AdvisorTrends - The 3xEquity Podcast

Debunking The Myths Of Moving


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Every day advisors are taking their careers to the next level and choosing to make a move and switch firms. Despite the success stories and the sheer number of advisors that have changed firms over the past 5 years, many advisors are demotivated and deterred by the myths of moving. As a result, some elect to stick it out where they are and miss out on an opportunity.

Debunking these myths helps advisors make better-informed decisions and realize their full potential. As the industry’s leading Transitions Specialists, 3xEquity knows the importance of advisors seeing both the big picture and the nuanced details of any deal if they are going to make the right move. It’s our role to help guide you through the entire process and that means clearing the air of all misconceptions and myths that may send you down the wrong path.

So, let’s dive into some of the top reasons keeping advisors from making an advantageous career move — or as we call them, the Top 3 Myths of Moving.

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AdvisorTrends - The 3xEquity PodcastBy 3xEquity


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