AdvisorTrends - The 3xEquity Podcast

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Podcasts and webinar replays from 3xEquity, the authority on financial advisor transitions. Learn more at 3xEquity.com

  1. May 27

    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 costs. Geopolitical noise. Information overload across every channel. You handled it. That’s what you do. But let’s be honest about what it cost. What Got Pushed Most advisors came into 2026 with a strategic plan that had business development goals built into it. New relationships. Outreach to connectors. Time carved out to actually grow, not just serve. That work is what fills the pipeline six to twelve months from now. And for a lot of advisors, it quietly got pushed to the back of the line as the spring got heavier than expected. Not because you stopped caring about growth. Because you were busy being the steady force your clients needed. Showing them they were prepared for this. Charting a course through the noise. That’s the job. You did it well. But now it’s summer, and the pipeline question deserves an honest look. READ MORE

    5 min

  2. May 21

    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 already putting in. Better habits. Better systems. Better tools. Better outcomes. For financial advisors, that same mindset applies to one of the biggest professional decisions they may ever make: the move to a new broker-dealer. Maybe we should call it transitionmaxxing. No, it's not a real word. Not yet, anyway. But if it were, it would describe the process of using a transition to maximize the full opportunity in front of you, not just the size of the check. Because a move isn't just a change of firm name or location for the annual top performers conference. Done right, it is a rare chance to improve almost everything that shapes your business, from technology and product access to support, service, client experience, long-term economics and, yes, compensation. READ MORE

    8 min

  3. May 4

    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 possible moving part into a reason to do nothing. That is where too many advisors get stuck. They start with reasonable questions. Will my clients follow me? How difficult will the paperwork be? How disruptive will the move feel? What if something goes wrong? What if the timing is not perfect? Those are fair questions. They should be asked. But at some point, thoughtful diligence can turn into a self-protective loop. The advisor keeps analyzing the transition, not because the questions cannot be answered, but because the complexity gives them permission to avoid a decision. READ MORE

    11 min

  4. Apr 15

    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 tied to 367 advisors and roughly $31 billion in assets. Either story on its own would have gotten attention. Together, they make it easy for people to connect dots and start building a theory. That is where some caution is useful. It is easy to place two big developments next to each other and assume they point to a deeper issue at LPL. Maybe they do. Maybe they don’t. But timing alone is not proof. Sometimes two important things happen close together. That does not automatically make them part of the same story. And if you read these developments with a little distance, a different conclusion comes into view. LPL still looks like LPL: large, ambitious, acquisitive, and very much in the mix as a desirable destination for advisors considering a move.

    7 min

  5. Mar 12

    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 has been quietly thinking about a transition, mornings like this make it easy to table the conversation. Conditions feel unstable. The timing feels off. Better to wait. That instinct is understandable. It’s also the one most likely to cost you. The trap of the present tense There is a well-documented quirk in how we process current events. We have a strong tendency to treat whatever is happening right now as the permanent state of things, and to make long-term decisions based on a snapshot that will not hold. Psychologists call it recency bias. Advisors see it in clients all the time. The one who goes to cash at the bottom of a correction because they cannot imagine the market recovering. The one who piles in at the top because nothing feels risky when everything is going up. The same pattern plays out in career decisions.

    5 min

  6. Feb 26

    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 are Burger King wasn't the first spot you thought of. For the team at Burger King, that was a Whopper of a problem. This week, Burger King announced the first changes to its signature Whopper in nearly a decade. New premium bun. Creamier mayonnaise. A clamshell box instead of paper wrap that left the burger smashed before you ever opened it. But the more interesting part isn't what they changed. It's how they talked about it. Burger King president Tom Curtis didn't put out a polished press release and call it a day. He gave out his personal phone number and spent up to six hours a day taking calls from real customers. Over 12,000 calls. He listened, confirmed what people were frustrated about, and then told them clearly what changed and why it was better for them. That's not a marketing move. That's a leadership move. And it's also, surprisingly, a playbook that every financial advisor should be paying attention to. Burger King just did something most brands won't

    9 min

  7. Feb 1

    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 years to rebuild, recalibrate, and contend, with two teams led by head coaches still new enough to be asking for directions to the facility’s video room. That quick turnaround is more than a fun storyline. It’s a reminder that “waiting to win” is often a choice, not a rule. And it’s a near-perfect parallel to what’s happening right now in the financial advisor world. For a long time, the conventional wisdom in our industry was basically: if you switch firms, clear your calendar and lower your expectations. Clients need extra hand-holding. Paperwork breeds overnight. Every simple request turns into a “we’re working on it.” You might end up in a better place (with dollar bills falling out of your pockets), but you’re going to grind through the rebuild year first. For years, the conventional wisdom was that moving meant a slowdown, and maybe some asset leakage. That assumption is exactly why those outsized transition packages existed: to cover the “rebuild year” while you got your feet underneath you. But that story is getting outdated, fast. When a move is planned well and matched to the right destination, it does something surprising. It becomes a catalyst. It forces clarity, creates urgency, and unlocks upgrades that were sitting on the shelf for “someday.” In our post, Like Hitting Every Green Light On The Way Home, we cite Fidelity’s 2023 Advisor Movement Research Study: 80% of advisors who transitioned reported an increase in AUM. So why does a move create growth for so many advisors? Because a well-run transition changes three things at once: your toolkit, your energy, and your execution. The “rebuild year” story used to be the defaultThe modern move is not a rebuild, it’s a stimulus... READ MORE

    9 min

  8. 12/29/2025

    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 must mean watching part of that book disappear. But time and again, the data tells a different story. This week, AdvisorHub reported on an advisor who transitioned to Ameriprise Financial and transferred 97 percent of assets within the first six months. After one year, that figure reached 107 percent. That is not a typo. The advisor did not just replace what moved. He grew beyond it. Stories like this are far more common than many advisors realize, and they expose what we often call the math myth of moving. READ MORE

    6 min
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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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