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.  

One tool we developed to help set advisors up for success is a piece we call “Anatomy Of An Offer.”  In this document we show typical terms and provide insights into areas where advisors can seek real differentiation and break through the promises and corporate-speak.

3xEquity Anatomy of An Offer Pic

Curious to go farther?

3xEquity can secure multiple offers for you all while you remain 100% anonymous.  Once we do we lead you through the entire process, removing obstacles and speeding up timelines to make your transition as efficient and positive as possible.

Ready to get started?  Click here now.

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Curious about switching broker dealers? Secure your 2 best offers all while remaining 100% anonymous.

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Secure Multiple Offers All While Remaining 100% Anonymous

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It’s one of the most important—and personal—questions a financial advisor can ask. Whether it’s frustrations with admin fees, limited platform flexibility, or just a gut feeling that you’ve outgrown your current firm, the decision to move shouldn’t be rushed. The right time to leave isn’t just about market timing—it’s about life timing.

If you’re weighing your options, we recommend this quick read: The Best Time for a Move—a blog and podcast episode that walks through key signals it may be time to explore a transition.

There’s no one-size-fits-all answer. Going independent offers more control, higher payouts, and brand autonomy—but with added responsibilities. Wirehouses provide built-in infrastructure, brand recognition, and turnkey support—but often come with more restrictions and fees.

The real question is: Which model makes the most sense for your business goals and lifestyle?

To make a confident decision, you need to understand the economics behind both paths. Start by securing transition offers from top firms—independent and wirehouse—so you can compare side-by-side.

Get Your Offers in Hand

Our services are 100% free to financial advisors. We don’t charge you a dime. If you decide to make a move, the new firm pays us a finder’s fee—similar to a recruiter. But unlike recruiters, we’re not tied to any one firm, so we work to find your best fit, not theirs.

Want the full breakdown? Check out our blog post: How We Get Paid

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Transition packages from top regional and national broker-dealers like LPL, Ameriprise, Wells Fargo, RBC, Cetera, Dynasty, UBS, and more.