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Hello and welcome to another episode of AdvisorTrends, 3x Equity's podcast where we explore what’s new, what’s next, and what’s working for financial advisors who are thinking about growing their practice.

Today I want to talk about the value of hitting the pause button. If you’re a Commonwealth advisor, odds are your phone’s been ringing more than usual lately. Emails, calls, text messages — all pitching you on why you should make a move, or stay where you are, or talk to this recruiter, or take that retention bonus.

The LPL acquisition of Commonwealth has created what we’d call a full-blown recruiting frenzy — and you’re the prime target. And honestly? That makes sense.

You’re experienced, you have loyal clients, and you’ve built something valuable. Everyone wants in on that.

LPL’s reportedly offering retention packages around 50 basis points of assets. Cetera's coming after you publicly. Fidelity is quietly encouraging RIAs on their custodial platform to recruit you. And that’s just the activity you see.

But before you respond to any of it — before you return a call, or sign anything, or even mentally lean in one direction — here’s our advice:

Hit pause. Silence the phone. Step back.

This isn’t just another business decision. For many of you, this could be the biggest career move you make.

And it deserves the same strategic thinking you give to your clients every day.

Now, if you really wanted to go to LPL — and for some advisors, that’s absolutely the right move — odds are you would’ve made that decision before the deal was announced. You’d have had more control, a potentially bigger check, and the ability to design the transition on your terms.

But now the landscape has changed. Your leverage is different. And the volume of noise has gone way up.

So what should you do?

You talk to someone who’s seen every angle of this process. A transition consultant.

At 3xEquity, we help advisors explore offers from across the industry — confidentially, efficiently, and without the pressure of a sales pitch. It’s not just about comparing numbers. It’s about understanding what you want for the next chapter of your business and then helping you find the best platform, deal, and fit to match it.

Our COO, Chris Stacey, put it best. He said, “There’s a lot of emotion in the air. We encourage advisors to take a beat, get clear on what they really want, and let us do the work of surfacing the best options.”

Because that’s what this moment calls for: clarity, not chaos. Strategy, not speed.

So while the calls come in, while the recruiters circle, while the offers stack up — do yourself a favor:

Step back, take a breath, and talk to someone who can help you see the whole board.

This isn’t about who wants you.

It’s about where you want to be.

And when you’re ready, 3xEquity is here to help you get there — with confidence.

If you’re curious about what a move could look like, it starts with one easy step: head to 3x Equity dot com, click the link, and get multiple offers—100% anonymously.

Thanks for listening to AdvisorTrends.