Any RIAs in upstate NY looking to sell? We custody with Schwab and have been in business for 30 years.

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

Ditto... we would love to buy a book in CNY... our heart is serving small towns

E-mail sent, Arista. (I couldn’t message you on this app, so be sure to check your junk mail if you don’t see it).

Related Posts

I’m at 7.5 years of experience and got an offer letter saying 3 weeks of vacation. I’m currently at 5 weeks vacation - are companies typically flexible with this?

like

What does a manager have to demonstrate in order to get promoted to the next level?

likesmart

Saw some people from EY TAS change their titles to Strategy and Transactions on LinkedIn. Is this just a fancy name change the group did or are EY TAS folks now doing strategy work in addition to the typical FDD work ?

like
like

Has anyone taken  ACAMS Certified Global Sanctions Specialist (CGSS)? Any comments/ reviews? How has it enhanced your employability? Why did you take the CGSS?

like

Hi, Are there people here who have switched from being a doctor or dentist and went on and got an International healthcare management MBA (or just a standard MBA) and also have experiences from surgery/clinical side, pharmaceuticals, and bit of consulting? If yes, how was your transition? What were your starting roles and salaries? Thank you :)

like

Once we get a few more members I had the following ideas for speakers:
1. OBGYN specializing in menopause/HRT from Duke University
2. Nutrition Counselor
3. Anxiety Coach
Does anyone have other ideas? Please let me know!!

like
like

Hi fishes...
Hope u are well and doing great.

I'm serving my notice period in TCS, my LWD is 3 may 22..I'd really appreciate it if you can refer me for an opportunity.

YoE- 03 years
Skills- cloud computing, AWS,IaaS, Linux, RHEL, MySqL..

like

How is the company EY india or Ey LLP for Salesforce developers.
Yoe 4

I want to understand about working hours and work pressure.

I have heard few members saying that EY India gives a lot of work pressure and no work life balance,is that true??

When compared to Capgemini, Cognizant,Wipro and TCS ,is it worth joining EY INDIA in terms of wlb

like

Anyone else think we see a pop in marine retail I.e. ONEW. Thinking more people find ways to vacation at home and we see a spike in boat sales

funny

Hi all,

I have a offer from
Perficient and joining in 2 months time. Question :
1: how is the company in terms of job security and projects? I work with web analytics
2: How is the hike and work life balance.
3: Attrition rate
4: Hike is good but will it be a safer vet like Accenture Operations?

Need some views from people working there.

Thanks in advance.

like

Hi Folks,
Can anyone tell me like overview on working in UST Blueconch.
I have got an offer for UST Blueconch for Pune location. Want to understand the wlb, job security work environment etc.
Thanks in advance!!

My mother is looking to purchase a coop or a condo in the UES. StreetEasy doesn’t have a no pet option on their app. Do any of you have a list of “no pet buildings” in the UES?


Full disclosure. She is deathly allergic to cats and dogs. (Yes even those man made hypoallergenic dogs) there is no such thing as a hypoallergenic dog. You can be Allergic via eye water content, hair oil, and saliva.

likefunny

Chicago is on the verge of making history..!! For the first time ever, months of Jan and Feb are going to be snowless. And we have an orange buffoon denying climate change.!! 😢😧🙄

like

Trader bro tradin’ with his Vineyard Vines shirt

Post Photo
like

Considering the FRM certification. Those who’ve taken it, how quant heavy is it? I have a compliance risk background and don’t have a deep math or statistics background. However, I want to expand my skillset. Any thoughts?

like

Best books on leadership and sales skills?

like

Anyone up for chat😔😔 Feeling low...

like

Additional Posts in Succession Planning: Buy/Sell Practice

Anyone here had success in purchasing a book? If so, would love to hear about transaction and how it went.

like

Anyone looking to sell (Military Veteran-Heavy) book?
Ideal Individuals for me and extremely rewarding. #SemperFidelis

likehelpful

Selling structured book of autocalls

like

Wells - curious. Where are you and are you buyer/seller? I'm guessing buyer and all the stats I read are completely in our favor, yet I feel like books of business should be going for sale every day and I struggle to find any good sellers?

Any sellers out there? Where do we find the old dudes?!

like

Any bank reps have experience buying their book from the bank?

funnyhelpful

Has anyone hired a consultant to find them a practice to purchase? I'm not asking about the big players like KMG or Succession link.... I'm asking if you've worked with an individual contracted consultant... If so, wondering how the experience went.

like

What do you feel is a reasonable multiple to pay for recurring revenue (wrap)?

like

Looking for adding a junior advisor with 20-50mm AUM to become eventual partner if the right person and merge into a larger $130mm firm in Atlanta, GA or in Southeast.
Call 678994-6448 ask for James

like

Www.joinsfm.com. We are a firm based in Central Florida. Also have branches in Ohio. If you are looking to join a good independent practice that has a guaranteed succession plan......check out our website. 34 years in business and rank in the top 5 largest financial planning firms in Central Florida. Check is out.

Anyone in SE Louisiana looking to sell a book of business?

like

Bucks County, PA. Depending on size of book can purchase immediately or being a longer term succession plan.

I'm adding a brand new FA, probably as a W-2 initially. Any suggestions on compensation?

like

Anyone looking for a junior partner in Kansas City area?

like

Selling book of structured autocalls brokerage..all purschase when market was down with 6-12 month left to mature... 6467848487 cell....LPL preferred

Looking to buy a practice in the St. Louis, MO area if an advisor is ready to consider retirement, could transition over 1-3 years as desired.

25 year indy Looking to buy a practice in the New Orleans, Slidell, Mandeville area. PM me to discuss. Thanks!

like

I just invited a few peeps we will see if we can "come to a deal"

like

Anything for sale anywhere in the continental US let me know.

funnylike

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal