Tom Terrific, Transitioning, And The Age Old Question

When Tom Brady leads the New England Patriots into action in Super Bowl LIII this weekend he will attempt to become the oldest QB in history to win the big game.  At 41 years old Brady is in rarified air, performing at peak levels well beyond the NFL’s average age of 26.6 (according to Elias Sports Bureau).

At 3xEquity we are often asked about the best age range to transition to a new broker-dealer, with some asking a more dire version of the question, “Am I too old to transition?”

Though there is no one correct answer to this question, there are multiple factors each advisor must consider as they approach the next phase in their career.

Nothing Worth Having Comes Easy  
Transitioning to a new broker-dealer isn’t easy.  What it can be is lucrative (not to mention possibly one of the best decisions you will ever make), and here is where the decision becomes much clearer for many advisors as they advance in their careers.  Presented with the opportunity to turn years of hard work into real dollars (while potentially upgrading their ability to grow and earn down the road) is a tremendous incentive, making it worth the effort for over 400 advisors each year.

How Much Do You Have In The Tank?
Brady has to push for 60 minutes this Sunday to land his prize. What is your energy level? Can you give a good 3-6 month push to make your transition a success? Your new broker-dealer may have certain expectations re: the amount of assets you are able to convert. These expectations will tie into your compensation, meaning the harder you work the more you stand to earn.   So, how much do you have in the tank?

Is Age Just A Number?
Brady, and to a degree, his rival on the other side of the ball – 24-year-old Ram’s QB Jared Goff, are proof that age is just one factor in the success of an individual. There may be reasons to move to a new broker-dealer early in your career, or after you have established yourself across decades.

In the end, there isn’t one ideal age to transition to a new broker-dealer. The specifics of your situation and your inner drive also play an important role.

If you are curious about transitioning and have questions about the process or how you can find the quickest route to your own career endzone, call 855.491.2910 to schedule a complimentary, confidential consultation or click here to receive 2 custom offers from top broker-dealers via our 100% anonymous and risk-free tools.

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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.