3xEquity

The Authority on Financial Advisor Transitions and Practice Valuations. Our online transition tool helps you secure offers from top BDs. Free & 100% anonymous!

[3xEquity @3xEquity]

Bloomberg's Big Claim and the relationship between Tea Leaves and T12s: Every Wall Street Analyst Now Predicts a Stock Rally in 2026

https://t.co/xPZFvPuDRr
#financialadvisors #financialadvisers #advisortrends #wealthmanagement #financialadvisorcareer

[3xEquity @3xEquity]

We wrap up 2025 with a look at the math behind moving, and why, in many cases, it can lead to addition by subtraction. https://t.co/uxXwS86cuH

#financialadvisors #financialadvisers #advisortrends #wealthmanagement

[3xEquity @3xEquity]

Has this toothbrush been approved by the American Dental Association?

What Home Alone Can Teach Advisors About A Transition https://t.co/JzqrHdK7Fw

#financialadvisors #financialadvisers #advisortrends #wealthmanagement #financialadvisorcareer

[3xEquity @3xEquity]

“It takes a lot of work to make something simple.”
— Steve Wozniak

Earlier this year, a client told us something that stayed with us.

They said the transition felt simple. The truth is, well, not exactly that:
https://t.co/46R3d56DNA

[3xEquity @3xEquity]

As 2025 Ends, Why Advisors Should Look Toward 2027. Yup, that's not a typo, we really believe you should be thinking about 2027 already.

https://t.co/dJVv5NnUUX

#financialadvisors #financialadvisers #advisortrends #wealthmanagement #financialadvisorcareer #podcast

[3xEquity @3xEquity]

Sorry to be the bearer of bad news, but it's too late to move (in 2025). But you're right on time for something else important... https://t.co/mTJIdcwBG6

#financialadvisors #financialadvisers #advisortrends #wealthmanagement #financialadvisorcareer

[3xEquity @3xEquity]

Spotify dropped its annual personalized year-in-review today - what did your Wrapped look like?

Here was our top listened to podcast episode of the year. Thanks to everyone who spent time with us in their ears this year.

https://t.co/B4domu2QNq

[3xEquity @3xEquity]

Figuring Out What's Up At United Planners https://t.co/ryUmSnhss8

[3xEquity @3xEquity]

Sorry, that press release won't tell you anything. If you want to know the real reasons advisors are moving right now... https://t.co/uwYhVhuqQU

#financialadvisers #financialadvisors #advisortrends #wealthmanagement #financialadvisorcareer

[3xEquity @3xEquity]

Many advisors don’t actually know what they’re paying in fees — and those hidden costs quietly erode income over time. We’ve seen advisors recover $250K–$500K in additional annual revenue.

Curious what you’re really paying? DM or visit us at https://t.co/n6uUFdlJpi

[3xEquity @3xEquity]

Thanks to the team at Advisor Perspectives for amplifying our insights. https://t.co/WMAiFKWU6F

[3xEquity @3xEquity]

Is it too late to move in 2025? Maybe. But it's definitely not too early to get a jump on 2026. Here's one of our top-read posts from a few weeks back. https://t.co/Sg1Le9DMNk

#financialadvisors #advisortrends #financialadvisers #wealthmanagement #financialadvisorcareer

[3xEquity @3xEquity]

In the words of Billy Joel, "Good luck movin' up, cause I'm movin' out". https://t.co/7ZWXxgovM8

#advisortrends
#financialadvisors
#financialadvisorcareer

[3xEquity @3xEquity]

Listen to the article on Spotify at https://t.co/s377zZeTgL

[3xEquity @3xEquity]

Not sure who needs to hear this, but you probably shouldn't let someone else decide your destiny. https://t.co/UVv6V6CiyX

[3xEquity @3xEquity]

In Game 1 of the 2025 NLCS, the Dodgers looked ready to break the game open. Bases loaded, one out, Max Muncy at the plate. Then came a 404-foot blast to center and a potential lesson for financial advisors. https://t.co/9HFK9w5iFN
#financialadvisors #advisortrends

[3xEquity @3xEquity]

Dancing around the delicate stuff.
https://t.co/I2MjGbQGeP

[3xEquity @3xEquity]

Advisors who outperform their peers rely on data.

Revenue trends, profit margins, AUM growth, and per-client profitability
Benchmarking against national averages and top-performing firms
Where your valuation could be in 3-5 years

$795 with the code X26.
https://t.co/mR8NpiTSmR

[3xEquity @3xEquity]

We are 3 days away from the kickoff of the college football season and the NFL isn't far behind so we're dusting off the pigskin analogies in order to illustrate a real-life two minute drill. Read more https://t.co/Yapn16Dbiu #advisortrends #financialadvisors

[3xEquity @3xEquity]

Say goodbye to the screech in our latest blog post - The Death of Dial-up and why it matters to financial advisors. https://t.co/uO6h0xZBaH