How much does a book of business typically sell for? Thinking of buying my partner out. I'm managing his book and have been for 5 years.

Anyone know how to transfer your 401k after leaving acn?

What carrer shifts could CSMs make?

I made the unusual transition from SDR To CSM. Considering switching roles or going to full on account management roles.

Thoughts?

I’m keep getting flashbacks from my previous relationship. I want to report him for domestic abuse/date rape charges but I don’t know if it’s a wise idea esp after a whole yr

Can anyone refer me to the Starz/Lionsgate Legal Affairs, Counsel role? I’d be happy to send you my resume first. Thanks!

Do you think it’s bad form/ unprofessional to flip badges when a contract is lost? I’m not sure if it’s just leadership bullying, but they’re discouraging staff to take other offers from the winning company.

For dinner activities or both?

This bowl is rockin'

Moving to NYC this summer, making 40x rent for most places but don't have any credit score (non US citizen).

Any tips on how to avoid expensive gurantors?

Can someone please help me calculate my Utilization? The Client Service Hours on ToD seems to be confusing. When does the utilisation for the year start? April or June?

Anyone here work for a venture capital? Do you like it? How is it compared to working in FAANG?

This digital bowl is beat

Anyone in Toronto looking for a CD? I need to make a change. Agency or in-house (if the in-house is cool.)

Sold all of my holdings yesterday. Don’t see this bull market holding for another week. What are other fishes doing?

I saw some sales managers discussing hiring strategies, especially for entry level roles (e.g. SDR, BDR).

One strategy that came up was having the applicant do 90 minutes of cold calling into real prospects with the hiring manager coaching.

What do you think of this approach? Would be curious to hear from both hiring manager perspectives and from candidate perspectives.

I’m starting in a medical sales role tomorrow with an existing account base. What is the most important things to do/achieve in the first 90 days to be successful?

Accountability correlates with Responsibility in this way: When a person accepts personal responsibility for how his/her actions and decisions impact and influence the lives of others, said person holds him-/herself accountable and accepts being accountable to others for the equity and inclusion (or lack thereof) in their spheres of influence.

Do you ever feel like there are rooms you’re locked out of? I’m a black woman, i lateraled to my group a few months ago with minimal onboarding and welcome. A white woman joined recently and everyone has bent over backwards to make her feel welcome and get her integrated into the group. People have invested less in me and it’s going to show in a few years when she’s up for partner and I’m still catching up.

Does anyone have insight on what a trading/portfolio manager role should make at a smaller RIA (less than $2B AUM). I am the first in my company to be in a trading position so am not sure what I should be expecting in terms of salary and overall comp. Thanks!

Anyone with experience using a VA that serves financial advisors specifically? We are considering outsourcing some of our administrative tasks.

What’s it cost to work with an attorney when leaving a firm?

Any thoughts on TD Ameritrade Institutional as a custodian? Used to NFS/Fidelity, TDA seems much more efficient and user friendly.

Anyone use SmartAsset for leads? Any success?

How do you advertise?

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

Do we need to do anything special to accept international investors?

Anyone charging for held away assets?
How are you positioning this? Do you charge the same amount as assets under management or is it lower?

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

ADV clarification - i am now part of a smaller RIA, no longer affiliated with a B/D. I am trying to fully understand ADV requirements. Are there 3 main parts? Part 1, Part 2A and Part 2B?

Average salary for a Senior Associate who’s in the process of getting their CFP?

Best way to generate leads today?

I am seeking Financial Advisors with established books who would like to explore independence. Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients. We are registered with either the Securities and Exchange Commission or state securities regulators. Independent advisors are trusted with over $5 trillion of their clients’ wealth. All queries will be held in strict confidence.

Has anyone used Smart Asset for lead generation?

Why did you go the RIA route instead of a BD/HYBRID route? Did you start as an RIA or somewhere else?

We are going to start providing social media posts our marketing team created, mostly non-branded and you are able to auto-schedule them. No cost to use, specifically for our RIA’s who don’t get...

Any advice for someone in the middle of a merger?

RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.

Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.