Our Own Champion Lisa Levels Up At Lavaman
When was the last time any of us really faced our fears? Lisa Johnston, a senior analyst here at 3xEquity just did, finishing her first-ever Triathlon in Kona,Hawaii (1-mile swim, 25-mile bike, and 6.2-mile run). Not only did Lisa finish, she thrived. Swimming has been her most challenging discipline to learn and unfortunately for her, […]
Debunking The Myths Of Moving
The Truths of Transitions Avoiding Legal Action Achieving a Successful Move Wait 30 minutes after eating before swimming… swallowed gum stays in your stomach for 7 years… cracking your knuckles causes arthritis. These are just some of the myths that have been commonly perceived as truths and as such, swayed our actions. Myths are […]
For Successful Advisors, There Are Five Reasons Why You Should Consider The Right Transition Partner
There are volumes that will be written about the last two years of modern history, and the effect that a global pandemic had on habits in both our personal and professional lives. Without question, if advisors were honest with themselves, they dodged a serious bullet. The markets initially flirted with a historic meltdown, but instead […]
For Firms That Retain Advisors; It’s Not Just About Culture
Each week there are multiple stories describing teams and clients that have left one firm for another. Wire to Wire. Wire to Independent. RIA to RIA. There seems to be no end to advisor movement in the industry. Except that’s not entirely true for some firms. While it’s routine to see advisors leave for greener […]
COVID Mandates Annoy Advisors; Big Banks Keep Sending Mixed Signals
COVID-19 quickly became a politically charged topic as it found it’s way into every corner of our lives. We aren’t here to talk politics, but rather the realities faced by advisors and unnecessary mandates being enforced at their places of employment. At different firms across Wall Street there are varying degrees of mandates and penalties […]
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 […]
Staying Compliant With Russian Sanctions
Current Sanctions on Russia Keys to Staying Compliant Keeping an Eye on the OFAC Barred List The past few weeks have been riddled with constant updates coming from Ukraine after the Russian invasion began on February 24th. In response to the attacks against Ukraine, the United States has put out new sanctions that target Russian […]
Should I Stay Or Should I Go?
Weighing All Your Options Evaluating Your Current Situation Preparing for a Better Future There comes a time in all advisors’ careers when they question where they are and start thinking about what life might be like if they were to transition to a different firm — and for some advisors, this question may come up […]
It’s Time To Reconsider Forgivable Loans
An Inside Look at Recruitment Incentives The Ever Watchful Eye of Regulators Creating Strong and Lasting Relationship Big incentives is the name of the recruiting game these days. Financial advisors have come to expect big deals and enticing offers from the firms looking to recruit them — and their expectations are being fulfilled. These deals […]