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

I’m so glad I found this bowl. As an intern, I’m seeking guidance on how to take on this industry while still being true to who I am. Thank you all for your daily encouragement.

What’s everyone doing right now? 🧐

Any downsides to leaving a “Counsel” role and moving into a “Legal Affairs” role? Still practicing and representing the company, just a difference of titles, so core work remains the same - what do you think?

Outside counsel has been prepping company witnesses for a trial in August. It is my subject area so I am supervising outside counsel. I did not, however, choose the counsel. He is doing a really awful job. Co counsel is better, but not great either. Higher ups love the firm… I do not want to micromanage, but I have genuine concerns about outside counsel’s ability to try this case. Trials are rare, and I just don’t think these guys have actually tried many cases. Cont. below…

Thoughts on Covid-safe ways to celebrate a birthday in the winter? In the summer, a few friends did small, distanced outdoor picnics but it’s gonna be around 40 degrees on my bday

Received my first prenatal massage at 19 weeks today and the therapist was trained and did a bit of myofascial stretching techniques. Never touched my stomach. Just lower back, arms, legs and feet. I have had cramps in my abdominal area since a few hours after the massage. Not sure if it’s cramps or stretching pains. Drinking a ton of water to flush out toxins, but is this pain normal?

Hey guys! Yesterday the company i worked for laid off the people in our state for economic reasons with no notice. I’m in desperate need of referral in entry level SWE/SD(or similar) positions at the moment. Any help would be greatly appreciated. Thank you!

Is 36 too late to join IB as an associate? Alternatively, can stay in my industry (not banking) as manager.

Hi all, I’m in the north east metro area and due to the current RE market we decided to look into PA specifically Lancaster. Anyone in this market and have any thoughts on where it’s headed? We’re looking purchasing a single family property all cash at 110k that rents for $1100 a month. The last owner bought for 35k like 15 years ago 😩 but hoping buying and holding for a few years will give a equal or greater returns over the long run.

Hiring managers: How is the interview process like at your company and how much say do you have when it comes to choosing that candidate?

I had a behavioral interview with a manager from another team and a case study with the hiring manager. They both took notes as I gave my answers but the first manager was very disinterested from the get go and was distracted as he kept looking away from the screen.

I’m wondering how much influence the first manager has since I’m not sure what he’s writing

If you like piña coladas and getting caught in the rain, if you're into yoga and you have half a brain, if you like making love at midnight in the dunes on the cape; Then I'm the love that you've looked for... write to me and escape

Can we show unequal rent split up between husband & wife for HRA?
Let's say we pay 20k in rent. I want to show that I pay 15k and wife can show 5k. Is this sort of break up possible without explicitly mentioning it in the rent agreement?

Had consensus for my counselee today. What is a 3+ and a 2+ rating? Never heard this before. Will it really translate to a quantifiable amount?

[SERIOUS] Trump supporters, what does American “greatness” look like to you? Specifically, when POTUS says he wants to MAGA, what does “again” look like?

BBDO laying off 30+ staff this year, but also buying their remaining staff Christmas gifts got me like 🤮🤡

What are your thoughts about putting an explanation for the current gap (as in, I haven’t been working for several months) on your resume, LinkedIn profile or cover letter? If you think it should be included in one of these places, how would you do it?

Once you’ve applied via referral link to a position, does it keep you in a referral pool or do you need to constantly get a new referral link if you apply to another role say 4 months later? Curious since they only last 30 days and i feel bad asking for a link a 3rd time now…..

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.

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.

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!

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

Anyone looking to sell a book in Central Mass?

Looking to buy from retiring advisor in Indianapolis.

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

Looking to purchase book in Western MA. Looking for approx $10mm in assets.

Selling structured book of autocalls

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.

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

Anyone in metro DC looking to transition out?

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.

How do you determine the value of an agency. We do mostly protection products but also a few million in advisory. The BD side seams straight forward. It’s the insurance side that’s hard

Looking for practices in Oklahoma and Arkansas to possibly purchase.

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!

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

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