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 time for advisors as clients emerge from the Big Thaw with renewed interest in their financial outlook. The question is, “Will you be ready?”   

As people come out of hibernation and gaze into the sun after the long, gray winter, they’ll be turning to you, their financial advisors, for help. And just as the seasons change, so do the lives, and subsequently, the financial planning needs of your clients. They will look to you to guide them through the changes, especially after the bizarre year we all just experienced. It’s likely that many of your clients have switched jobs or experienced some setbacks, while others may have done quite well for themselves despite the pandemic. 

No matter what the case is for your clients, now is the time to get prepared for everything that Spring is going to throw your way. And if you haven’t been satisfied with the support, service, or technology resources provided by your current B/D, this may be the season for you to consider making changes too. With 3xEquity, you always have the opportunity to find the greener grass. With clients looking for extra guidance and advice during this uncharted time, you want to make sure you have access to the right tools, resources, and support to help your clients blossom. 

Spring is here, and if you’re thinking about making a change, turn to 3xEquity to help you secure multiple offers from some of the top B/Ds, as well as help you negotiate the best transition package. Step into Spring feeling confident that your business is going to reach its full growth potential.  

Get started right now at www.3xequity.com.



 

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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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