Hosted by 3xEquity · 🇺🇸 US · EN · 152 episodes
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Podcasts and webinar replays from 3xEquity, the authority on financial advisor transitions. Learn more at 3xEquity.com
3xEquity hosts AdvisorTrends - The 3xEquity Podcast, a business show with 152 episodes published.
Learn more at 3xEquity.com. The past few months were something. Markets moved in ways that required near-constant attention and explanation. Clients who had been steady for years were suddenly calling, texting, emailing.
Learn more at 3xEquity.com Spend any time online and you’ll notice a major obsession with optimization. The internet calls it “maxxing.” Looksmaxxing. Statusmaxxing. Fitnessmaxxing. Sleepmaxxing. Strip away the slang, an
Learn more at 3xEquity.com. A transition affects your clients, your team, your operations, your technology, your compensation and the future of your business. It requires planning. It requires diligence. It requires hard
Learn more at 3xEquity.com For advisors watching LPL from the outside, the last few days may have felt like a lot all at once. First came the news that Scott Posner, LPL’s recruiting chief, is leaving in June. Then came
Learn more at 3xEquity.com Right Now Is A Bad Time To Move. Do This Instead. You opened your browser this morning and got the full treatment. Military conflict in the Middle East. Gas prices climbing. And on top of every
Learn more at 3xEquity.com. When was the last time you had a Burger King Whopper? I know, I know. We are all supposed to be getting healthier. Fast food burgers may not be on your radar anymore. But think back to the las
Learn more: 3xEquity.com For years, football has sold us a familiar storyline. A new coach arrives, the team takes its lumps, the front office “gathers assets,” and if everything breaks right, you’re ready to compete in
Learn more at 3xEquity.com. One of the most persistent fears holding financial advisors back from making a move is the idea that transitioning firms inevitably means losing assets. The logic feels intuitive. Assets were
Learn more at 3xEquity.com. As 2025 comes to a close, many financial advisors are reflecting on a year marked by rapid change and heightened uncertainty. Shifts in the political climate, ongoing economic questions, trade
Learn more at 3xEquity.com Going along for the ride just because your broker dealer was acquired is not always the best solution When LPL CEO Rich Steinmeier acknowledged that signing on Commonwealth advisors is taking l
Learn more at 3xEquity.com It's too late to move... We know. That is not the headline you expected from a transition consulting firm. But it is the truth. At this point in 2025, the runway for a clean, well-planned trans
Learn more at 3xEquity.com. Why top advisors are crossing the fence and how recent moves reinforce the trend If you’re the kind of advisor who tracks moves, it should come as no surprise that AdvisorHub is reporting this
Learn more at 3xEquity.com. A Growing Shift Toward Independence, Alignment, and Open Architecture Financial advisors are rethinking what they want from their broker-dealer relationship. Across the industry, more advisors
Learn more at 3xEquity.com. Every week, headlines announce another advisor joining a new broker-dealer. The press releases all sound the same, filled with upbeat quotes about next-generation technology, enhanced support,
Learn more at 3xEquity.com. For years, recruiting top advisors has been defined mainly by transition offers. Firms have gone to war with record-breaking deals, sometimes paying 300% to 400% of trailing twelve-month reven
Learn more and secure your own offers at 3xEquity.com. LPL Financial’s acquisition of Commonwealth is more than a merger — it’s a masterclass in transition strategy. In this AdvisorTrends episode, we break down what happ
Another BD has done it...it's made a decision that impacts the careers of 120 of their advisors. In this reading of our most recent article we help unpack what happened and remind advisors that they ultimately choose the
Learn more at 3xEquity.com The Play Everyone’s Still Talking About In Game 1 of the 2025 National League Championship Series, the Dodgers looked ready to break the game open. Bases loaded, one out, Max Muncy at the plate
Learn more at 3xEquity.com There’s an old saying: the best time to start something was two weeks ago. The second best time is right now. If you’ve been thinking about switching firms in 2026, that advice couldn’t be more
Learn more at 3xEquity.com In football, some of the most electrifying plays start small and end big. Think of that short screen pass that turns into an 80-yard sprint to the end zone. That extra burst of speed, the visio
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AdvisorTrends - The 3xEquity Podcast is hosted by 3xEquity. The show is categorised under business and has published 152 episodes.
AdvisorTrends - The 3xEquity Podcast has published 152 episodes.
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