All episodes
3xEquity.com | The Summer Play Most Advisors Miss
3xEquity.com | The Maxxing Movement (And Your Move)
3xEquity.com | $6B Reasons Not To Overthink A Transition
3xEquity.com | LPL’s Recent Headlines Should Prompt A Pause, Not A Panic
3xEquity.com | Right Now Is A Terrible Time To Move
3xEquity.com | What The Whopper Can Teach Advisors
3xEquity.com | Don’t Wait to Win: How This Year's Big Game Busts the Rebuild Myth
3xEquity.com | The Math Myth of Moving
3xEquity.com | As 2025 Ends, Why Advisors Should Look Toward 2027 (yes, 2027)
3xEquity.com | LPL's CEO Confirms What We've Been Saying All Along
3xEquity.com | It's Too Late To Move
3xEquity.com: From Loyalty to Leaving: Why Top Teams Exit Edward Jones
3xEquity: Figuring Out What's Up At United Planners
3xEquity.com | The Real Reason Advisors Move (Isn't In The Press Release)
3xEquity.com | LPL Shifts The Battlefield To Fees
3xEquity.com | What Advisors Can Learn From LPL's Acquisition of Commonwealth
3xEquity.com | Your Annual Reminder That Choice Is A Superpower
What Baseball’s Wildest Double Play Ever Can Teach Financial Advisors
Under 90 Days to 2026: Are You Positioned for Your Next Move?
The NFL Stat Financial Advisors Need To Consider Before A Transition
The Death of Dial-Up: What It Means To Advisors
Advisor Tech: Who’s In (and Winning) the AI Race?
You Gonna Eat That?
Can Edward Jones Pull Off a Range Rover?
Apple Eyes Your BizDev Strategy
No “Perfect” Time to Move, But 2025 Stands Out for Advisor Transitions
Should Florida Advisors Be Worried About CHOICE?
Time to Hit Pause: Why Commonwealth Advisors Should Step Back
Why the Best Advisors Focus on “Yards After the Catch”
Does Your Practice Need a Torpedo Bat?
LPL, Commonwealth, and the Power of Choice
What Financial Advisors Can Learn from Earl Weaver: The Original Data-Driven Manager
Would You Switch Firms In This Market?
Navigating a Transition in Chaotic Times: Why Now is the Time to Work with a Consultant
BD Shocked Advisors Are Exiting Through Door It Built
What Do the Latest Cerulli Findings Mean for Curious Advisors?
A 1,563% Spike In Google Searches Has Us Reading Between The Lines On This BD
What A Polar Bear Plunge Can Teach You About Your Practice
As 2024 Ends, Why Advisors Should Look Toward 2026
Money Can’t Buy Happiness, Can Moving Firms?
UBS Opts For Best Ball Format In 2025 Comp Plan
When Is the Right Time to Leave Edward Jones?
Does B. Riley's Firesale Tell Remaining Advisors Exactly How Much They Are Loved?
‘Unreasonable’ Advice For Financial Advisors From Will Guidara’s Playbook
First Wave Of 2025 Comp Plans Announced
Assets Move: The Question Is Should You?
Morgan Stanley’s New Comp Structure: A Gentle Nudge Out the Door for Smaller Advisors
Is It Time For A Gut-Check?
What The New iPhone 16 Launch Can Teach Advisors
Is It Too Late To Move In 2024?
Keep Your Head on a Swivel: What NFL Quarterbacks Can Teach Financial Advisors About Navigating Transitions
On Moving Towards Something, Not Just Away...
With B. Riley Hitting Bumps, What Should Advisors Do?
Repapering's Bark Worse Than Its Bite
Why You Should Think About Quitting Your New BD Before You Even Join
Why You Should Think About Quitting Your New BD Before You Even Join Them
"Am I A Bad Person?" For Wanting To Switch My Broker Dealer?
How To Evaluate The Best Broker-Dealer For Your Practice
34% Of Advisors Are Ready To Roll
How A Practice Valuation Can Help You Know Your Unknown Unknowns
Is July The Best Time To Transition?
How Financial Advisors Can Manage Political Discussions With Clients
Summer Reads For Financial Advisors: Our Picks For A Productive Summer (And Beyond!)
Growing Your Practice The Cal Newport Way
15 Things You Can’t Afford To Overlook When Considering A Move To A New Broker-Dealer
Will U4 Dings Impact My Ability To Move To A New Broker-Dealer?
What An In-House Recruiter Might Not Be Telling You
Stop Doing Dumb Things: Uncovering the Hidden Costs of Broker-Dealer Fees
Understanding Bitcoin: An In-Depth Guide For Financial Advisors And Wealth Management Clients
Why Choice Is The Ultimate Super Power For Atria Advisors
How We Get Paid (And Why That Matters)
BlackRock And Bitcoin – Larry Fink Continues Crypto Roadshow Post Bitcoin ETF Launch
Bitcoin ETF Approvals Will Force Advisors To Have Asset Allocation Conversations Based On Bitcoin Performance
Cresset Bolts Broker Protocol
UBS Telegraphs ‘Now or Never’ Recruiting Push; Aims To Adjust Deal Structures
On Defining Your Why Ahead Of Selling Your Practice
Too Busy To Transition
Goldman Sachs And Citi Late To HNW Wealth Management Party; Attempt To Bolster Advisor Ranks
Cetera Increases Choices For Advisors
Wells Addresses Loners, Rebels With Independent Option
Biggest Moves Of February 2023 + Recruiting Leaderboard
Commonwealth's Uncommon 2022
Fidelity Ramps Up Hiring
The Impact Of Regional Shifts
LPL Raises (Again)
Choosing The Right Firm – Culture Edition
When Is The Best Time To Get A Practice Valuation?
Who Will Be The Most Watched BD In 2023
What Is Your Why?
FINRA Expands Focus
Considering A Move in 2023? Start Here.
Making A List, Checking It...
The Time For Succession Planning Is Now
Being Thankful And Fortifying
Beyond The Headlines
Weathering The Storm
Separating The Tricks From The Treats
Moving Beyond DIY
PUTTING TIME BACK ON YOUR SIDE
Finding The Right Work Environment