I am a fairly young advisor about 8 Years in business and fairly successful about 700k a year in revenue I am looking for anyone who is thinking about succession over the next 3 years to team up with in the State College PA market or within about 100 miles of that

Colleagues, I'm an experienced Relationship Banker looking to start a career as a FA. PLEASE, reply if you are part or you know any local RIAs hiring entry-level individuals in NY. Thanks!!!

Has anyone done online teaching with VipKid?
I’m considering it as a side job.
Any other ideas/suggestions would be great

Currently a senior commercial underwriter Working on finishing up my CPCU as I only have 2 exams left. Was curious to know
what kind of Salary impact this had for others who got the designation, if any?

Has anyone actually gone through with accepting an offer from the Siegfried Group? I hear from a recruiter representing them probably once a week. How is it?

If you’re working with a freelance recruiter/ headhunter but know of open positions outside the ones they’ve brought to you, is it best to reach out to the agencies yourself or through the recruiter?

The president of Nintendo America is named Bowser. Wat.

Hi All,

If i accept the offer of company Abc (MNC) to get a counter offer and after getting better offer then if declined company Abc offer, then any penalty needs to be pay for 2 month?

Could you please help me out here.

Any input on job offerings I’ve received. Morgan Stanley CRU risk officer pay is $70k with a less than 10% bonus. And KeyBank position is a private client advisor pay is $67k but bonus can range from $10k -$25k depending on performance and other compensation factors. Currently a Investment Consiltant at WFA making $62k with a $7k bonus. Both are in office positions in SLC, UT. TIA

I am a Finance Professional having 8+ years of Corporate Experience. I am working in an IT Mid. Size MNC and looking for a change because of no increment. Can anyone please help me with some leads.

Have final round interviews at BCG tomorrow. I'm at S& right now at the SA level. Father had a sudden health issue come up this week and it's got me off my game. I'll ultimately need to support him financially for at least a year while he recovers. Not complaining, but has me considering just dropping out of the interview process. Is that crazy? Is the opportunity with BCG really so far beyond what I have already with S&? Is dropping a better look than interviewing and doing terribly?

I've recently went to a restaurant and saw a robot waiter, I thought that was the coolest thing. What do you all feel about this shift in the restaurant industry?

Anyone doing NaNoWriMo this year?

Hi 🐠@Morganstanley

Is there any time limit to avail relocation amount . I joined recently but currently working from home . Not yet planned to return to the office . So I just wanted to know if there is any time limit before I should get it or I will get the amount whenever I relocate.

I have an upcoming interview for a principal project manager position with my company. How can I ensure I get a huge raise?

Hey, anyone attending AYDE programe in pune from indore location on 27 may. Kindly dm or reply me.

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!

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.

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

Purchased a book internally via sunset agreement doubledthe aum and asset base over 2 years, worked out great. Would like to do it again, located in Southern California. Could offer bonus plus sunset.

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.

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?

Interested in selling my book of business and exit the industry for personal and family reasons. Approx 16 ml in AUM and $100k GR. Located in Memphis, TN.

Anyone looking for a junior partner in Kansas City area?

Anyone looking to sell a book in Central Mass?

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 in metro DC looking to transition out?

How do you find firms/books of business to buy? All the posts on here are buyers looking for sellers. Where do you go to find someone looking to sell or retire?

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

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 to buy from retiring advisor in Indianapolis.

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

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

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.