Financial advisors curious about changing to a new broker-dealer will have the rare opportunity to compare options “side-by-side” in a new, online webinar series set to kick-off December 8th at 1 pm CST.
The first round in the series includes 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 serve as moderator for the series.
3xEquity is a boutique transition consulting firm with a history of disruption. In 2017 they launched their exclusive online “Instant Offer” tool which has enabled hundreds of advisors to secure over 1,000 offers from top regional and national broker-dealers, all 100% confidential. In doing so, 3xEquity upended the table – enabling advisors for the first time to truly control the transition conversation from start to finish.
Webinar attendees can expect the panel to discuss how each broker-dealer differentiates themselves from their competition, how they adjusted their business model due to the pandemic, what advisors can expect in terms of technology and transition support, and what the next few years hold for the industry. Advisors are encouraged to contribute their own questions to the discussion via anonymous chat.
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