A 12-page playbook for the agent who's thought about leaving but never put the move on paper. The switch math. The 60-day plan. The day-by-day execution. Client scripts. A 10-question decision framework so you stop guessing.
By Alan R. Hernandez · 20 years in Houston real estate · 2× Battle of the Brokers Champion
Every chapter is built around a specific question agents actually have when they're weighing a brokerage change. No filler. Direct.
The hidden costs of staying somewhere that isn't quite working.
4 sectionsCalculate the real annual difference. Make the decision on numbers, not feelings.
4 sectionsThe criteria that matter — vs. the pitch that doesn't.
4 sectionsWhat to do BEFORE you give notice. The work that protects your business during the move.
4 sectionsThe actual mechanics — what to say, in what order, to whom.
5 sectionsScripts for active deals, past clients, and the active sphere.
4 sectionsRe-establishing, ramp speed, and the early wins that lock in the decision.
4 sectionsThe avoidable pitfalls that turn good switches into messy ones.
5 sectionsThe 10-question diagnostic. Score honestly. Decide cleanly.
4 sectionsScore yourself on each question from 1 (very low) to 5 (very high). Total comes out at the end with a clear band. No judgment, no email gate — just the framework.
Here's what one of the nine chapters reads like — verbatim. The other 8 chapters are in the PDF.
Don't compare brokerages on marketing copy. Compare them on your numbers. Take your last 12 months: deals closed, total GCI, average sale price, average commission rate. Run that production through both your current brokerage's structure AND the new brokerage's structure. The output is two numbers: what you actually kept last year, and what you would have kept under the new structure. That's the only comparison that matters.
1. Split — what percentage of each commission the brokerage takes before any cap. 2. Cap — the maximum dollar amount you pay the brokerage in splits per year before going to 100%. 3. Monthly or annual fees — desk fees, tech fees, E&O insurance, association fees. 4. Per-transaction fees — what gets charged on every closing, separate from the split. 5. Marketing contributions — what (if anything) the brokerage gives back to your marketing. Most agents only know item 1 by heart. The other four are where the real differences live.
Fill in your own numbers: My closings = [X]. My GCI = $[Y]. My average commission per closing = $[Z]. My current brokerage took: split = $[A], fees = $[B], transaction fees = $[C], marketing contribution = -$[D]. Net I paid my current brokerage = $[A+B+C-D]. Net I kept = $[Y - (A+B+C-D)]. Now do the same math for the brokerage you're considering. The difference is the switch's annual ROI.
Don't just compare year-one. A $12,000 annual difference for the next 5 years isn't $60,000 — it's closer to $75,000 once you factor in the productivity unlock of operating in a better system (better leads, less time on admin, faster follow-up). Run the comparison over the realistic time horizon you'll be in real estate. Most agents are surprised by how much the gap compounds.
Most switch decisions are made on a feeling. This playbook puts the dollar number on paper — what you're actually paying your current brokerage, vs. what you'd keep elsewhere. You decide on the comparison, not the pitch.
Every script, every Tier A/B/C communication template, every transition checklist comes from agents Alan has personally onboarded into WPR. These are the messages that have actually worked, not theoretical drafts.
This playbook is designed to be brokerage-agnostic. If WPR ends up being the right move, great. If a different brokerage is the right answer for you, this still works. The framework is the framework.
12 pages. PDF. Lands in your inbox in under two minutes. We'll also tee up a confidential 15-minute chat with Alan if you want to run the switch math against WPR specifically.
Tap the button below to download The Brokerage Switch Playbook. We've also sent it to your email so you don't lose it.
⬇️ Download the PDF (24 KB, 12 pages)Want to run the switch math against WPR specifically? Book a confidential 15-minute chat with Alan →