AdvisorTrends - The 3xEquity Podcast
By 3xEquity
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Episodes: 152
Description
Podcasts and webinar replays from 3xEquity, the authority on financial advisor transitions. Learn more at 3xEquity.com
| Episode | Date |
|---|---|
|
3xEquity.com | The Summer Play Most Advisors Miss
|
May 27, 2026 |
|
3xEquity.com | The Maxxing Movement (And Your Move)
|
May 21, 2026 |
|
3xEquity.com | $6B Reasons Not To Overthink A Transition
|
May 04, 2026 |
|
3xEquity.com | LPL’s Recent Headlines Should Prompt A Pause, Not A Panic
|
Apr 15, 2026 |
|
3xEquity.com | Right Now Is A Terrible Time To Move
|
Mar 12, 2026 |
|
3xEquity.com | What The Whopper Can Teach Advisors
|
Feb 26, 2026 |
|
3xEquity.com | Don’t Wait to Win: How This Year's Big Game Busts the Rebuild Myth
|
Feb 01, 2026 |
|
3xEquity.com | The Math Myth of Moving
|
Dec 29, 2025 |
|
3xEquity.com | As 2025 Ends, Why Advisors Should Look Toward 2027 (yes, 2027)
|
Dec 15, 2025 |
|
3xEquity.com | LPL's CEO Confirms What We've Been Saying All Along
|
Dec 10, 2025 |
|
3xEquity.com | It's Too Late To Move
|
Dec 08, 2025 |
|
3xEquity.com: From Loyalty to Leaving: Why Top Teams Exit Edward Jones
|
Dec 03, 2025 |
|
3xEquity: Figuring Out What's Up At United Planners
|
Nov 20, 2025 |
|
3xEquity.com | The Real Reason Advisors Move (Isn't In The Press Release)
|
Nov 11, 2025 |
|
3xEquity.com | LPL Shifts The Battlefield To Fees
|
Nov 07, 2025 |
|
3xEquity.com | What Advisors Can Learn From LPL's Acquisition of Commonwealth
|
Nov 04, 2025 |
|
3xEquity.com | Your Annual Reminder That Choice Is A Superpower
|
Oct 29, 2025 |
|
What Baseball’s Wildest Double Play Ever Can Teach Financial Advisors
|
Oct 15, 2025 |
|
Under 90 Days to 2026: Are You Positioned for Your Next Move?
|
Oct 06, 2025 |
|
The NFL Stat Financial Advisors Need To Consider Before A Transition
|
Sep 18, 2025 |
|
The Death of Dial-Up: What It Means To Advisors
|
Aug 12, 2025 |
|
Advisor Tech: Who’s In (and Winning) the AI Race?
|
Jul 24, 2025 |
|
You Gonna Eat That?
|
Jul 11, 2025 |
|
Can Edward Jones Pull Off a Range Rover?
|
Jul 03, 2025 |
|
Apple Eyes Your BizDev Strategy
|
Jun 18, 2025 |
|
No “Perfect” Time to Move, But 2025 Stands Out for Advisor Transitions
|
Jun 06, 2025 |
|
Should Florida Advisors Be Worried About CHOICE?
|
May 09, 2025 |
|
Time to Hit Pause: Why Commonwealth Advisors Should Step Back
|
Apr 15, 2025 |
|
Why the Best Advisors Focus on “Yards After the Catch”
|
Apr 09, 2025 |
|
Does Your Practice Need a Torpedo Bat?
|
Apr 03, 2025 |
|
LPL, Commonwealth, and the Power of Choice
|
Mar 28, 2025 |
|
What Financial Advisors Can Learn from Earl Weaver: The Original Data-Driven Manager
|
Mar 21, 2025 |
|
Would You Switch Firms In This Market?
|
Mar 06, 2025 |
|
Navigating a Transition in Chaotic Times: Why Now is the Time to Work with a Consultant
|
Feb 11, 2025 |
|
BD Shocked Advisors Are Exiting Through Door It Built
|
Feb 05, 2025 |
|
What Do the Latest Cerulli Findings Mean for Curious Advisors?
|
Jan 21, 2025 |
|
A 1,563% Spike In Google Searches Has Us Reading Between The Lines On This BD
|
Jan 06, 2025 |
|
What A Polar Bear Plunge Can Teach You About Your Practice
|
Dec 30, 2024 |
|
As 2024 Ends, Why Advisors Should Look Toward 2026
|
Dec 13, 2024 |
|
Money Can’t Buy Happiness, Can Moving Firms?
|
Dec 05, 2024 |
|
UBS Opts For Best Ball Format In 2025 Comp Plan
|
Nov 25, 2024 |
|
When Is the Right Time to Leave Edward Jones?
|
Nov 12, 2024 |
|
Does B. Riley's Firesale Tell Remaining Advisors Exactly How Much They Are Loved?
|
Nov 01, 2024 |
|
‘Unreasonable’ Advice For Financial Advisors From Will Guidara’s Playbook
|
Oct 28, 2024 |
|
First Wave Of 2025 Comp Plans Announced
|
Oct 23, 2024 |
|
Assets Move: The Question Is Should You?
|
Oct 15, 2024 |
|
Morgan Stanley’s New Comp Structure: A Gentle Nudge Out the Door for Smaller Advisors
|
Oct 10, 2024 |
|
Is It Time For A Gut-Check?
|
Oct 03, 2024 |
|
What The New iPhone 16 Launch Can Teach Advisors
|
Sep 10, 2024 |
|
Is It Too Late To Move In 2024?
|
Sep 04, 2024 |
|
Keep Your Head on a Swivel: What NFL Quarterbacks Can Teach Financial Advisors About Navigating Transitions
|
Aug 27, 2024 |
|
On Moving Towards Something, Not Just Away...
|
Aug 26, 2024 |
|
With B. Riley Hitting Bumps, What Should Advisors Do?
|
Aug 21, 2024 |
|
Repapering's Bark Worse Than Its Bite
|
Aug 13, 2024 |
|
Why You Should Think About Quitting Your New BD Before You Even Join
|
Aug 12, 2024 |
|
Why You Should Think About Quitting Your New BD Before You Even Join Them
|
Aug 05, 2024 |
|
"Am I A Bad Person?" For Wanting To Switch My Broker Dealer?
|
Jul 23, 2024 |
|
How To Evaluate The Best Broker-Dealer For Your Practice
|
Jul 19, 2024 |
|
34% Of Advisors Are Ready To Roll
|
Jul 15, 2024 |
|
How A Practice Valuation Can Help You Know Your Unknown Unknowns
|
Jul 03, 2024 |
|
Is July The Best Time To Transition?
|
Jul 01, 2024 |
|
How Financial Advisors Can Manage Political Discussions With Clients
|
Jun 26, 2024 |
|
Summer Reads For Financial Advisors: Our Picks For A Productive Summer (And Beyond!)
|
Jun 18, 2024 |
|
Growing Your Practice The Cal Newport Way
|
Jun 07, 2024 |
|
15 Things You Can’t Afford To Overlook When Considering A Move To A New Broker-Dealer
|
May 30, 2024 |
|
Will U4 Dings Impact My Ability To Move To A New Broker-Dealer?
|
May 15, 2024 |
|
What An In-House Recruiter Might Not Be Telling You
|
May 08, 2024 |
|
Stop Doing Dumb Things: Uncovering the Hidden Costs of Broker-Dealer Fees
|
Apr 19, 2024 |
|
Understanding Bitcoin: An In-Depth Guide For Financial Advisors And Wealth Management Clients
|
Mar 15, 2024 |
|
Why Choice Is The Ultimate Super Power For Atria Advisors
|
Feb 14, 2024 |
|
How We Get Paid (And Why That Matters)
|
Jan 23, 2024 |
|
BlackRock And Bitcoin – Larry Fink Continues Crypto Roadshow Post Bitcoin ETF Launch
|
Jan 18, 2024 |
|
Bitcoin ETF Approvals Will Force Advisors To Have Asset Allocation Conversations Based On Bitcoin Performance
|
Jan 12, 2024 |
|
Cresset Bolts Broker Protocol
|
Jan 10, 2024 |
|
UBS Telegraphs ‘Now or Never’ Recruiting Push; Aims To Adjust Deal Structures
|
Dec 21, 2023 |
|
On Defining Your Why Ahead Of Selling Your Practice
|
Jul 14, 2023 |
|
Too Busy To Transition
|
Jul 12, 2023 |
|
Goldman Sachs And Citi Late To HNW Wealth Management Party; Attempt To Bolster Advisor Ranks
|
Jun 30, 2023 |
|
Cetera Increases Choices For Advisors
|
Jun 14, 2023 |
|
Wells Addresses Loners, Rebels With Independent Option
|
Jun 13, 2023 |
|
Biggest Moves Of February 2023 + Recruiting Leaderboard
|
Feb 28, 2023 |
|
Commonwealth's Uncommon 2022
|
Feb 27, 2023 |
|
Fidelity Ramps Up Hiring
|
Feb 24, 2023 |
|
The Impact Of Regional Shifts
|
Feb 23, 2023 |
|
LPL Raises (Again)
|
Feb 09, 2023 |
|
Choosing The Right Firm – Culture Edition
|
Feb 06, 2023 |
|
When Is The Best Time To Get A Practice Valuation?
|
Feb 03, 2023 |
|
Who Will Be The Most Watched BD In 2023
|
Jan 31, 2023 |
|
What Is Your Why?
|
Jan 24, 2023 |
|
FINRA Expands Focus
|
Jan 17, 2023 |
|
Considering A Move in 2023? Start Here.
|
Dec 28, 2022 |
|
Making A List, Checking It...
|
Dec 02, 2022 |
|
The Time For Succession Planning Is Now
|
Nov 23, 2022 |
|
Being Thankful And Fortifying
|
Nov 22, 2022 |
|
Beyond The Headlines
|
Nov 13, 2022 |
|
Weathering The Storm
|
Nov 07, 2022 |
|
Separating The Tricks From The Treats
|
Oct 24, 2022 |
|
Moving Beyond DIY
|
Oct 18, 2022 |
|
PUTTING TIME BACK ON YOUR SIDE
|
Oct 10, 2022 |
|
Finding The Right Work Environment
|
Oct 07, 2022 |
|
The Best Time For A Move
|
Oct 04, 2022 |
|
Finally Found What You're Looking For
|
Sep 27, 2022 |
|
3+ Takeaways From The World's Largest Wealth Festival
|
Sep 16, 2022 |
|
Looking to move in 2023? Do these things now...
|
Sep 01, 2022 |
|
Keeping Up With Your Clients’ Evolving Needs
|
Aug 24, 2022 |
|
Kickoff Your Transition
|
Aug 17, 2022 |
|
The Perfect 1-2 Punch
|
Aug 17, 2022 |
|
The Hidden Dangers Of A Comfortable Chair
|
Aug 12, 2022 |
|
LPL's Secret Recruiting Weapon
|
Aug 08, 2022 |
|
The Hidden Opportunities In A Down Market
|
Aug 02, 2022 |
|
The Rise Of Reg BI Claims
|
Jul 25, 2022 |
|
Top Reasons To Move: Free Agency Edition
|
Jul 25, 2022 |
|
What does pick-up of $1.7B advisor say about Ameriprise?
|
Jul 15, 2022 |
|
Delaying Gratification For A Better Deal
|
Jul 09, 2022 |
|
Starting Off The 3rd Quarter Strong
|
Jun 28, 2022 |
|
3 Questions To Ask Yourself Before A Move
|
Jun 22, 2022 |
|
Making A Move In A Volatile Market
|
Jun 15, 2022 |
|
Breaking Away For A Better Business
|
Jun 10, 2022 |
|
Too Busy To Transition
|
Jun 06, 2022 |
|
Making A Move? Consider These 3 Things First.
|
May 31, 2022 |
|
The Keys To A Successful Partnership
|
May 23, 2022 |
|
What An In-House Recruiter Won’t Tell You
|
May 19, 2022 |
|
Making A Move To A Better You
|
May 12, 2022 |
|
How We Get Paid (And Why That Matters)
|
May 05, 2022 |
|
NAVIGATING A MOVE WITH CLIENTS – WHAT YOU CAN AND CAN’T TELL THEM
|
May 03, 2022 |
|
Staying Ahead or Falling Behind...It's Your Choice
|
Apr 28, 2022 |
|
NEXT-GEN CLIENTS ARE COMING, ARE YOU READY?
|
Apr 21, 2022 |
|
Why Advisors Don't Leave These Three Firms
|
Apr 19, 2022 |
|
Debunking The Myths Of Moving
|
Apr 12, 2022 |
|
For Successful Advisors, There Are Five Reasons Why You Should Consider The Right Transition Partner
|
Apr 06, 2022 |
|
For Firms That Retain Advisors; It’s Not Just About Culture
|
Apr 01, 2022 |
|
Covid Mandates Annoy Advisors
|
Mar 29, 2022 |
|
On The Virtues Of Not Settling
|
Mar 22, 2022 |
|
Should I Stay Or Should I Go?
|
Mar 15, 2022 |
|
Setting yourself up for a successful transition
|
Mar 10, 2022 |
|
Annual Advisor Transition Survey Highlights
|
Dec 09, 2021 |
|
FA Quick Tips: The Journey To Independence - Is it worth the cost?
|
Sep 08, 2021 |
|
FA Quick Tips: Recruitment Deals: Is The Glass Half Full Or Half Empty
|
Sep 06, 2021 |
|
TOP BDs In Conversation (w/Kevin Beard, Chief Growth Officer/Founding Partner at Atria Wealth Solutions)
|
Aug 04, 2021 |
|
FA Quick Tips: Transitions Aren't What They Used To Be...They're Better!
|
Jul 08, 2021 |
|
FA Quick Tips: Resilience, Resolve, And Realization
|
Jun 25, 2021 |
|
FA Quick Tips: Thinking About Going Independent? 3 Reasons To Reconsider
|
Jun 25, 2021 |
|
TOP BDs In Conversation (w/Kimberly Ta, Head of Financial Advisor Growth and Integration)
|
Jun 15, 2021 |
|
TOP BDs In Conversation (w/Bill Williams, EVP at Ameriprise)
|
May 13, 2021 |
|
The FA Show, Episode 1: Top News, Cryptocurrency & Recruiting Wire
|
May 12, 2021 |
|
FA Quick Tips: Why A Practice Valuation Matters
|
May 07, 2021 |
|
FA Quick Tips: The Importance Of Anonymity
|
Apr 27, 2021 |
|
FA Quick Tips: The Tech Savvy Future Is Now
|
Apr 21, 2021 |
|
TOP BDs In Conversation (w/Pat O'Connell, EVP at Ameriprise)
|
Mar 04, 2021 |
|
TOP BDs In Conversation (w/John Pierce, Head of Business Development at Cetera)
|
Jan 28, 2021 |
|
Top Broker Dealers Webinar | Ameriprise Focus
|
Jan 11, 2021 |
|
Top Broker Dealers Webinar | Cetera, LPL, and Ameriprise
|
Dec 11, 2020 |