I posted this in another bowl with no engagement:
I’m looking for input on some questions I should be asking as I’ve been approached to be the successor advisor on an RIA. Anyone here with experience?

How much % yearly hikes MasterCard give to its employees for average performance?

Advice or Book recommendations on how not to get bothered by others/ friends/ peers? What they think or what they do!
Been struggling lately

Is it worth to join Tavant Technology for bigdata and AWS cloud?

How much does PWC canada pay for MD role. What is a typical TC for 30+ year industry veteran?

My mother in law is dying of cancer but is also a toxic person. My husband has mixed feelings around letting her dump all of her emotions that should be handled with a therapist on him. Beyond this,

Best Chinese food in the Valley? My favorite place closed down during the pandemic. 😕

Hi..
What is the hierarchy structure - Senior Software Engineer, Senior Specialist, Consultant, Senior Consultant? Are they all in E2 band?

Hi all! I’m likely moving to Philly in the next six months for work. Im wondering if anyone who is not a native has any tips or things they wish they knew before moving to the city?

If you wold like some assistance with classroom management or even managing your ow children, check this out.

What is your preferred enterprise file storage solution? I’ve been comparing all the features but I’m curious what everyone likes best.

How does Strategy & Consulting differ from Business & Tech Integration? It appears to me, looking at the profiles of people in these different divisions, that most of the time at the Consultant-ish level, both divisions are just providing Business Analysts? What am I missing?

What resources did you use / are you using to prepare for the GMAT or GRE?

Hi All, is Ensono good for AS400 professionals?

I am a Management Information Systems grad student from University of Memphis, with a cumulative experience of 5 years ( 2years - Quality Data Analyst, 3years - Human Resource Co-Ordinator). I'm looking out for Summer Intern'22 in and around companies in Memphis and Nashville, specifically looking for recommendations for applied positions in FedEx. Any leads will be graciously appreciated.

Let's vote! Which startup type is most likely to have a dysfunctional or toxic work culture:

Helpful: Single founder bootstrapped startups
Smart: Single founder funded startups
Uplifting: Multiple founder bootstrapped startups
Funny: This poll is dumb.

Comment if you would have selected multiple founder funded startups!

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

Looking to acquire Practices in the greater Providence, RI area. Message me for a discussion. Deals are 95% cap gains and not ordinary income.

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.

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.

Looking for practices in Oklahoma and Arkansas to possibly purchase.

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!

Selling structured book of autocalls

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

Anyone in Maine or New Hampshire?

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

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

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?

Looking to aquiring additional assets and clients. Anywhere in Ohio, Greenville SC, gulf areas of Florida or Jacksonville FL Preference. Dually registration with NFS/ Fidelity custodian. Redtail CRM. MoneyGuide Pro and Riskalyze planning software.

14 years experience with 9 years solo. Would prefer to aquire to transition.

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

Looking to buy a book in Colorado if anyone knows of anyone

Does anyone know a basic rule of thumb to value and agency not just a book?

I’m looking to buy a practice in the Wilmington or Jacksonville area of North Carolina. In the business 17 years with clients in MA, NY and NC. Also interested in succession planning for any advisor in eastern NC looking to retire in the next 5 or 10 years

Looking to buy from retiring advisor in Indianapolis.

Anyone looking to sell a book in Central Mass?