Every year, thousands of financial advisors consider switching broker-dealers. Whether transitioning from one company to another or even exploring new channels, it’s a major decision with significant upsides (as well as some potential hassles). That’s where a Transition Consultant becomes a valuable ally – without any cost to you.

Unlocking Opportunities with 3xEquity

Have you considered having an experienced guide during your career change without any financial burden? Let’s delve into the intricacies of our Transition Consultant and why choosing 3xEquity is a smart move.

Reclaiming Your Time

Navigating a career change independently can be time-consuming and frustrating. Researching new companies can divert your focus from running your business. By partnering with 3xEquity, we handle the complexities, allowing you to make efficient use of your time and concentrate on your highest-value tasks — serving your current client needs and growing your business. Not only does this ensure continuity for your clients, but it also positions you to increase your transition package.

Securing offers can be an onerous process, and in many cases, we’ve already seen offers for advisors with similar books as you. We can provide ranges and guidance while final numbers are developing, making the process faster and smoother. This is another reason why having a transition consultant on your side makes so much sense.

Maximizing Your Potential Payout

With years of industry experience and hundreds of contacts, we possess an in-depth understanding of the market and current deals. Simply put: we can help you secure the best deal. If you’re contemplating a DIY approach, there’s a risk of not getting the optimal deal. Working with a transition consultant can provide the confidence that you are securing the best deal.

The Transition Timeline: Faster Than You Think

One of the biggest concerns for advisors is the time and disruption a transition might bring. However, recent data from LPL Financial should put some of those worries to rest. In 2023, the average transition took just 45 days. Even more encouraging, advisors were able to transfer an average of 87% of their AUM within the first two months.

For those who value speed and simplicity, services like 3xEquity offer a game-changing advantage. They provide a faster path to multiple offers from top broker-dealers, empowering advisors to take control of their careers with less hassle.

Cost-Free Expertise for You

Contrary to common belief, our services come at no cost to you. We get compensated by the company you move to, not from your pocket. You don’t need to worry about additional costs. Regardless of the Transition Consultant you choose, it won’t impact your pay – your comp and ours are considered separately by the BD. So, leveraging our expertise is a smart move without any extra expense.

Get started now. Follow this link and begin receiving offers and our expert advice.

Is the Grass Greener on the Other Side?

The short answer? Yes.

According to Fidelity, nearly all advisors (92%) who transitioned in recent years report being happy with their decision. But it’s not just about personal satisfaction. A significant majority (80%) say they are in a better financial position post-move.

And the numbers back it up: advisors who’ve been with their new firms for three to five years saw an average AUM increase of 59% — jumping from $105M pre-move to $167M post-move. That kind of growth is not just career-altering; it’s life-changing.

Perhaps most telling of all, satisfaction skyrocketed after the move. Before transitioning, only 8% of advisors reported being satisfied with their firm. After making the leap, that figure surged to 67%.

Subject Matter Experts by Your Side

Changing firms is complex. It’s beneficial to have an expert with you to ensure a successful transition. We have extensive experience and can guide you through the process. Just like your clients trust your experience, you can trust ours in this area of our expertise.

More Options, Smarter Decisions

With 3xEquity, you receive offers from different companies within days, all while maintaining your anonymity. Having more options empowers you to make informed decisions for your business. We provide all the necessary information, explain everything clearly, and work towards finding the best fit for you.

Making the Move Easier

For those still on the fence, the good news is that the process doesn’t have to be daunting. Transition consultants, like those at 3xEquity, remove the hassles, helping you remain laser-focused on serving your clients. Their expertise turns an intimidating process into an empowering experience, offering you tailored solutions and support every step of the way.

FAQs About Transitioning

We’ve answered some of the most common questions advisors ask about the transition process. For a full list, visit our FAQ page.

1. How long does it take to switch broker-dealers?

   • The average transition takes just 45 days, and most advisors transfer 87% of their AUM within two months (LPL Financial, 2023).

2. How long does it take to identify and secure a deal with a broker-dealer?

   • It can take anywhere from a few weeks to a few months. Securing offers can be an onerous process, but in many cases, we’ve already seen offers for advisors with similar books as yours. We can provide ranges and guidance while final numbers are developing.

3. Will my assets transfer seamlessly during the transition?

   • Absolutely. With expert guidance, most advisors experience minimal disruption, retaining the majority of their client relationships and assets.

4. How do transition consultants get paid?

   • Transition consultants, including 3xEquity, are compensated by the company you move to. Their services are entirely cost-free to you.

Embark on the Next Phase of Your Career

As 2025 unfolds, it’s worth asking yourself: Am I truly satisfied where I am? If the answer is no, the data tells a compelling story—it might be time to take the leap. Because while money might not buy happiness, moving to the right firm just might.

3xEquity is here as your Transition Consultant, guiding you through the process and securing the best deal. Visit 3xEquity.com to get started today.