Episodes
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3xEquity.com | The Summer Play Most Advisors Miss
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. The headlines kept coming and the questions kept coming with them. Rising...
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3xEquity.com | The Maxxing Movement (And Your Move)
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, and the idea is simple: people want to get more out of the effort they're…
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3xEquity.com | $6B Reasons Not To Overthink A Transition
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 questions. What it does not require is endless overthinking that turns every...
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3xEquity.com | LPL’s Recent Headlines Should Prompt A Pause, Not A Panic
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 another major headline: LPL is acquiring Mariner Advisor Network, a business...
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3xEquity.com | Right Now Is A Terrible Time To Move
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 everything, it's tax season. It’s a lot. And if you are a financial advisor who…
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3xEquity.com | What The Whopper Can Teach Advisors
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 last time you were on the road, hungry, and fast food was your only option. Odds...
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3xEquity.com | Don’t Wait to Win: How This Year's Big Game Busts the Rebuild Myth
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 a few seasons. This year’s big game is challenging the old idea that it takes...
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3xEquity.com | The Math Myth of Moving
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 hard won. Relationships took years to build. Walking away from a platform…
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3xEquity.com | As 2025 Ends, Why Advisors Should Look Toward 2027 (yes, 2027)
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 and tariff discussions, and broader cultural tension created an environment...
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3xEquity.com | LPL's CEO Confirms What We've Been Saying All Along
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 longer than expected, he confirmed something we have been telling advisors for...
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3xEquity.com | It's Too Late To Move
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 transition is simply too short. Could you still do it? Sure. We have helped…
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3xEquity.com: From Loyalty to Leaving: Why Top Teams Exit Edward Jones
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 week another move out of Edward Jones, this time a team managing more than...
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3xEquity: Figuring Out What's Up At United Planners
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 are gravitating toward platforms that prioritize independence, transparency,...
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3xEquity.com | The Real Reason Advisors Move (Isn't In The Press Release)
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, and a culture of innovation. But beneath the polished language lies a...
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3xEquity.com | LPL Shifts The Battlefield To Fees
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 revenue to land top talent. But even the richest offers have their limits. LPL...
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3xEquity.com | What Advisors Can Learn From LPL's Acquisition of Commonwealth
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 happened, why it matters, and how it mirrors the experience of advisors who make...
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3xEquity.com | Your Annual Reminder That Choice Is A Superpower
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 their destiny. Learn more at 3xEquity.com. It’s happened again. Another...
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What Baseball’s Wildest Double Play Ever Can Teach Financial Advisors
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. Then came a 404-foot blast to center. Brewers outfielder Sal Frelick leapt…
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Under 90 Days to 2026: Are You Positioned for Your Next Move?
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 relevant. The difference between a smooth, profitable transition and a...
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The NFL Stat Financial Advisors Need To Consider Before A Transition
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 vision to find open space, and the ability to break tackles lead to big gains.…
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The Death of Dial-Up: What It Means To Advisors
Read more and secure your own offers at 3xequity.com In September 2025, AOL will finally shut down its dial-up internet service, ending more than 30 years of a connection method that once defined how millions experienced the online world. For those who remember the whirring modem tones and the...
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Advisor Tech: Who’s In (and Winning) the AI Race?
Learn more and control your career conversation at 3xEquity.com Is your BD putting AI to work—or putting it off? In a profession that once relied on handwritten notes and leather-bound appointment books, financial advisors now stand at the cusp of a seismic shift. Artificial intelligence is no...
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You Gonna Eat That?
Learn more at 3xEquity.com. In the economic food chain, someone always ends up footing the bill. Prices go up, margins shrink, and somebody is left saying, “Fine, I’ll eat it.” That’s true with tariffs, oil shocks, crop failures—and now, apparently, with your broker-dealer’s new “service...
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Can Edward Jones Pull Off a Range Rover?
Learn more at 3xEquity.com Edward Jones has long been the entry-level 4x4 of the financial services world. Built for utility, widely available, and designed to get the job done, it was never flashy—but it was accessible. Advisors cut their teeth there, and clients who didn’t know where else to go...
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Apple Eyes Your BizDev Strategy
Learn more at: 3xequity.com. For decades, cold calling was the bread and butter of client acquisition for financial advisors. It was a numbers game. Call enough people, and a few would say yes. But in 2025, the game is changing and in this case, Apple isn’t exactly your best friend. With iOS 26,...
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No “Perfect” Time to Move, But 2025 Stands Out for Advisor Transitions
Learn more at 3xEquity.com 2025 is shaping up to be an especially promising year for financial advisors considering a move to a new firm. Industry veterans will tell you there’s never a perfect time to change broker-dealers. Markets are always shifting, and there are always reasons to stay put.…
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Should Florida Advisors Be Worried About CHOICE?
Learn more at 3xequity.com. With the CHOICE Act poised to strengthen non-competes in Florida, advisors may face a shrinking window of opportunity. Florida is about to become ground zero in the national tug-of-war over non-compete agreements. On July 1, 2025, the state’s new CHOICE Act takes...
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Time to Hit Pause: Why Commonwealth Advisors Should Step Back
Learn more at 3xEquity.com. Hello and welcome to another episode of AdvisorTrends, 3x Equity's podcast where we explore what’s new, what’s next, and what’s working for financial advisors who are thinking about growing their practice. Today I want to talk about the value of hitting the pause…
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Why the Best Advisors Focus on “Yards After the Catch”
Learn more and find more episodes at 3xEquity.com. In football, some of the most electrifying plays don’t happen at the moment the ball is caught — they happen after the catch. That extra burst of speed, the vision to find open space, and the ability to break tackles lead to big gains. This is...
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Does Your Practice Need a Torpedo Bat?
Learn more at 3xEquity.com Hello and welcome to another episode of AdvisorTrends, 3x Equity's podcast where we explore what’s new, what’s next, and what’s working for financial advisors who are thinking about growing their practice. Today I want to talk about baseball. More specifically—about a…
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LPL, Commonwealth, and the Power of Choice
Learn more at 3xEquity.com Today we’re talking about some major rumblings in the wealth management world. Word is, LPL Financial—the industry's undisputed recruiting juggernaut—may be acquiring Commonwealth Financial Network, one of the most respected boutique firms in the space. Now, if you’re a...
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What Financial Advisors Can Learn from Earl Weaver: The Original Data-Driven Manager
Learn more at 3xEquity.com Welcome to AdvisorTrends, the podcast where we explore the moves, strategies, and insights shaping the future of financial advising. I’m your host, and today, we’re talking baseball. That’s right—baseball season is back next week, and with it comes the kind of optimism...
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Would You Switch Firms In This Market?
Learn more at 3xEquity.com. A recent Reddit post titled “Would you switch firms in this market?“ caught our eye. It’s a great question and likely one that’s on the mind of many advisors—whether they were mid-process on a transition or were considering dipping their toe in the water. With markets...
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Navigating a Transition in Chaotic Times: Why Now is the Time to Work with a Consultant
Learn more at3xEquity.com. The past few weeks have been, simply put, chaotic. The speed of domestic and global events has accelerated, making it harder to keep up—let alone plan for the future. Technological advancements in AI and breakthroughs in medical and pharmaceutical fields are moving at a...
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BD Shocked Advisors Are Exiting Through Door It Built
Learn more at 3xEquity.com. Turns out, if you build an exit ramp and start pushing people toward it, they might just take the hint. Who could have seen that coming? As reported by AdvisorHub, UBS executives are sending mixed signals to their advisors. On one hand, they’re openly acknowledging…
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What Do the Latest Cerulli Findings Mean for Curious Advisors?
Learn more at 3xEquity.com. The latest Cerulli Associates report paints a complex picture of the wealth management industry: advisor headcount is stagnant, top talent is scarce, and broker-dealers are competing fiercely for a shrinking pool of professionals. For advisors curious about their…
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A 1,563% Spike In Google Searches Has Us Reading Between The Lines On This BD
Learn more at 3xEquity.com. Google’s data rarely lies, and last week, searches for “how to quit Edward Jones” were up an eye-popping 1,563%. While we can’t confirm every search came from an Edward Jones advisor Googling their way out the door, it paints an interesting picture—one that shouldn’t...
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What A Polar Bear Plunge Can Teach You About Your Practice
Learn more at 3xEquity.com Welcome to another episode of AdvisorTrends, 3xEquity's podcast on advisor transitions and strategies for growing your practice. It’s New Year’s, and for many of you, that means it’s time for your local Polar Bear Plunge. In this episode, we’ll dive into how this icy...
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As 2024 Ends, Why Advisors Should Look Toward 2026
Learn more at 3xEquity.com. Undoubtedly, lots of good things will happen in 2025 and we don’t want to skip over it completely, but 2026 might be where it's at, especially for advisors who are eyeing a transition. As we close out 2024, here are key reasons why 2026 should already be on your radar:...
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Money Can’t Buy Happiness, Can Moving Firms?
Learn more at 3xEquity.com As we close out another year marked by significant transition activity in the financial advisory space, it’s clear that for many, the decision to move isn’t just about dollars and cents—it’s about satisfaction, growth, and building a better future. Still, skepticism...
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UBS Opts For Best Ball Format In 2025 Comp Plan
Learn more at 3xEquity.com. UBS has joined Morgan Stanley, Wells Fargo, and Merrill Lynch in unveiling updates comp plans for 2025 aimed at growth and profitability—but not without ruffling some feathers. UBS made waves with its decision to abandon its unique team-based grid rate system in favor…
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When Is the Right Time to Leave Edward Jones?
Learn more at 3xEquity.com Welcome to AdvisorTrends, the podcast for financial advisors navigating career transitions and seeking the best fit in the world of broker-dealers. Today, we're diving into a question many advisors face at some point in their careers: “When is the right time to leave...
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Does B. Riley's Firesale Tell Remaining Advisors Exactly How Much They Are Loved?
Learn more at 3xEquity.com Unlike in pro sports, the wealth management space doesn’t have a trade deadline, but if it did B.Riley and Stifel just made a huge deadline deal, and the optics are…awkward. According to AdvisorHub, B. Riley Financial Inc. is handing over a portion of its wealth...
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‘Unreasonable’ Advice For Financial Advisors From Will Guidara’s Playbook
Learn more at 3xEquity.com. Will Guidara, recognized for his transformative influence on hospitality through his work at Eleven Madison Park, as well as his roles as writer, co-producer, and actor on the TV show The Bear and author of the New York Times bestseller Unreasonable Hospitality, offers...
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First Wave Of 2025 Comp Plans Announced
Read more at 3xequity.com. Welcome back to AdvisorTrends, the podcast where we break down the latest developments in the financial industry to help you make informed decisions. I’m your host, and today, we’re diving into the 2025 compensation plans just released by three of the industry’s biggest...
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Assets Move: The Question Is Should You?
Learn more at 3xEquity.com The number one fear among financial advisors considering a move to a new broker-dealer is this: “Will my assets move with me?” And it’s not hard to understand why. After all, wealth management requires some wealth to manage, and you’ve likely worked hard to cultivate…
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Morgan Stanley’s New Comp Structure: A Gentle Nudge Out the Door for Smaller Advisors
Learn more at 3xequity.com Welcome to AdvisorTrends, where we help financial advisors navigate the complexities of transitioning to a new platform or broker-dealer. Today, we’re diving into Morgan Stanley’s latest comp structure for 2025—and what it means for smaller advisors. Morgan Stanley just...
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Is It Time For A Gut-Check?
Learn more at 3xequity.com. For many advisors, the end of the year feels like the perfect time to make the leap to a new broker-dealer. The clean break provided by the turning of the calendar is appealing, offering tangible (and often tax-driven) talking points for clients. When combined with...
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What The New iPhone 16 Launch Can Teach Advisors
Learn more at 3xEquity.com. The launch of the new iPhone 16 is sparking excitement everywhere. Packed with AI-driven features, cutting-edge apps, and powerful hardware, it promises to transform how users interact with their devices. For some, this new model represents the pinnacle of…
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Is It Too Late To Move In 2024?
Read the full article/transcript at 3xEquity.com. As the year draws to a close, financial advisors contemplating a switch to a new broker-dealer are likely asking themselves one pressing question: is there enough time to make the move before the end of 2024? Transitioning to a new broker-dealer…
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Podcasts and webinar replays from 3xEquity, the authority on financial advisor transitions. Learn more at 3xEquity.com
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