is Running Out To Move For This Reason

In remarks made at the company’s Analyst & Investor Day conference this week, Raymond James CEO Paul Reilly sent up a signal that the days of oversized transition packages may be coming to an end. As reported by AdvisorHub,  Reilly expressed the opinion that broker recruiting bonuses “could follow the stock market into a downturn”  If […]

The Keys To A Successful Partnership

Partner 3xEquity

Building on Mutual Trust and Respect The Importance of Clear Communication Sharing a Vision for the Future These days, going independent on your own can come with a myriad of challenges. From digitally transforming your way of doing business to building your brand from scratch to taking full responsibility for just about everything, it can […]

What An In-House Recruiter Won’t Tell You

What An In House Agent Wont Tell You Financial Advisor

You’re searching for a new place.  You pull up to an open house and are greeted by the seller’s real estate agent.  You share what features you are looking for in a new house.  The agent may know of a house down the street being sold by another agent that exactly matches what you want, […]

Making A Move To A Better You

financial advsior transition

Reconnecting With Your Unique Joy Finding New Opportunities for Growth Gaining Clarity and Confidence in Your Future   One of the biggest motivators an advisor has for making the move to a new broker-dealer is being able to better serve their clients and provide them with the tools and resources needed to achieve their goals. […]

How We Get Paid (And Why That Matters)

Getting the Best Deal – No Cost to You  The Expertise Needed for a Successful Transition More Options for Less Time and Hassle   Every year, thousands of advisors make a big career move. Some go from a wirehouse to a broker-dealer or wirehouse to RIA, and some move from broker-dealer to broker-dealer. No matter what […]