AdvisorTrends - The 3xEquity Podcast

BD Shocked Advisors Are Exiting Through Door It Built


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Turns out, if you build an exit ramp and start pushing people toward it, they might just take the hint. Who could have seen that coming?

As reported by AdvisorHub, UBS executives are sending mixed signals to their advisors. On one hand, they’re openly acknowledging that the firm is bracing for a wave of broker attrition following its recent compensation changes. On the other, those very changes are actively pushing out a critical segment of their workforce: advisors generating between $500K and $750K in annual revenue. While UBS frames the adjustments as a strategic realignment, the message to advisors in this revenue range is loud and clear—you’re not the priority anymore.

For many, UBS has been a comfortable home, providing brand recognition, a strong platform, and the resources to support their clients. But now, those same advisors are being squeezed by payout reductions and the elimination of key incentives like the teaming bonus. If you’re in that sweet spot between $500K and $750K in production, you have to ask yourself: Does UBS still want me here? The firm’s actions suggest otherwise. And if they don’t want you, why stay?

While UBS may be tightening the screws, other broker-dealers are rolling out the welcome mat. There are plenty of firms that would love to add experienced advisors with strong books of business to their rosters. And they’re willing to put serious money behind those efforts.

But making a move isn’t something to rush into blindly. That’s where 3xEquity comes in


https://3xequity.com/blog/bd-shocked-advisors-exiting-through-door-it-built



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