Hi,
Quick intro
AUM: 15m
T-12= 150k
I'm seriously considering a move to lpl soon as I am burned out with Jones. The only logical way of doing this is to office with another lpl agent of which I have found. If I'm going to stay in this business , I want to build some equity in myself. I feel like it is a low risk for me , but want advice so I have no regrets. I'm thinking I will also get about 20k in a transition package. I don't think I'll transition but around 5 m bc of my short stint at my current location. Will I starve ? I was previously think of leaving the industry ,but have nothing line up. I feel like this could help me get motivated. Anyone have any good scripts or system during this process?


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LPL fees are going to eat you alive at that AUM level. Find another B/D - the key is to prospect like crazy and keep those expenses as low as possible.