Want to Set Smart Goals for 2022? Start With A Practice Valuation.
Start the New Year Right Creating Strong 2022 Goals Know Where You Are and Where to Go The end of the year always finds a way to sneak up on us. It seems like just the other day we were trying to sneak in last-minute trips before the school year started and now, just like […]
Why A Broker Dealer Is The Answer For Diversification
The So-Called Decline of Broker-Dealers Diversifying Portfolios Alternative Investments It comes as no surprise that the number of RIAs has been on the rise over the course of the last 10 years. As more and more advisors are breaking free from wirehouses and opting for independence, many are turning to the RIA model. As a […]
How To Keep Your Transition On The Down Low
The Importance of Staying Anonymous How to Keep Your Move on the DL The Power of Support & Guidance When it comes to making a big move, advisors know that keeping your search for a new home under wraps is critically important — but that’s hard to do without having the right contacts and inroads. […]
Avoiding The Mousetrap
Recognizing the Cheese Not all Moves are Created Equal Winning the Recruiting Game With the number of advisors looking to make a move on the rise, it’s time to start taking a closer look at the deals some broker-dealers are bringing to the table. We’re all familiar with the premise of a mousetrap — the […]
BD Shopping Season Is Underway
Browsing for Broker-Dealers Exploring Your Options Finding the Best Home for Your Business The holiday season is finally upon us and that means it’s also the biggest shopping time of the year. People flock to the nearest stores, and online marketplaces, to secure all the popular products and find the best gifts, at the best […]
The Anatomy Of An Offer
Each year we help hundreds of advisors explore options for switching to a new broker dealer. Some are seasoned veterans who have been down this road before, some having already moved 2-3 times in their careers. Others are brand new to the process who are looking for support and education every step along the way. […]
3xEquity Survey of Financial Advisors Finds Money Important But Far From The Only Factor Leading Them To Switch Broker-Dealers
3xEquity, the authority on advisor transitions, released results today from its 2021 survey of financial advisors as part of the AdvisorHub Summit in New York. Founder & CEO Jeff Crosby presented findings in a main stage speech at the industry’s premier conference focused on the advisor experience. “This year’s survey shined a bright light on […]
Don’t Look Back With Regret…Moving With Confidence
Goals for the New Year Living with No Regrets Transitioning Made Easy Now more than ever, advisors find themselves with a plethora of options for their business and where they call home. Every day, it seems like new models and related offers pop up to entice you to make a move. Equally, broker-dealers are accelerating […]
At The Crossroads Of Independence Why You Should Take The BD Route
The Power of Team & Culture The Custom Fit for Your Unique Business Clear Lines of Communication In recent years, we’ve seen more and more advisors opt to leave their wirehouse and venture into the independent space. Some will go the RIA route, some will go the broker-dealer route… and others will find a hybrid […]