Want to Set Smart Goals for 2022? Start With A Practice Valuation.

  • Start the New Year Right
  • Creating Strong 2022 Goals 
  • Know Where You Are and Where to Go 

The end of the year always finds a way to sneak up on us. It seems like just the other day we were trying to sneak in last-minute trips before the school year started and now, just like that, the holiday season is upon us with the new year fast approaching. For many advisors, the new year reinvigorates their thoughts of reaching greater goals and independence. Is this the year you will make your big move?

There’s nothing better than starting off the new year on the right foot and now is the time to start doing the prep work to put your best foot forward in 2022. As you start planning for the new year and thinking about where you want your business to go, it’s important to know where your business currently stands so you can make smart goals for the future. After all, as Pete Drucker has said, you can’t improve what you don’t measure. 

This is the perfect time to consider getting a valuation for your business. A practice valuation gives you insight far beyond the price that your business is worth. It not gives you a benchmark going into the new year, but it will help you identify the gaps in your business where improvements are needed. Knowing where your business needs work and how to fortify it is a great starting place for smart, effective goals for 2022. 

Put yourself in a strong position for 2022 and get your business valuation today. Lucky for you, 3xEquity makes it easy, giving you access to an online valuation. Our Practice Valuation Optimizer Tool provides instant equity value of practice and an estimate based on industry norms for valuations. You can’t grow what you don’t know, so don’t put it off another second.

Want a valuation now? Click here for details.

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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.

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