AdvisorTrends - The 3xEquity Podcast

Breaking Away For A Better Business


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If you’re a wirehouse advisor that’s been considering breaking away, you’re in good company. Many have been in your shoes before and decided to make the move to independence to gain better control of their future and have the opportunity to earn more money. With the right guidance, the move to independence is well within reach — the key is being prepared. 

While wirehouses use to be the most compelling option for advisors to make their home, the tides have turned in the independent space’s favor and many broker-dealers are building their ranks with wirehouse breakaways. Some wirehouse breakaways are opting to start their own RIA, gaining more independence, and taking on all the responsibility that comes with business ownership. Others are opting to partner with an IBD that offers robust technology platforms, investment management, compliance support, and marketing. 

As an industry-leading Transition Specialist, 3xEquity knows the multitude of options and offers that breakaways can entertain and be enticed by. The key to making the right decision is having a complete understanding of all the offers, including the nuanced language, and gaining insight into the culture of your potential new home. We not only help you with both, but we also guide you through the entire process and at no cost to you! 

If you’re looking to break free and leave the wirehouse to build a better business and brighter tomorrow, here are 3xEquities’ Top 3 Reasons Why You Should Consider Independence: 


Your Clients Will Always Come First 

We’ve heard it all before. Some wirehouse advisors feel they are forced to put their firm’s agenda ahead of their clients and their own. From pushing products to meeting quotas, wirehouse advisors can find themselves feeling like their clients’ best interests aren’t always at heart or could be potentially better served. Breaking away means you can find a new home where you have greater control and fulfill your fiduciary obligations, better serving your clients and always putting them first. 



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AdvisorTrends - The 3xEquity PodcastBy 3xEquity


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