I am reaching out today with an exciting opportunity that we are exploring in the Tampa, Florida market. We are looking to expand our presence and are interested in acquiring a small financial firm in the area to enhance our service offerings strategically.

Our firm specializes in constructing and managing customized portfolios while providing comprehensive financial planning services in-house, utilizing advanced tools like MoneyGuide Pro Elute. Please DM for more info.

Any referer from Accenture?

What is an online MBA program you would recommend?

Any houston folks here?

After 4 years I want to leave law because of my adhd! I have been to 4 different firms and at each place I feel like I have been “found out”. At every place at least one attorney catches me about my attention to detail. I am so down on myself now. I can’t bring myself to care about small details that I know don’t actually matter. Sitting at a desk all day in word documents is the ultimate form of torture to me. My strengths are talking to people. I am super outgoing. Looking for a new career

Hey folks, this is my first post—so please go easy on me! I really want to understand the dynamics of rebates within the pharmaceutical industry better. Anyone feeling particularly knowledgeable and kind want to help?

If I want to apply R1, when should I request recommendations?

A space for new teachers at the elementary level to collaborate, share and ask questions.

Is it okay to not mention your sibling on Canada PR application if you are not on talking terms?

Has anyone done that?

I am wanting to start the adoption process. I reached out to pathways to parenthood for information first from my personal email. I got a response within 30 min asking me to email them back from my work email. I did so and it has now been 3 days with no response. Is there any other way of contacting them?

Hi Guys, where could we see our lwd in system? Couldn't find the same in one cognizant @cognizant

Hi fishes,
Wanted to know what is the probation period in cognizant and what is np in tht probation. Joined cogni in sep. Please help. @cognizant

one thing I do not do is pick up the phone before 9:30…after 7 years, you would think they’d learn.

Hi @AIRBUS fishes, Can someone throw some light on the the different grades/designations ? I see E4 , Technology Lead mentioned in my offer letter.

Can anyone tell me the procedures after submitting my employee form in portal. How the onboarding and next steps will be.

How do you prepare for the role of technical architect? What kind of preparation do we need on daily basis?

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!

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!

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

Anyone looking for a junior partner in Kansas City area?

Anyone here had success in purchasing a book? If so, would love to hear about transaction and how it went.

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

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

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?

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?

Looking for practices in Oklahoma and Arkansas to possibly purchase.

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

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

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.

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.

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.

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?