AdvisorTrends - The 3xEquity Podcast

3xEquity.com | The Real Reason Advisors Move (Isn't In The Press Release)


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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 sameness is impossible to ignore. They may tell you where an advisor went, but they rarely reveal why.

Here are three quick quotes from recent move announcements:

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AdvisorTrends - The 3xEquity PodcastBy 3xEquity


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