- Average Your T-12: Firms traditionally pay on Trailing 12, but defining the metric is flexible. Take a look at your best 12 of 18 and negotiate from this vantage.
- Get an Office: Your firm may not give you a retention package, but many Brokers are negotiating new office locations with private quarters.
- Deferred Converting to Cash: You may be able to take all of your deferred and convert it to cash in an upfront note.
- Independents Paying Big Money: Their biggest competition are the wirehouses, so they are winning with lucrative upfront payments combined with back-end deals that Advisors can no longer resist.