Not an Intro, Office share arragement
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Category: Introductions
Forum Name: Greenhorn Introductions
Forum Description: MAKE YOUR FIRST POST HERE!
URL: http://www.advisorheads.com/forum_posts.asp?TID=19205
Printed Date: Mar/26/2026 at 11:40pm
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Topic: Not an Intro, Office share arragement
Posted By: kitcloudkicker
Subject: Not an Intro, Office share arragement
Date Posted: Feb/17/2022 at 5:56pm
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Thought I've done this, but greenhorn is the only place I can post so here I go. Clearly I don't interact enough but I haven't missed all the fun here! Have an advisor that will be joining my office to pretty much just share space but will be operating under my brand. Question for those who have done this before since I have not, is what type of agreements should I be considering outside of the typical lease and split-agreement if there happens to be collaboration down the road? I feel like there should be more than just "you pay this for the space" since their name is going to be under my flag, website, etc. They are clearing with same BD and under same RIA (hybrid). |
Replies:
Posted By: kitcloudkicker
Date Posted: Feb/17/2022 at 5:57pm
| in before anyone else says it |
Posted By: missionshooter
Date Posted: Feb/17/2022 at 7:09pm
| In b4 luv and ial |
Posted By: Hacksaw
Date Posted: Feb/25/2022 at 4:23pm
| Look who's all fancy now. |
Posted By: Wet_Blanket
Date Posted: Feb/25/2022 at 4:24pm
------------- The true 🤡 was the Biden voter all along. |
Hacksaw wrote:Posted By: freebird
Date Posted: Feb/25/2022 at 4:50pm
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