Marc Sanders, Author at 3xEquity

Author Archives: Marc Sanders

The Age Of The Wirehouse Is No More; The Numbers Don’t Lie

A decade. Ten years later, the landscape is predictably different than what financial advisor veterans remember. In late 2008 and creeping into early 2009, names like Merrill Lynch, UBS, Morgan Stanley, towered over the wealth management industry with legions of … Read More

The Tech Test Drive

In a survey of  803 advisors by Forbes†, about 3/4 of all respondents recognized the importance of state-of-the-art technology in serving their clients. And notably, …”those financial advisors with the highest annual incomes are more likely to see the value … Read More

9 Things You Can’t Afford To Overlook When Considering A Move To A New Broker Dealer

Who owns the client: The advisor or the broker-dealer? When was the last time the broker-dealer changed the FA compensation plan?   How many practices did the broker-dealer bring in over the past year? How successful have prior FAs been … Read More

PANIC RECRUITING: Wells Fargo Ratchets Up Recruiting Deal To Stop The Bleeding

Wells Fargo has a problem. A problem that has been well documented at this point – their advisors are keen to bail out rather than bail water on behalf of the firm. And the quarterly drawdown in advisor headcount has … Read More

Tom Terrific, Transitioning, And The Age Old Question

When Tom Brady leads the New England Patriots into action in Super Bowl LIII this weekend he will attempt to become the oldest QB in history to win the big game.  At 41 years old Brady is in rarified air, … Read More

Getting Comfortable Being Uncomfortable

Back to the Ironman circuit, this time in a supporting role, Jeff Crosby shares his thoughts on a core concept in triathlons and in business – getting comfortable being uncomfortable.

Closing The Gap (Talking Passion With TJ Tollakson – Dimond Bikes)

Professional Ironman athlete TJ Tollakson may not be a household name, but in cycling and triathlon circles he, and the bike brand he launched – Dimond Bikes, are legendary. An industrial designer by trade, TJ transferred his passion into a … Read More

Doing It For The T-Shirt

A lot of people ask me, “Why do you do the Ironman?” I usually reply, “I do it for the t-shirt.” A 2.4-mile swim, followed by a 112-mile bike ride, topped off with a 26.2-mile marathon run…that must be some … Read More

Problem Solving Like An Ironman

In less than 24 hours I’ll be entering the water to start the swim portion of my 7th Ironman World Championship. Ok, entering the water probably doesn’t describe it right.  Imagine earth’s biggest rugby scrum as several hundred amped up … Read More