Edward Jones folks: there’s an EJ FA selling his book not far from me. I’d like to buy it. How does your noncompete work, is this a possibility, etc. this may be more than a forum comment can explain.

I am a Business Analyst. I have 10 years of working experience in India. In May 2022 I will complete MSc Business Analytics from Maynooth university.
In the past I have lead a team of analyst performing multiple activities like sales analytics, web analytics on Google analytics, I have also worked as a scrum master in certain projects
I have worked with tools like tableau, power BI and now alteryx any suggestions for the job role I should look forward to?

Hi! I have 2.5 years consulting experience & 4 years industry (B2B Sales) experience. What level should I be targeting for in cloud S&O. Is IC-5 too junior?

How is Specialist - Program & Program Management-640 role in in BNY Mellon?
How is the band hierarchy.

Any administrators looking to move facilities or jobs? My company is hiring administrators, if you live in NJ or even close to and want to know more please dm me.

Has anyone tried Isagenix? Thoughts? Did it work?

What and all the way to get IT job abroad from India.

Assuming I’m justified in thinking I deserve a higher bonus/salary, who should I talk to about potential raises (HR, management, etc.)? Should I say that I’m considering other options? (Details below)

For those that have worked at a Bulge Bracket and an Elite Boutique, I’d love to hear you compare/contrast your experiences.

Anyone in the Houston area?

Through a lot of comp discussions I heard a lot of talk of “making you whole” when things get better. Am I drinking the kool-aid by believing this? Is this just meant to prevent further questions that the firm does not know the answer to?

I’m only in my thirties, but I can’t help but feel like I would’ve been married with kids right now if I were straight. Dating while gay is a special kind of hell. 🥴

Have an initial phone screen with Navigant for Rev cycle consultant position- any insight into the interview process? Glassdoor is looking a bit dated. TIA😊

I owned a business for 6 yrs and had a B2C sales role for 3 yrs after (not SaaS). I’ve now been a B2B2C Key Account Manager at a Fitness Tech scale up for 6 mos and would like to be making more $ so am considering applying to other B2B SaaS companies. I currently own the entire (long) sales cycle from prospecting to account management. I’d like to stay in a similar role in another company. Will I have a difficult time landing an SDR/BDR, AE or CSM role elsewhere? I’m a 48 yo female.

Has anyone worked Corp Dev at a BB or large financial institution. Wonder comp and work life balance for analyst. Have 1 year of IB experience. Likewise, have a super day with 4 MDS, wondering if anything specific should be prepped for the interviews. Thank you!

Any writers here working remotely full time? If so, how’d you manage to swing that? And is it hard to be a remote writer in pharma?

Looking for practices in Oklahoma and Arkansas to possibly purchase.

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

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

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

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?

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!

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

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

Established buyer backed by a solid firm seeking $1m+ in fee and commission generating revenue from sole practices and teams (based on T-12 production and AUM) to integrate into our system across the U.S. Upfront payouts followed by asset bonuses based on timely asset transfers. Serious inquiries from Principals only.

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

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.

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

Anyone looking for a junior partner in Kansas City area?

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.

Looking to acquire Practices in the greater Providence, RI area. Message me for a discussion. Deals are 95% cap gains and not ordinary income.

Selling structured book of autocalls

Anyone in Maine or New Hampshire?

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?