Transition from agent/RR to FA?
Interviewing now... what questions should I be asking? And, my production is down 50% vs YAG so would I be at a disadvantage economically if I move now... or should I wait until my numbers are up (since I presume that current production is the determinant for the incentive $ offered)

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Posting as :
works at
You are currently posting as works at

Is this an internal move or external?

External - apologies should have been more clear

Transition dollars are based on your production, business mix (advisory, brokerage) and total aum. If your production is down that will impact the offer. That said it depends on what is important. Hit me up if I can provide more clarity.

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