3xEquity

B. Riley Firesale Tells Remaining Advisors Exactly How Much They Are Loved - 3xEquity | Advisor Transition Services and Practice Valuations https://hubs.la/Q02WGxfm0

Can being 'unreasonable' be a good thing? https://hubs.la/Q02WptDD0

Hard to see much downside in this for advisors. If you are curious, we can help you start the process while remaining 100% anonymous. DM or visit our site. https://hubs.la/Q02VS_1t0

Congratulations Jeff on your incredible accomplishment.

Wishing our founder/CEO Jeff Crosby good luck as he competes in his 10th Ironman World Championships tomorrow. Follow along on Outside TV or via the 3xEquity Facebook page as Jeff tackles his 30th Ironman Triathlon in Kona, Hawai'i. https://hubs.la/Q02VVJ2S0

Our latest blog post is now in a convenient audio form. https://hubs.la/Q02VxR2g0 Find all of our podcasts on #Spotify.

First Wave Of 2025 Comp Plans Announced - Morgan Stanley, Wells Fargo, and Merrill Lynch roll out plans. Here's what's been reported and what you need to know. https://hubs.la/Q02VxMp00

We've updated our website to make it even easier to find your best fit. Visit today https://hubs.la/Q02T-Zz10.

The #1 question on every advisor's mind: "Will my assets move with me?" After years of building client relationships and managing their wealth, it's natural to worry about making a big move. But here's the truth—assets do move and overwhelmingly so. 🚀 In our latest article, we break down: ✅ Why the transition process is easier than ever (spoiler: broker-dealers have your back). ✅ Why clients trust YOU more than the name on the door. ✅ How moving toward better tech and new opportunities excites clients to follow. ✅ Why working with a transition consultant like 3xEquity can relieve the pressure and ensure a smooth transition while keeping you 100% anonymous. 💼 Ready to take the next step in your career? Don’t let fear hold you back—discover how you can make the move confidently with your clients by your side. https://hubs.la/Q02TyxTw0 #financialadvisors #wealthmanagement #transition #brokerdealer #clientrelationships #advisorcareers #3xEquity

Thinking about transitioning to a new broker-dealer? Navigating the complexities of switching firms can be daunting, but you don't have to do it alone! Engaging a transition consultant early in your process is a game-changer for financial advisors. At 3xEquity, we specialize in helping advisors clarify their needs and goals, save time and effort, and avoid the overwhelm that often comes with a move. Our experienced team acts as your guide, providing insights and support every step of the way—from securing multiple offers while maintaining confidentiality to negotiating the best terms possible. https://hubs.la/Q02T9dGJ0 ✨ By partnering with us, you can leverage our full suite of tools and expertise to streamline the transition process and focus on what you do best—serving your clients. Ready to take the next step in your career? Explore how we can help you find the right fit today! Visit us at https://hubs.la/Q02T9dxt0. #FinancialAdvisors #TransitionConsulting #BrokerDealer #3xEquity #CareerTransition #FinancialServices