If RayJay CEO is Right, Time Is Running Out To Move For This Reason

In remarks made at the company’s Analyst & Investor Day conference this week, Raymond James CEO Paul Reilly sent up a signal that the days of oversized transition packages may be coming to an end.

As reported by AdvisorHub,  Reilly expressed the opinion that broker recruiting bonuses “could follow the stock market into a downturn” 

If that’s the case (and a big paycheck was at the top of the list of reasons you want to move to a new BD) you’d better strike while the iron is hot.

For the past few years deals from some firms have been off-the-charts.  The bear market certainly played a big role as assets brought in seemingly had limitless potential.

No one has taken their deals off of the table yet, but how long will that last?

If you’ve been curious about what a transition package may look like for you, 3xEquity can help you secure multiple offers all while you remain 100% anonymous.

Complete the form below to get started – and if you believe the words of Paul Reilly – hurry!

Curious about a move?
Secure multiple offers now by completing the form below.

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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.