MAKE YOUR 2021 WISH LIST (AND CHECK IT TWICE)

Somehow, we’ve finally hit the holiday season, and you know what that means — ‘Tis the season for making lists!’ With Thanksgiving behind us, the shopping season is upon us. Kids around the world have started making their holiday wish lists, dreaming of new toys and technology. 

 

As you’re making your own list and checking it twice, consider the “wish” list for your business. It’s time to start thinking about what you want and need for your business. How are you going to make sure the new year is better for your business than this year? And which areas of your business need to be better? 

 

The first place to start looking for answers is your relationship with your B/D. What do you want to get out of your relationship with your B/D? Ask yourself, “What tools do I need to grow my business? What do I need in order to better serve my clients? How can I gain operational efficiencies?”

 

The answer to these questions will look different for every advisor. For some, it might be new products and enhanced marketing support they hope to find ‘gift wrapped.’  For others, it could be new technologies and better practice management.

 

There’s no limit to what you put on your wish list. Even the most outrageous wants could morph into something powerful for your business. . Every B/D is different and has their own niche, so you never know if your ideal wish list is already part of a B/D’s company culture. 

Looking for a B/D that helps your wish list become a reality? Let us help! Click here

to secure multiple offers from top national & regional B/Ds, 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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