Managed a branch office solo in 2025, 300+ HH, $55MM in AUM. Increased revenue by 15%. Missed the firm’s AUM goal, so no commissions/splits this year. Expected salary earnings $50k less than 2025. Workload seems to have increased, and another advisor was recruited, I was displaced from my office with a window. Am I at all justified for feeling disrespected?

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That’s a lot of households vs small AUM for a branch. You said you managed solo but does that mean you were the only manager and advisor?

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Sounds like an issue of not bringing in clients with larger assets to place under management vs just increasing earnings on current HHs. Maybe the new advisor will handle more prospecting? I’d feel slighted about that window though.

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How much revenue is your branch producing? Honestly, $55M AUM is tiny.

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