It’s your business. Your clients. Your future. Own the next move.
How long have you been with your current broker-dealer? Five years? Ten? Maybe even longer?
Now ask yourself this: Is the relationship still as strong as it was when you signed on? Do you still feel seen, heard, and supported? Or are you starting to wonder if the firm’s priorities have quietly shifted away from yours?
It’s a tough question—but one worth asking. Because you’re not locked in. You’re not beholden to the past. And you’re certainly not powerless.
You’re a free agent.
Just like in pro sports, the best financial advisors are in high demand. You’ve built a business. You’ve earned your reputation. And if the current environment isn’t giving you the support, tools, or autonomy you and your clients need, you have every right to explore what’s out there.
This Isn’t About Loyalty—It’s About Business
Let’s be clear: there’s nothing wrong with loyalty. But there is something wrong with staying in a relationship that no longer serves your goals—or your clients’ needs.
Firms change. Leadership turns over. Service models shift. Tech stacks evolve (or don’t). What worked for you five years ago might now be a daily source of frustration. And yet, many advisors hesitate to look around because they don’t want to “rock the boat.” But here’s the truth:
The boat already rocks when your platform stops delivering.
If your broker-dealer isn’t stepping up—especially during challenging markets, regulatory changes, or periods of client uncertainty—that’s not on you. It’s on them. Your job is to protect your clients and your business. That might mean taking a fresh look at what’s available.
Control the Conversation About Your Career
You’ve heard it before: clients work with you, not your firm. That’s true. But it also means your brand, your reputation, and your client experience are what’s on the line if your BD fails to deliver.
The good news? You’re not stuck. As a free agent, you control the conversation about what comes next.
That might mean:
Exploring firms that offer better tech, support, or flexibility
Comparing transition packages that reflect your value
Finding a platform that puts your clients first—and backs it up with action
This isn’t about chasing the highest check. It’s about finding alignment: a firm that matches your ambitions and clears the path for growth.
You’re Not Alone—And You’re Not the Only One Looking
More advisors are in motion right now than at any point in the last five years. From billion-dollar teams to solo practitioners, advisors across the spectrum are reassessing their partnerships. Why? Because they recognize their power—and they’re not afraid to use it.
You should feel confident doing the same.
Take a Beat, Then Take the Lead
The next move doesn’t have to happen overnight. But it does start with a moment of reflection.
Are you proud of the service your clients are receiving?
Are you getting the support and tools you need to grow?
Are you building long-term equity—or just adding AUM to someone else’s scoreboard?
If the answers aren’t clear—or they’re trending in the wrong direction—it might be time to act like the free agent you are.
At the end of the day, your name is on the door, even if your firm’s logo is on the statement. You owe it to yourself and your clients to find the best possible platform to deliver value, protect your business, and grow into the future.
Ready to Explore Your Options?
We help advisors get multiple offers—quietly and confidentially—so you can see what the market has to offer before making any decisions. You’ll get a clearer picture of your value and where you might thrive next.
Because you’re not stuck.
You’re not a cog.
You’re a free agent.
Ready to explore your possibilities?
Start with a safe, no-obligation step: visit 3xEquity.com/qs to see what your ideal move in 2025 might look like.
