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Make sure your firm rewards you
for your loyalty.



Get Paid to Stay

Getting paid to stay at your firm is no more difficult than an SA asking for a cost of living adjustment. It just takes finesse and  strategy. This month we address how to approach Management regarding how they can keep you in your seat.


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  • Brokers Moving Alone: Brokers are leaving their teams to start fresh in a new shop under their own rules.
  • Sell and Retire: Firms are willing to acquire your book and sunset you after assets transfer. Deal is far less, but substantial.
  • T&E Rising: T&E is essentially cash added to your deal, and firms are increasingly willing to allocate considerable dollars to this bucket.
  • US Banks Rising: Banks not normally known for being in the UHNW space are becoming contenders for larger teams.

The word impossible is not in my dictionary. — Napoleon Bonaparte