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Events & Webinars

Upcoming Webinars

Pierce Webinar

Zoom Webinar - 1/26/21

John Pierce, Head of Business Development at Cetera joins 3xEquity Founder & CEO Jeff Crosby for an hour-long discussion on the big changes that occurred in our industry in 2020.

Pierce, who writes extensively for Forbes, presents the case that Covid made independence the reality for most advisors after the pandemic kicked in, and those who adjusted their mindset and methods came out as the winners.  

On-Demand Webinars

December 8 webinar
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Top BDs Webinar - Recorded 12/8/20

The first round in the series included a discussion with executive leaders from 3 top national broker-dealers, including John Pierce, Head of Business Development at Cetera, Manish Dave, Senior Vice President – Business Development at Ameriprise, and Scott Posner, Executive Vice President at LPL Financial. 

“For advisors looking to transition, gathering information on multiple BDs can be time-consuming.  We created this webinar series to provide access to top leaders and thinkers and, most importantly, to do so while protecting an advisor’s anonymity,” noted 3xEquity’s CEO & Founder Jeff Crosby who will also serves as moderator for the series.

Listen to the webinar as a podcast  

by clicking the Spotify logo below.

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