Negotiating clients, prospects, and listings when switching brokerages
I am about to switch to a new firm and am struggling with this part of the process. I want to leave my current brokerage on the best possible terms but I do not want to get screwed out of clients that I've done a lot of work for.


-He paid me hourly to do cold calls and would assign most leads to me. Since he paid for the marketing these are office leads, but almost all of these clients would choose to move on with me since no one else in the office even knows their names. How do I explain this without coming across as a jerk?

-There are a ton of clients of mine that never signed exclusive buyer/tenant rep agreements. I understand there are no contractual obligations for them to stay with my current firm but I don't want to go behind his back and take clients that initially came from his prospecting. On the other hand, there are a couple that I would be willing to take that risk with because I know I would serve them better.

-I currently have a sale under contract where I am representing the buyer. The deal is scheduled to close about 2 weeks after I officially switch firms. What happens to this deal? This is an important client to me and don't want to disrupt the deal.

-There is one particular client who has already told me that he wants to specifically list with me. He has not signed a listing agreement yet and I have done 100% of the work for his property. However this is another one that came from the cold calling my broker paid me for.


Thanks in advance because I really need help with this! I am meeting with him Monday to negotiate and I genuinely want to be as fair as possible.

[{"id": "eato3zy", "text": "If you want to be fair as possible you will leave all the leads your former firm procured because they are not yours and you will build up your own business with the new firm.  Is that really what you want?\n\nIn regard to the closing you have coming up, he doesn\u2019t have to pay you on it.  Any listing you have signed up is his.  Any agreement you are party to is owned by the broker. \n\nYou could let all of your clients know of your plans, but I\u2019d be very careful doing that.   If they have agreements with your current broker (through you), you could lose your license trying to take their business. \n\nI don\u2019t think your balls are big enough yet to have the weight to bring all this business with you.  They only worked with you because of the position you were in with this other firm.  You were a cold call monkey.  The other guy brought the heat and put the money to work to get that business.  You weren\u2019t even an independent agent at a firm - he paid you to make cold calls for him, probably provided you the list of people to call, and told you what to say.  Go do all those things on your own now if you want, but he\u2019s probably not going to let you take any client with you without a fight and that fight could have you looking for a new job soon. ", "replies": [{"id": "eb3vsk1", "text": "Thanks for the response. We ended splitting them down the middle.", "replies": [], "depth": 2}], "depth": 1}]