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Events & Webinars

Upcoming Webinars

Zoom Webinar - 3/3/21

Join 3xEquity Founder & CEO Jeff Crosby as he interviews Ameriprise EVP, Pat O’Connell. Topics will include Ameriprise’s evolution, the newly launched Ultimate Advisor Partnership, and the specific factors that have empowered Amerirpsie advisors to grow 2.5x faster than peers at key competitors.

On-Demand Webinars

AMP Pat O'Connell

Ameriprise is enjoying an unprecedented period of growth and innovation, leading many advisors to put them in the pile of firms to consider as they think about switching to a new broker dealer.

Topics include Ameriprise’s evolution, the newly launched Ultimate Advisor Partnership, and the specific factors that have empowered Ameriprise advisors to grow 2.5x faster than peers at key competitors.

Listen to the webinar as a podcast  

by clicking the Spotify logo below.

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.  

Listen to the webinar as a podcast  

by clicking the Spotify logo below.

Manish Dave Interview
Play Video

This is an edited version of our 12/8/2020 Top Broker Dealers Webinar focused on answers and insights from Manish Dave, SVP – Business Development at Ameriprise.

A complete, unedited version of the webinar is available at 3xequity.com/events and includes executives from Cetera and LPL Financial.

Listen to the webinar as a podcast  

by clicking the Spotify logo below.

December 8 webinar

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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