DOGE digging? https://hubs.la/Q038GFk_0
关于我们
At 3xEquity, we specialize in helping financial advisors navigate the complexities of transitioning to a new broker-dealer or RIA. With access to over 200 elite broker-dealer and RIA partners, we ensure advisors uncover and maximize transition packages tailored to their unique needs and goals. As a trusted transition consultant, we simplify the process, allowing advisors to focus on what matters most: their clients and their business. Our expertise goes beyond transitions—we also provide comprehensive practice valuations, identifying untapped growth opportunities that empower advisors to scale their practices with confidence. With a proven track record of delivering results and industry insights, 3xEquity is your go-to resource for navigating change and fostering sustainable success. Learn more at 3xEquity.com. Additionally, 3xEquity is positioned to purchase or partner with other practices. It can also bring an outside buyer and seller together and, in some cases, provide private financing for the potential acquisition.
- 网站
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https://www.3xEquity.com
3xEquity的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Kirkland，WA
- 类型
- 私人持股
- 创立
- 2013
- 领域
- Financial Advisor Practice Valuations、Financial Advisor Transition Comparison Reports、Financial Advisor Online Valuation Tool、Financial Advisor Independent Benchmark Report和financial advisor transition consultant
地点
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主要
获取路线
4055 Lake Washington Blvd NE
US，WA，Kirkland，98033
3xEquity员工
动态
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Unlock opportunities with a certified practice valuation. https://hubs.la/Q037S62p0
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Riding the chaos wave: https://hubs.la/Q036cQ2s0
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Feeling nudged towards the door? https://hubs.la/Q035GTqy0
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Gather 'round the watercooler for some real talk on repapering: https://hubs.la/Q034qw0T0 #financialadvisors #advisortrends
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We've partnered with AdvisorHub to help advisors compare offers they already have in hand. More options = better decisions. https://hubs.la/Q034mrLY0
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New podcast episode: What Do the Latest Cerulli Findings Mean for Curious Advisors?https://hubs.la/Q033n1320 #financialadvisors #advisortrends #wealthmanagement
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What does "Find Your Best Fit" mean? When it comes to your career as a financial advisor, the idea of "fit" goes beyond just numbers on a spreadsheet or the size of a transition bonus. It's about aligning your values, vision, and goals with a firm that truly supports you—not just today but as your business evolves. At 3xEquity, we believe that "fit" is deeply personal. It’s not a one-size-fits-all concept. What works for one advisor may not work for another, and that’s okay. "Finding your best fit" means identifying a broker-dealer or RIA that matches your priorities—whether that’s cutting-edge technology, superior client service, a collaborative culture, or a compensation structure that reflects your hard work. We’ve seen advisors thrive when they make thoughtful transitions based on what matters most to them. A good fit feels seamless, empowering, and energizing. It’s the difference between just surviving in your career and truly thriving. If you’re considering a move, don’t settle for good enough. Let’s talk about what "fit" means to you and how we can help you find a firm where your potential can shine. Are you ready to find your best fit? Reach out for a confidential conversation today.
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Are you maximizing the potential of your financial advisory practice? A certified practice valuation offers financial advisors unparalleled insights into their firm’s financial health, growth opportunities, and overall worth. Why wait to unlock this critical information? Starting now, at the beginning of the year, positions you for success this year and beyond. Start Strong: Why Your Practice Needs a Valuation Now - 3xEquity | Advisor Transition Services and Practice Valuations https://hubs.la/Q032VY-w0
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