5 MAKE IT OR BREAK IT B/D REQUIREMENTS
Think back to those exciting days when you were faced with the decision of where to attend school. Did you want to go to a big state school like USC or the University of Michigan or something on a smaller scale? And you probably had a checklist of things that the schools needed to have. […]
What A Good Caddy Can Teach Us About Our BD Relationship
After the final stroke to secure the green jacket as the winner of the 2021 Masters Tournament, Hideki Matsuyama walked off the green with tears in his eyes while his caddy, Shota Hayafuji still on the green put the pin back in the hole, removed his hat and bowed after the historic win. All of […]
Does Your Current BD Spark Joy?
Spring has finally sprung! The grass is looking a little greener, the trees are starting to bloom, and the time has come to shed the winter layers and embrace the season of growth. The changing of the seasons also marks the start of the annual ritual of spring cleaning. Now’s the time when everyone across […]
The Tech Savvy Future Is Now
It’s no secret that our lives are consumed by technology. We can get just about everything we need, all at the click of a button. How many ounces are in a cup? Just ask Siri or Alexa. What’s the score of the game? There’s an app for that. Looking for a dentist in your area? […]
The Importance Of Anonymity
Has there ever been a time when you wish you could go off the grid, that you could just be a fly on the wall? In today’s age, with all our advanced technology, anonymity can be hard to come by. Look at Twitter for example. A very vague description of a person can quickly lead […]
The New Normal
It’s been over a year since the world as we knew it came to a halt. It’s been a time filled with learning to be flexible and adaptable, as most of the country adjusted to working remotely. And while we’re getting closer to putting COVID-19 behind us as vaccines are distributed across the country, many […]
AdvisorHub Interview With Jeff Crosby
Only have a few minutes? Here’s an edited version of AdvisorHub’s CEO, Tony Sirianni talk with Jeff Crosby, CEO & Founder of 3xEquity about transitioning during the pandemic and the art of matching advisors with the right firm. Want to watch the entire broadcast? Here you go. Follow this link for important information for advisors […]
Do You Have What It Takes To Make It To The Big Dance?
The top collegiate men’s basketball teams in the nation that will be playing to bring home the hardware have a lot of parallels with financial advisors’ efforts to bring home new AUM. And while this might seem like a stretch, please hear us out – it may help elevate your game. Here are 4 factors that […]
The Big Thaw
March is finally here, and the official start of Spring is right around the corner. With the number of Winter days dwindling, it’s time to shed those layers and watch the flowers bloom. Every year, we embrace the season of growth and renewal, and our thoughts turn to the same. It can be an exciting […]