AdvisorTrends - The 3xEquity Podcast

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 costs. Geopolitical noise. Information overload across every channel. You handled it. That’s what you do...

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 already putting in. Better habits. Better systems. Better tools. Better outcomes. For financial advisors...

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 possible moving part into a reason to do nothing. That is where too many advisors get stuck. They sta...

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 tied to 367 advisors and roughly $31 billion in assets. Either story on its own would have gotten att...

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 has been quietly thinking about a transition, mornings like this make it easy to table the conversati...

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 are Burger King wasn't the first spot you thought of. For the team at Burger King, that was a Who...

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 years to rebuild, recalibrate, and contend, with two teams led by head coaches still new enough to be...

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 must mean watching part of that book disappear. But time and again, the data tells a different story. This...

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 where clients needed more communication, more reassurance, and more perspective. For many advisors, th...

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 months. Surprise acquisitions create hesitation. They create questions. And they create a moment when...

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 advisors identify a new home and complete a move in as little as two weeks. But do we recommend it? No. A...

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 $300 million in assets joining Ameriprise Financial in search of greater flexibility, independence,...

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, flexibility, and advisor alignment. One firm that continues to appear on evaluation shortlists is Uni...

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 different story. As transition consultants, we read these announcements daily, and after a while, the samene...

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 Financial’s latest announcement  signals a shift in the recruiting battlefield. Instead of raising the st...

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 successful moves every year. Eighty percent of assets have already shifted to LPL, with a target of ni...

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 broker-dealer has decided to exit a channel, leaving advisors to ponder their next move. Stifel Financial...

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 at the wall, the ball hit his glove, then the wall, then his glove again. It wasn’t a catch, so runners...

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 stressful one often comes down to timing and preparation. A move isn’t just about a new logo on the door, i...

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. This is captured in a stat known as Yards After Catch (YAC). It’s not just about making the catch; it’s ab...

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 thrill of seeing “You’ve Got Mail,” dial-up was more than a technology — it was a gateway to a new era. B...

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 longer just a buzzword floating around fintech conferences. It is actively reshaping client service, prod...

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 enhancements.” One of the biggest Broker Dealers just slapped advisors with a new platform fee of 5% on AUM ....

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 found a familiar, Main Street option. But now, the firm is shifting gears. They're not just adding...

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, Apple is introducing a new Call Screening feature that changes how unknown calls reach iPhone users. In...