I was hired onto a team a few years ago, and I am thinking about separating from them. Does anybody know what happens with clients that are in split/pools? I am the lead contact for all of my clients. Any advice or guidance on handling the separation would be appreciated.

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I’m in the same boat. Sadly it’s up to the dissolution which in your case I’m willing to bet it’s based on split %s at the time of dissolution regardless of who brought in the client. I heard that the only chance you can keep your clients is if you convince the team to agree to do away with the pool and each person takes brought clients with PCs that match their split %. As the other FA calls clients, they can request to be re-assigned to you. The tough part is getting the other FA to agree to all of this

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