21 years in the business. Looking to retire in 4 years. Any thoughts on the most lucrative way to exit the business? I have a forgivable loan that has a few more years left on it.

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Posting as :
works at
You are currently posting as works at

If you’re looking to sunset, hit me up:)

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You will get a higher multiple and favorable taxation in the independent channel.

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The "Sunset" deal at WFC is insulting compared with teaming up w some one in the Indie RIA space. You could do a transition with an RIA over a few years and keep a shared revenue deal for decades. What state do you live in?

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@WFop. I'm in Oklahoma as well. What part of Oklahoma are you located? I'd be interested in talking to you and learning more about your business. See where it goes from there. Jthill7@gmail.com

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As an independent i can structure it however u want. Where are you located?

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Where are you located I️ have a few ideas.

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I am in Oklahoma.

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I would be interested in speaking with you and purchasing your book

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Succession Link

We use a stock purchase plan for taxation to help the seller and depreciation is back loaded for the buyer. Honestly, you are a little late. Most should start the process 5 years plus out. Not that it is going to hurt you that much today. It might be something you want to get in place as soon as possible. Also, selling out side will always make you more than a wire house buyout.

Check out the FP Transitions site for more info... not sure about the value add of Succession Link...

There is no added value by succession link, but you will get a ton of offers!

Sell it to me

Where are you located? If you are in our area....we would bring you in house and provide a smooth transition for you and your clients. We are in Central Florida. We are a large independent practice and have a number of other branches that would be interested also. Www.joinsfm.com

If you’re looking for a golden parachute and you’re concerned about leaving your clients in good hands with a reputable team, reach out to me. 239.228.8964. We are looking at several books to purchase right now, maybe yours is the right fit. Let’s discuss

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It's sad to see people with 2-3 years of experience getting paid more than you when u have double the experience. 😄 Best part is they are still complaining of getting less. Well I guess you should never settle. New gen is giving a hard time to the experienced folks. I think this is the high time to upgrade your skills. Come out of your comfort zone and start looking for new opportunities. I think this is the best time to switch if u haven't already in quite some time.
Thoughts 💭 ???

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I want to further develop my BI and DE skills. Currently exploring paths of AWS certs with some others mixed in, does this seem like a good strategy:
AWS CCP>Tableau DS> ICAgile (ICP)> AWS SAA>AWS DA > PMI CAPM > and then maybe tableau data analyst or Powerbi.

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I'm looking to apply for a Principal , Prod Svs. App Support position in Chennai.

Does anyone what the typical salary range is for this designation?

YoE: 13
CCTC: 21.3L

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Hi Fishes, I need your genuine suggestions in finalising which company to join.
I have 2 offers :
ZS Associates - 15l fixed
Thoughtworks - 18l fixed
Role - Senior Consultant in Test
Experience: 5 yoe
Please consider job security and learning opportunities as parameters while suggesting. Thanks in advance!!

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Hi Fishers, What can my expected CTC be for a PO role at Servicenow? My current profile is 6 years experience with 19 LPA. I have couple of offers with 23LPA and 25 LPA.

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Does anyone offer any resume writing services? Or willing to let me use theirs as a template? I have 6 years of CS experience & a Masters degree but I am having no luck with landing a CSM position within the 6figure range, it’s seems like these companies are not even looking at my resume. Any help would be greatly appreciated!

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Go-to phrasing for tactfully denying a job but keeping the connection if the position doesn’t fulfill your TC / benefits expectation?

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Need some advice: I currently do corp dev and FP&A for a smaller company and just got an offer for about double my salary at a F200 company. The catch is I would no longer be doing corp dev, just FP&A. My goal is eventually to crack into ib, do you think I should take the job and the pay bump or stay at my current role and try to lateral in to ib.

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Customer Engineer offer in Austin around $225k TC for 4 YOE

Base $130k
Bonus $60k
GSUs $140k

Thoughts? This seems decent based on my research but couldn't find a ton of data points. What is the career trajectory/opportunity like is a Google CE? Opportunities to move to product later on or will I be heavily soloed within tech? How do refreshers work? For example at other tech companies I've heard only about 10% of a team might receive refreshers each year

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Does Google value FAANG experience over consulting? Say if a person is trying to get into Google from Apple, will it be considered easier?

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If we join at P4, how much experience is required to get promoted to P5 ??

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Accounting role potential interview questions and process? L4

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Any thoughts about investing in RE in Prosper? Is Proper really supposed to be the next Frisco?

Would anyone be willing to give me a referral to salesforce?

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Hi All, Will someone be willing to refer me for Sales Operations Analyst role at Salesforce ?
I have 4.5 years experience in sales operations and well versed with salesforce and salesforce reporting tools

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Hi all,

I need genuine advise if anyone has faced this.

How does BGV happen if one of the previous company has shut down & there is no contact with it's HR or any of the previous employees?

Does MNC's like Wipro revoke the offer in case BGC fails due to above reason?

Hi

can anyone pls refer me in wipro for testing role.

I have the job id.

Total exp is 3.5+ years

Thanks

Is 150 billable hours per month little/average/a lot?

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Considering moving from BD/Partnerships in tech to Corporate Development. Has anyone here done it? Did you like the switch and do you have any pointers on getting in

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My psychiatrist today revealed to me that I may have ADHD, still a hypothesis that he is still exploring but from my personal experiences and discussions with therapist, it seems likely.

One example of personal experience is my ongoing prep for case studies as I'm interviewing with a number of firms. I do struggle to keep focus and generally take a bit longer to finish them, specifically the structuring of the case. Does anybody else feel the same way and any recommendations to overcome this?

0% hike 0% bonus is that PIP?

Can we ask for HR to share data n reason
Accenture" class="linkified" target="_blank" rel="nofollow" >etc.Accenture

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I am asked to apply for visa for poland, I have a spouse and kid as dependents. On VFS website, visa slots are different for national visa and dependents..so will i have to book visa slot separately for my dependents or can i take my dependents on my visa date.

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I read this super interesting article about how big companies like Toyota are investing in social-emotional training for their employees and seeing massive benefits. I actually think this could be a whole separate class for students of all ages. Learning about conflict resolution, growing your own self-regulation skills...it's really important.

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I have 60K that I’m wanting to invest using a roboadvisor Better to use Fidelity’s low fee ETFs through Fidelity Go or Vanguards ETFs through Betterment?

This is my girl. Anyone know an indoor garage in the weehawken/Hoboken nj area for rent? Trying to keep her in during winter 🥶

Post Photo
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Realtor fishes, let's play a game: I share some details of some listings that we have available at my office and you let me know if we should keep them in our portfolio or make room for better properties.

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I miss seeing the mountains when I am coming home. Damn fires.

Post Photo
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Thoughts on a manager texting you to ask why you aren’t online Easter weekend when all of your work is completed and another senior who can’t handle their own work decided to randomly send you their returns to review?

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Urgently Required
Lead Network Engineer 10-15 years experience Cisco ACI, Cisco Enterprise, Data Center Switches, Cisco Router
Bangalore/ Hyderabad/ Pune/ Gurugram
Kindly DM me your YOE and email id.

Post Photo
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Out of curiosity, how much $ did you start making before buying a pet?

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Good morning, I’m looking for an Entry Level Scrum Master position. Please send referrals

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I had quite the day the other day. Coustmer comes in and then ends up leaving with a grossed out look on his face just for him to put in a complaint about my appearance...he down right called me some nasty things for no reason. Still feeling gross about it. He was upset for no reason as far as I'm concerned.

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I have been offered Rs 31 lacs for the Product manager role in GE. Any idea if that is the average pay?

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Additional Posts in Financial Advisors

One of our older advisors is about to retire so his book will be split amongst us junior advisors. What can I do to pitch myself to him and to management to earn the bigger accounts?

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My dials are getting better. But one thing I' m struggling with is the follow up call. I don' t even know what questions to ask. Any ideas?

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*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

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Characteristics/actions of the worst manager you've worked with?

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Talking to an older advisor at diff firm who minimal serviced book for years. Assets are $100m+ but bulk in one fund family, so low rev A trails. Anyone ever tackle a biz like this? Find opportunity

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Wells Fargo merger news. What’s it mean?

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I think I’m addicted to diet soda. I don’t drink coffee or alcohol but probably 60 ounces a day give or take. I drink it for every reason (or excuse) you can think of. Continue...

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Two of my clients have requested me on Facebook. We're really friendly but it's weird right?

likesmart

Hey fish: what are some of your favorite business/self-help books?

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Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

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What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

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CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

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Can someone give more information on JPM Private Banker Role Associate Level. I am being offered a 150k base. What is the catch in this role? Can someone give any insights ?

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RIA consolidation: does anyone sense that RIA’s are becoming interested in merging with / acquiring accounting firms to focus on scalable/monetizable income tax advice (as a point of differentiation)?

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Best non-fiction book you have read?

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Not including the canned stuff from wirehouses, does anyone send out a newsletter regularly to their clients?

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Is it me or did they just scrap the DOL law?

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If you have an attorney who you're friends with and a doc who has a practice in the same town, what are the best ways to work with these guys to bring in clients if you're a rookie in the business?

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do you guys ever feel like you're just going through the motions? gym. work. dinner. sleep. what are your exciting hobbies/after work activities?

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Lady fish, how do you handle catty women at the office? Another advisor seems out to get me for no reason-she is constantly catty toward me and every single encounter and I want to stand up for myself

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