Do You Have What It Takes To Make It To The Big Dance?

March Madness Story

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

New blog post

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 […]

3xEquity Launches Mobile App For Advisors Curious About Changing Broker Dealers

Built for financial advisors who are curious about changing their broker-dealer and want to stay off the radar screen, 3xEquity’s mobile app for iPhone and Android devices is a one-stop resource for news, insights, events, and industry-leading transition tools – including 3xEquity’s exclusive Instant Offer tool which quickly and easily provides advisors with multiple transition […]

Decisions, Decisions, Decisions…

Decisions Decisions New Blog

The average person makes around 35,000 conscious decisions in a day. Many you make without even realizing it. Consider your morning: Did you decide to get out of bed or hit the snooze button? Did you choose orange juice or milk to go with your breakfast?  For advisors, our days consist of deciding what products […]

Have You Found Your Perfect Match?

Valentine’s Day is upon us, and for some, that means it’s time to break out the pink balloons, jewelry, and the delicious assortment of chocolates that are front and center in just about every store. And while a big part of valentines are the decorations and tasty treats, it’s also a time when people will […]

3 Keys to Putting Together a Winning Team

The big game this past Sunday brought a highly anticipated matchup between two quarterback powerhouses in Tom Brady and Patrick Mahomes. And despite Brady’s prowess and the Bucs’ home field advantage, Mahomes and the Kansas City Chiefs were still favored to win the coveted Vince Lombardi trophy. Yet even while being considered the underdogs, the […]

Tapping Into Your Inner Tom Brady

On Sunday, February 7th Tom Brady will step on the field for his record 10th Super Bowl appearance.  It will be his first with the Tampa Bay Buccaneers after 20 seasons with the New England Patriots. Many wondered what Brady, who had spent 20 seasons with New England, was thinking in going to Tampa Bay.  […]


Like anything worth doing in life, switching to a new broker dealer takes work…to be honest, a lot of work.  If making a move is on your horizon, here are some steps you can start taking now to lay the groundwork.  Research and Due Diligence – Research is essential during the pre-transition process. You need […]


In addition to COVID-19, there has been another epidemic this past year—widespread financial turbulence. From businesses shutting down to market volatility and everything in-between, it’s been a time filled with financial struggles – and advisors have experienced their fair share.  While most people think of financial advisors as having it all together and having their […]


3 Benefits of switching bds right now

2020 was a rollercoaster ride of a year. In all aspects of life, there were incredible highs and extreme lows. After coming off a record breaking 2019, the year started strong before hitting a major slowdown when the coronavirus hit. According to a recent report from Fidelity, year-to-date, there have been 96 RIA transactions, comprising […]