AdvisorTrends - The 3xEquity Podcast

The NFL Stat Financial Advisors Need To Consider Before A Transition


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In football, some of the most electrifying plays start small and end big. Think of that short screen pass that turns into an 80-yard sprint to the end zone. That extra burst of speed, the vision to find open space, and the ability to break tackles lead to big gains. This is captured in a stat known as Yards After Catch (YAC).

It’s not just about making the catch; it’s about what you do next.

The same is true for financial advisors who switch broker-dealers.

Making a move to a new firm is the catch. What separates good advisors from great ones is how much they grow their business after the move, their “Yards After Catch.”

When an advisor changes broker-dealers, it sets up an opportunity for better tech, more flexible client solutions, branding freedom, and often a fresh narrative to share with clients. But not every advisor turns that opportunity into growth.

“Advisors need to know that the size of the check is just one part of the transition decision,” says Chris Stacey, COO of 3xEquity. “Offers are still very lucrative right now, but the extra yardage comes from how a firm can help you grow and achieve your goals. Ultimately, that ongoing support and growth potential could be even more valuable than the initial transition package. At 3xEquity, we help advisors ask the right questions and understand how the answers apply to their specific circumstances.”

Industry studies show that successful advisors typically grow their AUM by 10-30% within 12 to 24 months of making a move. The best performers often exceed that, gathering new assets and strengthening client relationships faster than they ever could have before.

The move gets you the ball. What you do with it determines how far you’ll go.

The Move is Just the StartWhich Firms Create the Most Yards After Catch?


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