Dm for more information.

I am going to be 15000 PQM short to retain Gold on United. What are my cheapest options outside of international travel?

CA shutting down prometric, just received an email that my December date is going to be canceled.

What is band of Associate Director in Mindtree?

Anyone recommend their firm for fed tax? Looking to stay in PA in a top 20 to continue working remotely.

Do you ever find that you talk to people outside of engineering about your job and they have no idea what you're talking about?

I am currently living in London, looking to move abroad to UAE. Has anyone relocated before and do you have any advice?

Any recommendation for a therapist around Jersey City/ NYC area? I have called 15 people so far and none of them are taking new clients. This isn't helping my anxiety.

Agencies in Charlotte, NC?

Do people negotiate salaries when being promoted? Or you get what you get? (Specifically EY-P (M&A) from director to sr. director)

ZS 🐠, how often are you at the office vs client site? I’m curious because I’ve heard they don’t travel much

UHG vs Legato, which will be a better company to join for similar package?

Is the CFE pretty easy?

Controversial Opinion of the Week: Big Law isn’t that bad. Sure, there are times it means late nights. But it’s stimulating and you are paid a lot of money to do a job that isn’t rocket science. 🤷🏻‍♂️

I need an assistant/paralegal. Probably part time at first. I live/work in a small city in Oklahoma, solo practice. I would like approx 10 billable hours/week (if part time) from them. What do i look for in one? Pay amount? (Most here make around $12/hour). Incentives for bonus money?

Is anyone aware of a tax software (e.g., TurboTax) for preparing a form 706? For personal use, so cannot be a commercial license only product.

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?

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

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

Looking to aquiring additional assets and clients. Anywhere in Ohio, Greenville SC, gulf areas of Florida or Jacksonville FL Preference. Dually registration with NFS/ Fidelity custodian. Redtail CRM. MoneyGuide Pro and Riskalyze planning software.

14 years experience with 9 years solo. Would prefer to aquire to transition.

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.

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

Looking to buy a book in Virginia. Let me know if any opportunities please.

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.

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

Looking for practices in Oklahoma and Arkansas to possibly purchase.

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

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

18 year vet looking to acquire businesses in Denver area. Looking to exit? Let’s talk

Anyone looking for a junior partner in Kansas City area?

Does anyone know a basic rule of thumb to value and agency not just a book?

Selling structured book of autocalls

Looking to buy a book in Colorado if anyone knows of anyone

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!