Every year, thousands of advisors make a big career move. Some go from a wirehouse to a broker-dealer or wirehouse to RIA, and some move from broker-dealer to broker-dealer. No matter what scenario you are looking at, working with a Transition Specialist is not only a game-changer — it’s gaining the advantages of having a ringer in your corner that comes with no cost to you!

Got your attention? Then let’s try and open your eyes to opportunity with an inside look at our Transition Specialist business model to help you better understand why using a service like 3xEquity is both crucial and convenient.

Higher Probability for a Bigger Payout – With many years of experience under our belt, we know the industry and the market inside and out, from both the advisor and broker-dealer perspectives. Deals cross our desks all the time as we help advisors make a move and negotiate the best deals. That means we have a deep understanding of the nuanced language and details of the deals currently being offered and can tell when there might be more money on the table.

For the DIYers out there, chances are the offer you currently have might not be the best offer that you could negotiate. Without a basis of knowledge and experience, you are really just hoping for the best deal rather than knowing the best deal. That’s one reason working with a transition specialist can play a big role in getting the most for your move.

Our Compensation Doesn’t Come from You – Some advisors think services like 3xEquity get compensated from their own pocket. After all, we are getting you the best deal. But the truth of the matter is working with a Transition Specialist comes at no cost to the advisor. We get compensated by the firm an advisor moves to once the move has been completed.

While the fee may look different from Transition Specialist to Transition Specialist, it will never be given to an advisor and should not affect the advisor’s compensation. There’s no reason not to work with a Transition Specialist when it ultimately comes at no cost to the advisor.