What An In-House Recruiter Won’t Tell You
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
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 […]
Navigating A Move With Clients – What You Can And Can’t Tell Them
Keeping Quiet Post-Move Outreach Staying Compliant Officially deciding that you’re going to make a move is an exciting time for an advisor looking to take their business to the next level. With such big news, we know how enticing it can be to share it with everyone and anyone, especially if the move was […]
Staying Ahead or Falling Behind It’s Your Choice
Keeping Up with the Ever-Evolving Industry Staying Competitive is Mission Critical Getting the Leg Up with a Transition Specialist The world is constantly changing all around us and the financial services industry is no exception. There’s an ever-churning evolution of new technology, new models, and new methods of communication that are continuously popping up […]
How Seinfeld Helps Explain What Is Happening At Merrill Lynch
Merrill Lynch Headman, Andy Sieg, Touts Lack Of Merrill Recruiting Deals There really should be memes created in honor of Andy Sieg. If there was ever a bigger corporate shill – it’s Mr. Sieg. Maybe the Bizaro Jerry episode of Seinfeld offers up some clues. “Up is down, down is up. He says hello when […]
Next-Gen Clients Are Coming: Are You Ready?
The Big Opportunity in Boomers’ Wealth Transfer The Right Approach for Next Generation Service The Importance of Tech Enhanced Client Experience You’ve put in a lot of time and effort to not only earn your client’s trust and business but to also keep it. Your client relationships are the backbone of your success. However, […]
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 […]