Chicago & suburbs: seeking advisor min $20m AUM to change firms and team with me at my RIA to service clients better as co-advisors and build practice. Great tech, transition, and admin support!

Feel like audit scheduling is always done on a knifes edge in that the timeline and staff schedules are enough so that if everyone works 60 hour weeks and no issues are identified then it can be filed on time. But even small things that increase the work can wildly throw off the schedule and cause hours to skyrocket for the staff on the job. No real point here, just ranting.

Hi Fishes,
What is the impact on rating and overall, if I have got all snapshots good but for one snapshot its like at level for 4 parameters and 1 parameter partially demonstrated at level and have got a development action on that. Can you please advise on what will be the repurcussions and how to deal with this situation as the CRT are round the corners. Thanks in advance!PwC

Hello

Is there anyone who is to join Morgan Stanley for technology analyst this year and will be a part of 3-4 months training?

Also, is this training virtual or physical? If physical, then Mumbai/Bangalore?

My boss is asking me to “reconsider” the way I approach a client… I am in charge of this annoying corporate maintenance thing that we do for a client (I.e., making board of directors meeting to comply with some regulatory reporting required. I always end up missing deadlines. How would you reply?

Hi guys,
I have 2 years and 6 months of experience in Manual, Automation and API testing.I have a couple of interviews coming up. What is the package that I can ask for ? Any help would be appreciated.
Thank you.

How much difference does have a LinkedIn profile pic have vs not having it?

I work as an Equity analyst on the buy side. I am thinking of exploring the PE world post my exposure to listed equities. How easy or difficult would it be to get into the investment team in a PE.
I have 3 yrs experience as equity analyst post my MBA

Is Salesforce biased when it comes to hiring competitor's employee?

I have been referred numerous times with relevant job role but didn't got a call at all, the status directly changes to No longer in consideration!

Ohana vs Growth Mindset !!

how possible/likely is it for an american copywriter to get a job in scandinavian europe?

I run a small SaaS startup. I am looking for a growth manager for my company, who can wear multiple hats. She should be able to do presales as well as helping me in the building strategies for the company. Any help, what should I look for in an ideal candidates? Any suggestions about how would I interview candidates? Thanking you in advance!

Any good spots for live music?? New to the area

Conuslting ——— vs. ——— Data Science + Machine Learning ??? $$$$

If anyone is looking to work for Stryker DM me. Can give more info and potential referrals.

Can anyone refer me in product based company? Management consultant roles

Does really Collaboration work or it's just a myth. Always hearing from Offshore manager is that take more ownership like from offshore we should be working 80% and only 20% will leave for onshore because of time difference..

Is it really a collaboration or simply a cold War between offshore and onshore ownership..

How unprofessional is it to accept an offer and back out before your start date?

Think about this for a minute... why would you sell a book? Because you didn't want it anymore or it was beyond its useful life, kinda like an old car... it's old, rusty and needs more maintainence than it provides useful transportation, it's in the repair shop more often... everytime it goes in you find something else wrong with it? Plus, the prices the buyers are willing to pay are outrageous, by the time you get it paid off it's in the junk yard. No easy solution to building a sustainable business except hard, persistent work. Control Your Future, Go Indie RIA!

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

Looking to buy a book of business or partial book in Ohio. Will consider all sizes, even small. Please contact me at 513-317-2265 to discuss. I'm licensed in OH, IN, KY, and NY.

Anyone in Maine or New Hampshire?

Interested in selling my book of business and exit the industry for personal and family reasons. Approx 16 ml in AUM and $100k GR. Located in Memphis, TN.

Anyone looking for a junior partner in Kansas City area?

How do you find firms/books of business to buy? All the posts on here are buyers looking for sellers. Where do you go to find someone looking to sell or retire?

Purchased a book internally via sunset agreement doubledthe aum and asset base over 2 years, worked out great. Would like to do it again, located in Southern California. Could offer bonus plus sunset.

Looking for practices in Oklahoma and Arkansas to possibly purchase.

Shot in the dark…Any independent/hybrid advisors seeking a female successor?

Anyone in metro DC looking to transition out?

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

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.

Anyone looking to sell a book in Central Mass?

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

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.

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

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?

Looking to buy from retiring advisor in Indianapolis.

I’m currently a wire house FA who received assets from a retiree. I likely have 4 years before I’d be able to move my book of business, but I definitely want to move to an Indy channel. When should I start these discussions with other firms/business owners and are there benefits to merging with an existing practice at that time?