Top producers on teams: If I wanted to join your team to work/service your smaller accounts, and dig up extra assets from those accounts, what % of your revenue would you invest for that?

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In SanDiego here if you’re interested in chatting


To add: Any new assets I bring in on my own within my own circles, referral networks etc I would split with you 50/50

Depends on your experience, licensing/credentials, how comfortable I am dumping clients to you (I.e would 25 households be “enough”, would 250 households be too many an overwhelm you, etc)

Are you a current producer?

Yes I am, it’s just really tough to build my book from scratch but I have a very solid network. The types of clients I’m going after are serviced by teams at my competitors so I feel like I need to also be serving them through a team to even compete/have a chance.

What state?

So Cal/So Nevada

How long have you been producing and what licenses do you have?

Series 7 and 66, licensed for 2 years

If you are wanting max upside (100% commish) because you hustle, I’d look at giving you 100 households over the course of a year- 50 on day one and more down road- and probably give you 80%-90%. You’d be helping me retain clients in my office, allowing me to serve others better.

If you wanted a salary, the split would likely be 25% or so, depending on salary need.

And lastly, depending on the nature of potential clients you bring to the table, the split would likely be in your favor for most of
them. I’m always looking to up my average AUM per client. If a client brings the average down...I likely wouldn’t take them on...this giving you the client and a better split to you.


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