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 else have days where it seems like your meds just don’t work? What do you do to offset those? This week has been a struggle.

I have received pwc ac documentation email on 7th but still did not got any update...please advise .. Thank you

Where are you all traveling to for work?

Serendipitously meeting people on the road was one of the best parts traveling pre-Covid

Tentative plan is September with flexibility after. Haven’t disclosed how many days will be wfh/in office. Location is NYC

Looking for job change in DB2 LUW DBA profile.. do have 3.5 years relevant experience and total 8 years experience. Please let me know for any opportunity. I am taking care of L1 and L2 tickets

Behind every strong, talented Art Director is an ECD, a PM and three people from Account asking if the deck is done exporting.

To everyone that’s been laid off I just want y’all to know that I’m with you. That is why I’m doing the bare minimum until it’s my time to go.

Late stage analyst 1 at a mid-market heavy TMT focused M&A boutique in London. Keen to increase exit opps and realise it may be worth trying to lateral to a BB / name brand. Any opinions / advice on achievability? If low, what’s the best move here.

what kind of strategy roles have folks pivoted to brand side, and where do you find openings? the few “brand strategist” jobs i’ve seen are 1. few and far between and 2. require 10+ years of experience

Any pancake swap lovers? Have a feeling CZ Binance is behind this ....

Am I correct in my assumption that with the new accreditation laws, anyone can pursue a Series 65 unsponsored and earn accredited investor status?

For those who have done reverse engineering, what is the most intriguing object you've worked with?

Anyone who is an SDET? How much coding do you do?

I am an Indian CPA and pursuing my level 2 Cfa. I have worked with family office and Swf and have relocated to Vancouver. Any tips on where to begin my job search

What are the strengths of Bain in the Middle East? How's the company compared to other players in the region?

Hi All,
Anyone have more information on the role AM PPM. For HRST.requesting support if possible.Thanka in advance

Anyone use SmartAsset for leads? Any success?

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.

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

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...

Texas FA’s when is your office re-opening?

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?

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

Any advice for someone in the middle of a merger?

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?

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.

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?

Has anyone used Smart Asset for lead generation?

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

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.

Best way to generate leads today?

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

How many times do you follow-up with clients for an annual review? Do you email and call? I have emailed twice (no calls yet) but no response from the client. Keep trying or wait for them to reach out to you at this point?

How do you advertise?