Broker or independent advisor?
Compare the actual mandate, team, and evidence standard. A role label alone does not establish independence or power expertise; a broker and an advisor can work alongside one another.
Questions to ask before appointing a representative| Question | Brokerage mandate | Independent advisory mandate |
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| Who pays? | Ask who owes the fee, whether another party contributes, and when payment is earned. Obtain the arrangement in writing. | Ask for the client scope, fee basis, any referral compensation, and payment milestones in writing. |
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| Conflicts | Identify the represented party, listing relationships, and any dual or designated representation. | Identify client and counterparty relationships, referral interests, and the agreed conflict-management process. |
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| Power diligence depth | Confirm which utility documents and technical specialists are included in this particular brokerage scope. | Agree the load assumptions, utility evidence, study review, specialist support, and decision record in the advisory scope. |
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| When it fits | Property access, market negotiation, and a clearly defined representation or transaction mandate. | Requirements-led screening, cross-site comparison, utility-pathway coordination, and commercial decision support. |
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Representation and compensation rules depend on the jurisdiction and engagement. For an example of required relationship disclosure, see Virginia’s brokerage disclosure regulation; confirm the rules and responsibilities for your own mandate.