Separating The Tricks From The Treats
Understanding the Nuance of the Offers Making Sure You Find Treats, Not Tricks Saving Time & Making Transitioning Easy Halloween season is finally here. For advisors knocking on doors and seeing what other broker-dealer options are out there, going it alone may lead to getting more tricks than treats. After all, finding the best broker-dealer […]
Moving Beyond DIY
Do-It-Yourself vs Having Critical Help Finding Efficiency… Getting Results Up-to-Date Information and Insights Do-It-Yourself, or DIY, became a big hit during the height of the pandemic while most of the world was sticking to the confines of their homes. People were taking to social media and YouTube to figure out how to tackle projects […]
Putting Time Back On Your Side
As the world opens back up, so do the doors of (and for) financial advisors. Face-to-face meetings are steadily making a comeback, and while video conferencing will never fully go away, advisors are starting to fill up their schedules with in-person meetings with their clients and prospects. However, the rise of in-person meetings coupled with […]
Finding The Right Work Environment
We’ve returned to “normal” or at least our new normal after going through the height of COVID that saw most Americans working from the confines of their homes. But as people start heading back into the office comes the new debate on the best work environment. Should employees be expected to go into the office […]
The Best Time For A Move
Strategically Timing a Move Capitalizing on Growth Get Paid Twice Strategy When it comes to making the move to a new firm, there’s never going to be a best or worst time to switch firms. Advisors will always be able to come up with reasons why now isn’t the best time to start exploring their […]
What You’re Looking For
We often hear “But I Still Haven’t Found What I’m Looking For” ringing through our ears, and it’s not because the great U2 song is playing through our speakers. It’s because advisors are trying to do their best by their clients and advance their careers — and that means they are on the move looking to […]
3+ TAKEWAYS FROM THE WORLD’S LARGEST WEALTH FESTIVAL
Advisors and industry folks are likely still shaking sand out of their shoes, recovering from 4 days at one of the most unique conferences festivals on the calendar. The FutureProof Wealth Festival drew 3000+ this week to the Huntington Beach boardwalk for panels, palm pressing, and parties. Couldn’t make it to SoCal? The 3xEquity team […]
Filling Out Your Broker Report Card
We’ve hit the end of summer, which means it’s back to school time as we head into the Fall. Kids are grabbing their supplies and lunches, catching buses, and hitting the campus quad. A new school year means a new curriculum and new opportunities for growth. As students set their sights on new pursuits, it’s […]
Looking To Move In 2023? Do These Things Now…
September is here, but despite the warm weather in some areas you can see the shifts…the shelves in retail stores are already lined with Halloween decorations and costumes. Before we know it, every time we walk into a store, we’ll be engulfed in a sea of Christmas decorations. If the retail sector has taught us […]