CURRENT PROJECTS
Wire House – national project
• Aggressive Transition Bonus
• Book buy-out on retirement
• The best "desk-top" technology in the business.
• The highest ranked "Management Friendly" wirehouse in the U.S.
• Top 10 Mortgage provider in the US
o Very aggressive interest rates.
• Personal line of credit for clients
o Asset based
o Very low interest rates
o 61% of clients participate
• More Million Dollar producers than any other Wire House
INDEPENDENT - NATIONAL PROJECT
• Own your own business.
• 85-90% payout
• 50% transition bonus
• Will buy your book at any time you are ready to leave.
(Will distribute the buy-out money to your heirs if you die before you leave.)
• Much more flexibility in how you can service your clients and run your business.
REGIONAL FIRM – limited to selected states
• The best of both worlds.
• 60% payout (net-net).
• You are an employee, not a business owner.
• Transition package available to get you through the ACAT process.
o Employee benefits provided at no cost.
o No overhead costs or fees for back office support, research and no ticket fees.
• No contract or non-compete.
• Sponsored through Major B/D.
REGIONAL BANK – limited to selected states.
• Some transitional bonus (Case by case depending on product mix)
• Solid referral base from Private Bankers.
• Often an existing book of business is available.
• Pay-outs are typically less to offset the referral base.
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