5-11-21 Featuring Eric Canter, EVP at Fidelity

The FA Show on AdvisorHubTV powered by 3xEquity, the authority on advisor transitions.  Weekly news show for financial advisors featuring news, interviews, and insights from industry leaders and influencers.  Be sure to subscribe now to receive future episodes.  Learn more at 3xEquity.com.

We’ve discussed the importance of getting a practice valuation and how crucial it is to the success of your business. Why? Because it paints an accurate, unbiased picture of the state of your business, allowing you to better understand its financial health and what steps are needed to improve its value. In addition, it will help you determine how best to position your business for growth and profit. Bottom line, a valuation gives you information and insight that you need to create a meaningful and achievable plan.

On the move? Practice valuations are valuable in all stages of a business’s lifecycle, but they can be especially important for advisors who are considering switching broker-dealers or have made the decision to switch and are weighing their options.

For advisors, the ability to stay anonymous during the process of finding a new broker-dealer can be crucial. It’s the lack of anonymity that can make switching broker-dealers too much of a risk for advisors to take on and is often what deters them from making a move.

In this quick tip we talk more about the importance of anonymity and how our process for securing multiple offers keeps advisors 100% anonymous and in control of the conversations.

Learn more at 3xequity.com.

It’s no secret that our lives are consumed by technology. We can get just about everything we need, all at the click of a button. How many ounces are in a cup? Just ask Siri or Alexa. What’s the score of the game? There’s an app for that. Looking for a dentist in your area? Just go to Google.

In today’s world, you either digitally transform your business or risk getting left behind. Digital transformation is becoming more and more critical for the survival of firms and their ability to stay competitive. Advisors need to adapt and embrace technology to stay relevant — and to meet the ever-changing and evolving needs and demands of their clients.

Learn more at 3xEquity.com

Ameriprise: 10,000 financial advisors growing faster than key competitors – what’s the secret?

Ameriprise is enjoying an unprecedented period of growth and innovation, leading many advisors to put them in the pile of firms to consider as they think about switching to a new broker dealer.

Links to the articles referenced in this webinar:  How To Build A Strong Culture With A Remote Team https://www.forbes.com/sites/forbeshumanresourcescouncil/2020/12/08/how-to-build-a-strong-culture-with-a-remote-team/ Is Now The Time To Become Independent? Considerations For Financial Professionals Post-Pandemic https://www.forbes.com/sites/forbeshumanresourcescouncil/2020/09/24/is-now-the-time-to-become-independent-considerations-for-financial-professionals-post-pandemic/?sh=7ba6f0525d6e Curious about switching to a new broker dealer?  Secure multiple offers all while remaining 100% anonymous.  Visit 3xequity.com today.

An edited version of our December 8, 2020 Top BDs webinar focused solely on Ameriprise.

Live webinar recording from December 8, 2020 featuring executive leaders from 3 top national broker-dealers, including John Pierce, Head of Business Development at Cetera, Manish Dave, Senior Vice President – Business Development at Ameriprise, and Scott Posner, Executive Vice President at LPL Financial.

“For advisors looking to transition, gathering information on multiple BDs can be time-consuming.  We created this webinar series to provide access to top leaders and thinkers and, most importantly, to do so while protecting an advisor’s anonymity,” noted 3xEquity’s CEO & Founder Jeff Crosby who will also serves as moderator for the series.