3xEquity

If you have been thinking about a move, the chaos outside your window is not a reason to stop. It might be the best reason to start.

This week, Burger King announced the first changes to its signature Whopper in nearly a decade. New premium bun. Creamier mayonnaise. A clamshell box instead of paper wrap that left the burger smashed before you ever opened it.

For years, recruiting top advisors has been defined mainly by transition offers. Firms have gone to war with record-breaking deals, sometimes paying 300% to 400% of trailing twelve-month revenue to land top talent. But even the richest offers have their limits.

As transition consultants, we read a lot of press releases announcing financial advisors moving to new broker-dealers. You probably don’t torture yourself by doing that, but it’s part of our job.

In Game 1 of the 2025 National League Championship Series, the Dodgers looked ready to break the game open. Bases loaded, one out, Max Muncy at the plate.

For elite receivers, it’s not just about making the catch, it’s about what they do next. The same is true for financial advisors who switch broker-dealers. If you are considering a move, ask yourself: Am I just trying to make the catch? Or am I ready to take off down the field?

You’ve built your book. Refined your process. You know how to serve clients and grow your business. But what if your current firm is acting like an outdated piece of equipment? One that doesn’t match how you actually operate? One that limits what’s possible?

The announcement that LPL Financial will acquire Commonwealth Financial Network marks another major shift in the wealth management landscape—and presents a pivotal career moment for Commonwealth’s nearly 2,900 financial advisors.