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?

Hi Fishes , need one advice
Which one should I prefer
Zeta suite - 14 LPA all fixed
Capital float ( Axio finance ) - 17 LPA all fixed
Any advice on which one is better.Amazon IBM Microsoft

How do you all handle tantrums from your toddler during dinner? We finally made it out to have a socially distanced dinner with a female friend of my husband. My toddler started getting really fussy during dinner and my spouse continued his conversation -not wanting to leave. I took the baby on a brief walk but that wasn’t really helping. Spouse still did not want to cut dinner short (we were already on dessert) and he kept his conversation going. I sat down and baby is grabbing plates (cont)

Anyone have a Costco membership and use their 2 hr delivery option ? I don’t have a car so would rather do that and go to the store less frequently.

Can I use client names on my resume? Finding it difficult and redundant to describe clients without actually writing their names.

Hey everyone, I am a current digital transformation consultant from the UK. I’ve been looking to move or do some work in the states as a Business analyst. I have 2 & 1/2 years experience working at companies like Discovery channel, AXA investment firm and currently working at a consultant firm. Does anyone have advice on roles, and making the move ? Or mentorship ?

Hi Folks,does layoff happen yearly in VMware india office?

Salary for GM at AM/PM stores

How to break into PM or TPM role in Big Tech?

YOE: 4
YOPME: 1
BS: Petroleum Engineering
MBA: T15 School

Am an Engineer I currently with 2 YOE
after graduate from two different jobs.
Currently getting Master of Science in
Project Management and looking to
get the PM certificate after
graduation. Any advice/suggestions
on what kind of jobs will most likely fit
me? I wanted to get this Master mainly
for career advancement and hopefully
get into some sort of manager/
director roles eventually. Getting this
master also because I have no prior
related experience so this can be
good start for PM roles.

Studying for FAR for the second time. This was the first exam I failed after passing the other three. Any tips to stay motivated and stick to my timeline? The new structure is throwing me off

Why do people pass gas on airplanes? And not just once, but multiple times. #happymonday

Hi EY people…who is the 401k provider for you? Vanguard?

Favorite movie of the last decade....go!

Hey does anyone know of any great black-owned PR firms?

If anyone wants referral at Cognizant please reply with your details. Thanks

Anyone at my company interested in Marxism ?

Let’s hear from the sellers. Find the oldest person you know here and invite them!

Any RIAs in upstate NY looking to sell? We custody with Schwab and have been in business for 30 years.

Let's grow this puppy. Deals Deals Deals!

I have done 2 small acquisitions, paid them both off very quickly. I am now doing a larger one. What is recommended amount of time to pay off financing?

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

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

Looking to reach out to retiring advisors to see if they have succession plans in place. Is there a list out there that has advisor contact info?

18 year vet, looking to merge and buy from retiring advisor in south denver area

What does a typical succession plan look like when you work into a book of business? Say 5 or 6 years of working alongside each other prior to full transfer of business

We are looking to acquire an RIA business that is 100% fee-based. We clear/custody at Schwab, two-person team with 14 and 25 years of experience and we mostly use stocks, ETFs, occasionally a Mutual Fund for FI. We are looking in central California (Santa Barbara county) please message me back if you are interested or know of someone that is looking at retirement.

Looking to buy or be a successor/mentee for a practice in NC or SC. Licensed for over 15 years and believe in comprehensive planning. Interested in having conversations with all types of practices

That's because everyone here IS buying and nobody is selling.

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.

Thanks OP! I think the best way for us to start is to invite people we know what do you think?

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.

Buying someone else's book could be very problematic without the right guardrails in place.

Looking for a book in the Southeastern Ohio or Southwestern West Virginia area...happy to visit with anyone to discuss what they have available.
Thanks!

Looking to acquire book in Central & East coast Florida area

Welcome, all! Thanks for joining our amazing group for those advisors looking to cash in on their great book of business and those looking to take over their book.