Lets Make A Deal!   You have decided that a change in platforms could benefit you and your clients? Then let's talk transitional deal. Deals are designed to compensate you for lost deferred comp, the aggravation of moving your clients, and the risk you assume. The current transitional deals are some of the most aggressive we have seen in years. Current deals are comprised of several components-- an up-front check (versus a forgivable loan), deferred comp awards, stock awards, salary, and back end performance-based compensation. Call Courtney to discuss what a deal would look like for you!