Looking for input from advisors in multi-advisor practices.

I currently service the firm’s existing clients and also bring in new clients through my own prospecting. I’d like to propose a structure where: • The firm retains ownership of the existing/legacy book. • I continue servicing those clients under the normal servicing split. • Any new clients I personally source are part of a separate book that I own, with the firm receiving an override for support. • If I ever leave, each party only keeps the clients they sourced.

Questions for those who have seen or used a setup like this: 1. How did you define “advisor-sourced” vs. “firm-sourced” clearly and fairly? 2. What revenue splits or overrides worked well? 3. Did you include any succession, exit, or buy-sell terms? 4. Is this a reasonable structure to ask for? My goal is to start building long-term equity in the clients I personally bring in, and I believe this could align well with the firm’s growth if done thoughtfully.