Like Hitting Every Green Light On The Way Home
Prefer to listen to this article as a podcast? Click here. For many financial advisors, transitioning to a new broker-dealer is the capstone of their career’s first chapter. It’s the moment when all the hard work, dedication, and strategic growth culminate in an opportunity for a significant financial windfall. Like hitting every green light on […]
Repapering’s Bark Worse Than Its Bite
Prefer to listen to this article as a podcast? Click here. Financial advisors who have been hesitant to leave their existing firms to pursue better opportunities elsewhere often site one reason: repapering. The paperwork required to move clients from the old broker-dealer to a new one has long been perceived as a significant hurdle. Advisors […]
Why You Should Think About Quitting Your New BD Before You Even Join
Prefer to listen to this article as a podcast? Click here. They say the secret to a successful life is to picture your funeral and work backward. The idea is that you’ll have the lessons of a full lifetime and the chance to make changes if things don’t look or feel right. The same principle […]
“Am I A Bad Person?” For Switching Broker Dealers?
Prefer to listen to this article as a podcast? Click here. Did you see Nike’s big ad for the 2024 Summer Olympics? It was titled “Am I A Bad Person?” and it used that question to tap into the winner’s mentality in a unique and ultimately inspiring way. Actually, inspiring might not go far enough. […]
How to Evaluate the Best Broker-Dealer for Your Practice
Choosing the right broker-dealer is a critical decision for financial advisors looking to transition their practice. Here are the key criteria to consider: Reputation and Stability – Research the Broker-Dealer’s History: Look for a firm with a solid reputation and financial stability. Check their track record, client reviews, and industry standing. – Regulatory History: Investigate […]
3xEquity CEO Featured On AdvisorHub Podcast
In the most recent installment of the Tony Sirianni Podcast, AdvisorHub’s CEO Tony Sirianni welcomed Jeff Crosby, the Founder and CEO of 3xEquity. In this engaging episode, they delve into critical topics that every financial advisor should consider to stay ahead in the industry. Should You Change Firms or Stay Put? Jeff and Tony explore […]
34% Of Advisors Are Ready To Roll
The financial advisory industry is experiencing a notable shift, with over one-third of advisors expressing openness to changing broker-dealers. This phenomenon, often referred to as being “in motion,” signifies a readiness among advisors to move to firms offering better products, advanced technology, and enticing transition packages. The latest satisfaction study by J.D. Power sheds light […]
Why July Is The Best Time To Transition
As we settle into the sweet part of summer, financial advisors considering a move to a new broker-dealer might find that there is no better time than right now to start those transition conversations. July presents a unique opportunity for advisors to explore new horizons, make strategic decisions, and position themselves for a successful transition. […]
Growing Your Practice The David Goggins Way
In an earlier post we imagined how NY Times Best Selling Author Cal Newport would guide financial advisors looking to grow their practice. Newport’s books have shared space on the best sellers list with “Can’t Hurt Me,” by David Goggins. What relevance does that book hold for advisors? Let’s consider that question. David Goggins, renowned […]