LeaveYourBrokerDealer.com
You Built the Book. Why Are You Still Renting It?
LeaveYourBrokerDealer.com helps elite advisors quantify what they're losing — and execute a clean transition to independence. Quietly, precisely, and without disruption.
Quantify What You're Losing
The Math
Quantify Wirehouse "Economics"
Most advisors don't leave because they haven't seen the real number yet. Not the back-of-napkin estimate. The actual number — the one that makes staying feel like a slow, voluntary wealth transfer to someone else's balance sheet.
The wirehouse model was engineered for the firm's economics, not yours. The payout grid, the deferred compensation structure, the revenue-sharing arrangements you'll never see — every mechanism is calibrated to capture the maximum share of the value you create. Once you model the independent equivalent with full transparency, the delta isn't subtle. It's structural.
What We Model
01
Current Production
Your trailing 12-month revenue and current payout percentage — the baseline the wirehouse allows you to keep.
02
Deferred Compensation
The golden handcuffs, quantified. We model the true opportunity cost of staying for the unvesting schedule.
03
Growth Trajectory
Your expected annual growth rate applied across both scenarios — wirehouse ceiling vs. independent upside.
04
Lifetime Delta
The total wealth left on the table over 10, 15, and 20 years. This is the number that changes the conversation.
Sample Output
For an advisor producing $1.5M with a 45% payout and 5% annual growth:
$11.2M
Wirehouse Earnings
Estimated 15-year cumulative
$18.7M
Independent Earnings
Estimated 15-year cumulative
$7.5M
Wealth Left Behind
The cost of not running the numbers
Estimated wealth lost by staying: $7,500,000
The Reality
What You Already Know but Haven't Quantified
The friction keeping advisors at wirehouses isn't loyalty — it's inertia dressed up as caution. Every rationale for staying dissolves under scrutiny. Here's the anatomy of the arrangement you're currently inside.
You Own the Client. They Own the Revenue.
You did the work. Built the relationships. Took the calls at 11 PM. Navigated the volatility. Yet the majority of the economics — the enterprise value, the recurring revenue stream, the long-term equity — never reach you. The wirehouse didn't build your book. You did. They simply invoice you for the privilege of housing it on their platform.
Independence Isn't Chaos. It's Infrastructure.
Custody, compliance, technology, operations — every objection you've been handed has already been solved, repeatedly, by thousands of advisors who made this move before you. You don't build infrastructure from scratch. You step into a fully operational environment that was purpose-built for this exact transition. The hard engineering is done.
Clients Don't Care About the Logo. They Care About You.
Client retention in advisor-led transitions consistently exceeds expectations when executed with precision. Your clients chose you — your judgment, your communication, your availability. The brand on the letterhead was never the variable. You were. Retention rates in properly managed transitions routinely exceed 90%.
The Only Real Risk Is Staying.
Every year you wait compounds lost equity, lost control, and lost optionality. Deferred compensation feels like a reason to stay — until you model what you're forgoing to collect it. The math isn't ambiguous. Inaction isn't safety. It's the most expensive decision you make, annually, by default.
The Process
The Process Is Cleaner Than You Think
Most advisors overestimate the difficulty. Dramatically. The transition from wirehouse to independence is not an improvisation — it's an engineered sequence that's been executed thousands of times with surgical precision. Four phases. No ambiguity. No chaos.
Quantify
We analyze your current economics — production, payout, deferred comp, growth rate — and model the independent equivalent with complete transparency. No assumptions. No sales pitch. Just arithmetic.
Architect
We design your exact transition structure: custodial platform, compliance framework, technology stack, and operational infrastructure. Tailored to your practice, not a template.
Execute
Legal documentation, compliance protocols, account transfers, operational logistics — handled with precision. The transition is managed so your clients experience continuity, not disruption.
Operate
You continue managing client relationships — the thing you're actually exceptional at. Now with full economics, full equity ownership, and full control of your practice.
The complexity lives in the advisors' imagination — not in the process itself. Every objection has been solved. Every regulatory pathway has been walked. The only variable is when you decide to stop subsidizing someone else's enterprise value.
FAQ
Questions Advisors Ask Before They Stop Asking
Every sophisticated advisor runs the same objection set. Here they are — addressed directly, without the hand-holding.
"Isn't the transition disruptive to clients?"
No. When executed properly, transitions are operationally controlled and client movement is straightforward. Your clients follow you — not a logo. Retention rates in well-managed transitions are not a matter of hope. They're a matter of execution, and the playbook is established.
"What about compliance and legal risk?"
This process is structured within established regulatory frameworks and executed accordingly. Thousands of advisors have navigated this transition under full regulatory scrutiny. The legal pathway isn't experimental — it's precedented, documented, and routine for competent counsel.
"What happens to my deferred comp?"
We model it. Quantify it. And incorporate it into your decision with full transparency. In most cases, the economics of independence dwarf the deferred compensation you'd forfeit — but we don't ask you to take our word for it. We show you the math.
"Is this expensive?"
No. This service is free. There is no fee for the analysis, no fee for the modeling, and no fee for the consultation. The economics of this engagement are structured differently — and they're not your problem to solve. Your only job is to look at the numbers.
"Why doesn't everyone do this?"
Most advisors never quantify the actual economics. The wirehouse model is specifically designed to make inertia feel like prudence. Deferred comp creates the illusion of a penalty for leaving. The familiar platform creates the illusion of necessity. Remove the illusions, run the numbers, and the calculus shifts — permanently.

One pattern we observe consistently: the advisors who ask the most questions before engaging are typically the ones who move fastest once they see their numbers. Skepticism isn't an obstacle — it's the correct starting position.
You Already Did the Hard Part.
Building the book was difficult. Owning it isn't.
You spent years — maybe decades — doing the work that most people can't do. Earning trust in volatile markets. Building relationships that survived every correction, every headline, every competitor's pitch. That book is the single most valuable asset in your professional life. The only question is whether you'll own it — or continue renting it from an institution that didn't build it.
The numbers don't require persuasion. They require visibility. Once you see them, the decision makes itself.
Private. Confidential. Precise.
LeaveYourBrokerDealer.com · Private and Confidential