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Firms are hitting Brokers with Deferred scams, but you don’t have to accept the “gift.”
Happy Holidays!



Street Values Falling


Brokerage Firms are uniting on Deferred pay to try to eliminate departures. You may think it’s too late, but there is a way out. In this month’s article we discuss how you can take control and fight for your money.


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  • Move Your Career by Exiting: Titles such as Managing Director, T&E increases, and salary upswings for your staff are a lot easier to negotiate with an acquiring firm than your existing one.
  • Increase Your Allocation: Know where you stand in your firm by asking for an increase to your syndicate allocation. Watch their response to understand how much they care about your business.
  • Sue Your Firm?: Deferred comp plans are sweeping the Street and essentially stealing your money. Consider creating a syndicate of like minded Brokers who want justice.
  • Sell your Book Twice: Bulge bracket firms are ramping up retirement and succession deals and shortening eligibility requirements. Call us to discuss the current metrics.

Authority without wisdom is like a heavy ax without an edge, fitter to bruise than polish. — Anne Broadstreet