I am in process of buying a Lincoln book. About 500k in revenue. We used a third party to value it, Key Management Group. They produce great reports on the practice you're looking at acquiring

Hi All,

Moving out of IT consulting to Product Management side in the next couple of weeks.
The new company I will join is an e-commerce division of a leading food retail group.

Any suggestions about books/ videos that I can access to learn the basics of the retail side??

In 2023 I'm wanting to help make my management more effective. So, I'm looking for a book or a couple of books to gift my team this holiday season. I would like books that focus on communication and taking ownership. Any recommendations?

Hi friends! I’m looking for resources to help me be successful in a “Functional Lead” role.

The role is in FinTech
I’m responsible for strategy, comms and key partnerships for a bank product. It reports through Customer Experience but touches product, Ops. marketing. It’s basically a Project Manager role but more nuanced.

Anyone out there in a role like this? Any books. videos or even best practices to share?

Im moving from core Auto product management role to software development product management role.
Can you please share what should I read to brush up basics on SW PM?
Courses, books, blogs, anything is welcome!
Let's make this group a little active!

Hi everyone! I’m a young professional right out of college getting into investing and personal finance management. Trying to better understand and educate myself on personal finance and investment strategies. Can someone recommend some recourses (books, podcasts, experts to follow, etc.) where it’s clearly explained for beginners? Trying to make sense of 401Ks, Roth IRAs, emergency funds etc.
Like I’m looking for someone like Dave Ramsey but for investment and money management advice.

I have worked my way up in Insurance for 4 years but the 1st year being an intern/front desk/admin and was promoted twice and now an account associate helping my AMs/AEs manage our Producers' books of business. I was recently approached by a big brokerage for a Client Manager position. I have imposter syndrome and don't think I am qualified because I dont know insurance coverages/mastered what a business would need for a particular industry (continued in comments..)

Cisco

Pros:

- fairly decent place to work (from someone who worked with the Vancouver and San Jose offices). never met a blue badger (permanent employee) who had awful things to say.

- Ashley Goodall (their SVP, Methods & Intelligence) co-authored a brilliant book on leadership and people management called “Nine Lies About Work” that makes me believe they can be an awesome place to work

Cons:

- red badgers had low morale since they’re contract workers and can be terminated at any time

Anyone have favorite management books? New manager here 👋

Hello! I’m going to BSchool in August. Any recommendations on books / websites / videos to be more prepared for management consulting interviews?

What are some books that have absolutely helped you either working in the investment management space or even just personal investing?

Hi everyone, applied for an investment consulting internship few weeks back.
It's a client facing job, but it might come at a later stage of a job, maybe after finishing my internship and getting a job offer.
I'm interested to know what is the must develop skills, must take courses or must read books to get insight, develop the required knowledge and skills for the position. I majored in business management finance and currently preparing for CFA level 1. Thanks in advance ☺️

I have over 12 years in B2B sales/sales management experience along with a graduate degree. I am wanting to shift gears and I am at a point where I can invest time in myself to learn through practical experience. The new industry I am wanting to pursue is real estate investment. I have read all the books but want some hands on experience on the property management side. How could I best leverage my skills for a role in this, and what should my expectations be for negotiation in compensation?

Any book recommendations on advanced procurement/sourcing concepts?

Most popular books I find such as 'Procurement and Supply Manager's Desk Reference' are not detailed/deep enough.

I am in a client service account associate role right now helping AMs/AEs/Producers manage their books of business. A recruiter reached out to me with a Client Manager position. I have imposter syndrome because i have only been in insurance for 4 years. The first year being an intern/admin, so technically 3 years. (continued in comments...)

What are the best books/blogs/online resources to boost your organizational change management skills?

I feel stuck as a Strategy Manager and want to make a career pivot at 35. But have no idea what i should do? Any suggestions, resources or books that I should read to help with my existential mid thirties crisis? I have experience in technology consulting, corporate strategy, freelance consulting and law. Do I go back to being an Attorney, or do I retrain and become a financial advisor or something else?

What resources (online prep, books, case books, peers, mental math, etc) did you use when getting ready for case interviews? I’ve seen several online — Management Consulted, Hacking the Case Interview, MConsultingPrep, etc — and would appreciate any insights on what was helpful!

Are there any good movies or novels that show skill development - like follow through? Self-management? Money management? I read a lot of self help books so I know a lot of the theory, and books peppered with examples help, but I feel like most 1 paragraph examples don’t five justice to how hard it may be to change a behavior.

Any suggestions for anger management books?

Hi all, Does anyone have C_TAW12_750 Dumps. Please Help.

If a PWD is about to expire and you want to post at least one form of recruitment to save it, does the NOF count? Or does it have to be the SWA, Sunday ads, or one of the other 3 pieces? Regs aren’t super clear and my googling is iffy at best.

What's everyone thoughts about whats happening in Nigeria? It seemed there was more condemnation with Geroge Floyd from other african leaders.

Can anyone speak to PwC’s new Corporate Development as a Service (CDaaS) offering? Saw it on LinkedIn and wondered if it’s a good gig. Currently in M&A Strategy at KPMG.

About to put in my 2 weeks next Monday, what should I be aware of?

Office bathrooms should have signs that say employees must wash hands before leaving...

Currently staffed on a project near Reading, anyone up for dinner one of these days?

As an employee at pwc, can I sign “Form 3115s?” Is that allowed? Also, can I sign these forms for companies in California even though I’m a TX licensed CPA?

Does anyone have family members who constantly demand money because they feel like you’re rich now because you’re a lawyer? I’ve always wanted to be in a position to help my family but we all live in the high COL city so my salary doesn’t carry me as far as it would elsewhere. I’ve given a detailed summary of all of my expenses yet every month one family member in particular comes to me for rent money (not some, the full amount, and they refuse to get a job). It has become quite the burden.

Hi all,
Is lunch free in Societe Generale and should we pay for parking also??

Minneapolis golfers? Anyone? Anyone? I realize now is not the best time of year for us, but we can talk about it and do our best to daydream.

Happy to report: Did not fall into any honey trap at the holiday party.

Folks making more than £100K: How do you deal with the 60% effective tax rate on the 100-125K bracket? (HMRC gradually reduces your £12,750 personal tax-free allowance to £0.)

This is the first time it is happening to me. With one month to go until the end of the tax year, I'm thinking of making a one-off extra pension contribution next payroll.

Any other effective strategies with only one month to go?

I am CA FINAL student, i have done most of my internship into audit but post qualification i want to start my career into taxation( direct & international). Any suggestions or recommendation on whether any big 4 will take a fresher.

I am working hard on my theoretical knowledge before interview.

Also preparing for Enrolled Agent USA, IRS

Hello!
I am looking for instructional designer positions. I have more than 4 years experience in learning and development with experience in Articulate Storyline, Captivate, Camtasia and storyboarding.

If anyone has openings in their company could you please refer me?
Thank you :)

Hi Fishes.
I am an engineer plus MBA. Senior Associate 2. Have around 8 years of experience after MBA. What is salary range offered in pwc ac for this skillset for Dynamics 365 CE? I am expecting 1st hike now, so want to analysis if the hike keeps me in high range available in pwc ac.
Thanks in advance.

Did anyone come to know about your tier or hike or bonus? Please do share...
Soooo much waiting....

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.

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?

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

25 year indy Looking to buy a practice in the New Orleans, Slidell, Mandeville area. PM me to discuss. Thanks!

I'm adding a brand new FA, probably as a W-2 initially. Any suggestions on compensation?

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

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?

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

Any bank reps have experience buying their book from the bank?

Thinking about leaving the wire house channel in about 4 years time and I should be at $900k In production. I’ve been looking at Ameriprise recently since I like their approach to “supported independence”. Curious to get current Ameriprise franchise owners thoughts and experiences on the firm and affiliation model.

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.

looking for guidance on purchasing books of business. Succession Link has proved fruitless. Are their introducing brokers/consultants that can guide us? We are looking for any size book, in the Midwest.

Anyone in SE Louisiana looking to sell a book of business?

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.

Selling structured book of autocalls

Selling book of structured autocalls brokerage..all purschase when market was down with 6-12 month left to mature... 6467848487 cell....LPL preferred

Anyone looking for a junior partner in Kansas City area?

Any sellers out there? Where do we find the old dudes?!

Anyone in metro DC looking to transition out?