The only webseries dedicated to news for financial advisors
The FA Show EP 25 - T3 Tech Conference, Kristen Kimmell, AdvisorGroup and Randy Cass, NestWealth
In this episode we travel to Tampa for the 2023 T3 Technology Conference for the release of their annual advisor technology survey and to check in with industry leaders and ...influencers. Show floor interviews include Randy Cass, NestWealth and Jonny Swift, Impact Communications.
We discuss recent challenges at First Republic, present an “Oscar-worthy” episode of The Advisor’s Advisor, and an excerpt from Tony Sirianni’s interview with Kristen Kimmell of Advisor Group.
Curious about a transition to a new BD? Want to secure multiple offers all while remaining 100% anonymous? Visit 3xequity.com/qs[+] Show More
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The FA Show EP 25 - T3 Tech Conference, Kristen Kimmell, AdvisorGroup and Randy Cass, NestWealth
In this episode we travel to Tampa for the 2023 T3 Technology ...
In this episode we travel to Tampa for the 2023 T3 Technology Conference for the release of their annual advisor technology survey and to check in with industry leaders and ...influencers. Show floor interviews include Randy Cass, NestWealth and Jonny Swift, Impact Communications.
We discuss recent challenges at First Republic, present an “Oscar-worthy” episode of The Advisor’s Advisor, and an excerpt from Tony Sirianni’s interview with Kristen Kimmell of Advisor Group.
Curious about a transition to a new BD? Want to secure multiple offers all while remaining 100% anonymous? Visit 3xequity.com/qs[+] Show More
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THE FA SHOW 23: BD Recruiting Biggest Winners of 2022
In this episode we countdown the top 5 biggest BD recruiting winners ...
In this episode we countdown the top 5 biggest BD recruiting winners (NET) from 2022. Plus, we explore the question of just how long should client meetings be as ...part of our ongoing Advisor's Advisor series with Jeff Crosby.
Produced in collaboration with AdvisorHub.[+] Show More
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THE FA SHOW EP 22 - Becca Hajjar, The Market Counsel Summit and Peter Lazaroff
In this episode we head to Las Vegas for the 2022 Market Counsel ...
In this episode we head to Las Vegas for the 2022 Market Counsel Summit. We talk 2023 with Aaron Klein of Riskalyze and Gabe Garcia of SEI. We ...discuss when it might be time to go independent with David Canter, CEO of Bluespring and Peter Lazaroff gives his predictions for the future of the financial advisor space. Plus we feature an excerpt from our upcoming webinar with Becca Hajjar of Commonwealth.[+] Show More
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THE FA SHOW 21
Coverage of the 2022 Schwab Impact conference tops the bill here in ...
Coverage of the 2022 Schwab Impact conference tops the bill here in the 21st episode of The FA Show, 3xEquity's collaboration with AdvisorHub. This episode features interviews with James ...Hughes, Live Oak Bank; John Klaas, Puzzle Wealth; Brad McMillan, Commonwealth, and Peter Lazaroff, PlanCorp.
For advisors curious about a transition, visit the 3xEquity.com/qs
#digitalmarketing #financialadvisers #financialadvisor #advisortrends #advisorhub #raymondjames #commonwealthfinancial #plancorp #liveoakbank[+] Show More
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The FA Show Ep1 5 11 21 (Weekly News Web Series For Financial Advisors)
The FA Show on AdvisorHubTV powered by 3xEquity, the authority on ...
The FA Show on AdvisorHubTV powered by 3xEquity, the authority on advisor transitions.
Weekly news show for financial advisors featuring news, interviews, and insights from industry leaders and influencers. Be ...sure to subscribe now to receive future episodes.
Latest news on advisor moves, powered by 3xEquity, the authority on ...
Latest news on advisor moves, powered by 3xEquity, the authority on advisor transitions.
#UBS
#MerrillLynch
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The Advisor's Advisor: EP1 The 20-20-60 Rule
60/40, 50/50, 80/20...we talk about so many ratios every day, but one ...
60/40, 50/50, 80/20...we talk about so many ratios every day, but one that rarely gets mentioned is 20/20/60 and for advisors looking to grow their business, this may be the ...most important one.
Jeff Crosby discusses this powerful concept in this episode of The Advisor's Advisor, a joint collaboration between 3xEquity and AdvisorHub.
#financialadvisors #financialsadvisers #wealthmanagement #advisortrends[+] Show More
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THE FA SHOW EPISODE 2
The FA Show on AdvisorHubTV powered by 3xEquity, the authority on ...
The FA Show on AdvisorHubTV powered by 3xEquity, the authority on advisor transitions.
Weekly news show for financial advisors featuring news, interviews, and insights from industry leaders and influencers. Be ...sure to subscribe now to receive future episodes.
Thank you for watching this week's episode of "The FA Show" on ...
Thank you for watching this week's episode of "The FA Show" on AdvisorHubTV powered by 3xEquity, the authority on advisor transitions.
Weekly news show for financial advisors featuring news, interviews, and ...insights from industry leaders and influencers. Be sure to subscribe now to receive future episodes.
This week's episode features "The Advisor's Advisor", practice management tips from Jeff Crosby as well as an interview with Joe Duran, Founder & CEO of Goldman Sachs Personal Financial Management group and author of "The Money Code" available on Amazon.com at https://www.amazon.com/dp/B00BBKVFDE/
Are you a financial advisor who is curious about moving to a new broker dealer? Want to secure multiple offers while remaining 100% anonymous?
Learn more at 3xEquity.com.
#ahtv #advisorhubtv #thefashow #goldmansachs #themoneycode #UBS #Rockefeller #JPMorgan #TheFAShow #advisortrends #advisorhub[+] Show More
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THE FA SHOW EP 4
Register for the Kimberly Ta webinar mentioned in the news segment via ...
Thank you for watching this week's episode of "The FA Show" on AdvisorHubTV powered ...by 3xEquity, the authority on advisor transitions.
Weekly news show for financial advisors featuring news, interviews, and insights from industry leaders and influencers. Be sure to subscribe now to receive future episodes.
This week's episode features an interview with Andy Schwartz, Principal at Bleakley Financial Group.
Are you a financial advisor who is curious about moving to a new broker dealer? Want to secure multiple offers while remaining 100% anonymous?
Learn more at 3xEquity.com.
#ahtv #advisorhubtv #thefashow #BleakleyFinancialGroup #MorganStanley #UBS #MerrillLynch #EdwardJones #TheFAShow #advisortrends #advisorhub[+] Show More
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AHRW AdvisorHub Recruiting Wire Powered By 3xEquity 6/14/21
Two big moves for Morgan Stanley make up our AHRW for this week. Watch ...
Two big moves for Morgan Stanley make up our AHRW for this week. Watch the entire episode of THE FA SHOW right here on YouTube.
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THE FA SHOW EP 5
Thank you for watching this week's episode of "The FA Show" on ...
Thank you for watching this week's episode of "The FA Show" on AdvisorHubTV powered by 3xEquity, the authority on advisor transitions.
Weekly news show for financial advisors featuring news, interviews, and ...insights from industry leaders and influencers. Be sure to subscribe now to receive future episodes.
Are you a financial advisor who is curious about moving to a new broker-dealer? Want to secure multiple offers while remaining 100% anonymous?
Learn more at 3xEquity.com.
#ahtv #advisorhubtv #thefashow #BleakleyFinancialGroup #CressetAssetManagement #RBC #BernieMadoff #MadoffTalks #AmandaDolan #JimCampbell #MorganStanley #UBS #MerrillLynch #EdwardJones #TheFAShow #advisortrends #advisorhub[+] Show More
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THE FA SHOW EP 7
The only web series dedicated to news and insights for financial ...
The only web series dedicated to news and insights for financial advisors. Watch additional episodes on YouTube. Curious about transitioning to a new broker-dealer? Visit 3xEquity.com/qs
This episode ...features an interview with Patrick Jancsy from Cetera as well as advisor moves in The Recruiting Wire Powered By 3xEquity.
#AdvisorTrends
#LPLFinanacial
#UBS
#MerrillLynch
#JPMorgan
#MorganStanley
#AdvisorHub
#AdvisorTransitions[+] Show More
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THE FA SHOW EP 8: TOP STORIES
Only have 2 and a half minutes? Still want to catch up on all of the ...
Only have 2 and a half minutes? Still want to catch up on all of the latest big financial advisors stories? Watch this edit of The FA Show ...EP 8, our collaboration with AdvisorHub.
The full episode is available on our YouTube channel as well - search 3xEquity[+] Show More
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THE FA SHOW EP 8
The only web series dedicated to news and insights for financial ...
The only web series dedicated to news and insights for financial advisors. Watch additional episodes on YouTube. Curious about transitioning to a new broker-dealer? Visit 3xEquity.com/qs
This episode ...features the latest installment of "The Advisor's Advisor" plus an interview with Andrew Daniels from Commonwealth as well as advisor moves in The Recruiting Wire Powered By 3xEquity.
#AdvisorTrends
#Rockefeller
#LPLFinanacial
#CommonwealthFinancial
#UBS
#MerrillLynch
#JPMorgan
#MorganStanley
#AdvisorHub
#AdvisorTransitions[+] Show More
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THE FA SHOW EP 10 (Featuring Matt Chisholm, Commonwealth)
The only web series dedicated to news and insights for financial ...
The only web series dedicated to news and insights for financial advisors. Watch additional episodes on YouTube. Curious about transitioning to a new broker-dealer? Visit 3xEquity.com/qs
This episode ...features the latest installment of "The Advisor's Advisor" plus an interview with Matt Chisholm as well as advisor moves in The Recruiting Wire Powered By 3xEquity.
#AdvisorHub
#FinancialAdvisors
#WellsFargoAdvisors
#Rockefeller
#LPLFinanacial
#CommonwealthFinancial
#UBS
#MerrillLynch
#JPMorgan
#Stifel
#MorganStanley
#AdvisorTrends
#AdvisorTransitions[+] Show More
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THE FA SHOW EP. 12
The only web series dedicated to news and insights for financial ...
The only web series dedicated to news and insights for financial advisors. Watch additional episodes on YouTube. Curious about transitioning to a new broker-dealer? Visit 3xEquity.com/qs
This episode ...features a rare look at an advisor transition video courtesy of Lake Wealth Management Group.
#AdvisorHub
#FinancialAdvisors
#DADavidson
#WellsFargoAdvisors
#Rockefeller
#LPLFinanacial
#CommonwealthFinancial
#UBS
#MerrillLynch
#JPMorgan
#Stifel
#MorganStanley
#AdvisorTrends
#AdvisorTransitions[+] Show More
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THE FA SHOW EP 11
The only web series dedicated to news and insights for financial ...
The only web series dedicated to news and insights for financial advisors. Watch additional episodes on YouTube. Curious about transitioning to a new broker-dealer? Visit 3xEquity.com/qs
This episode ...features the latest installment of "The Advisor's Advisor" plus an interview with Micahel Purpura as well as advisor moves in The Recruiting Wire Powered By 3xEquity.
#AdvisorHub
#FinancialAdvisors
#DADavidson
#WellsFargoAdvisors
#Rockefeller
#LPLFinanacial
#CommonwealthFinancial
#UBS
#MerrillLynch
#JPMorgan
#Stifel
#MorganStanley
#AdvisorTrends
#AdvisorTransitions[+] Show More
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Financial Advisor Transition Survey Results Report: 2021 AdvisorHub Summit Talk By Jeff Crosby
Footage from the Nov 2021 AdvisorHub Summit where 3xEquity Founder and ...
Footage from the Nov 2021 AdvisorHub Summit where 3xEquity Founder and CEO Jeff Crosby presented findings from the annual advisor transition survey. Over 500 advisors replied to the inquiry, ...providing insight into the transition process from "why they moved" to "how successful they were in transitioning assets." The findings from this report are available as a free download at 3xEquity.com.[+] Show More
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The FA Show (Ep 14)
This episode features the biggest advisor moves of 2021 as reported by ...
This episode features the biggest advisor moves of 2021 as reported by AdvisorHub plus an excerpt from Tony Sirianni's interview with Jeff Crosby on 3xEquity's latest advisor transition survey.
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The FA Show Ep17: Featuring an interview with Tony Miller, Janney
Financial Advisors curious about moving to a new broker dealer should ...
Financial Advisors curious about moving to a new broker dealer should enjoy this episode of The FA Show. We'll explore Janney with an excerpt from AdivsorHub Publisher Tony Sirianni's ...interview with Tony Miller, plus we highlight the biggest moves of May 2022 and feature some advice for handling difficult conversations with clients due to market volatility in The Advisor's Advisor. #advisortrends #financialadvisors #janney #rockefeller #morganstanley #advisorhub[+] Show More
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The FA Show (Episode 19) with Ed Swenson & Shirl Penney from Dynasty
LPL opens their wallet in an effort to secure more top talent before ...
LPL opens their wallet in an effort to secure more top talent before the end of the year, that story and more in this episode of The FA Show, 3xEquity's ...video series created for financial advisors who are looking to move to a new broker dealer. Presented in cooperation with AdvisorHub.[+] Show More