With so many reasons for an advisor to move to a new broker-dealer, not the least of which is the potential for a very lucrative payday, Jeff Crosby, CEO and founder of 3xEquity, stressed in his recent podcast discussion with AdvisorHub publisher Tony Sirianni this one overarching concept... whether it is in your business life or personal life, a transition to a new broker-dealer, a new healthcare routine, or other self-improvement projects, you need to be moving to something, not just away from something.
Getting to the core of your reasons to do almost anything provides a clearer roadmap, enabling you to make decisions based on more than just emotion. Much of the transition consulting work we do at 3xEquity is around identifying an advisor’s real goals, wants, and needs.
If you haven’t done so already, we encourage you to watch Jeff and Tony’s entire conversation. From busting myths to better understanding your own whys, this could be the best 20 minutes you spend today.
