I support 300+ Advisors as a consultant/resource providing 35+ industry years of experience in helping them plan their retirement and business continuity strategies.
We discuss client messaging, selecting a successor, Next Gen hiring/integration, practice mgmt preparation for sale of your business, valuation factors to consider when buying/selling a practice, roles/responsibilities pre-/post-transition and retention risk mitigation strategies.
I look forward to the conversations from this group

What is your firm doing to develop and retain Latino and African American leaders/partners? Or is it not seen as a priority to have ethnic diversity at this level?

Are you sticking around your current firm if you’re up for partnership and don’t make it this year?

Broadcom acquiring VMware in $61 billion.

Hey Fishes,

I’m looking for a referral at Infosys Consulting.
Any leads would be helpful.

Thank you.

I currently work as a 2L for a small firm that pays below the average rate for law student clerks. I’m grateful they even pay me what they do. However, I’d love sound advice for asking for a raise.

Anyone knows MBB manager salaries in Toronto?

Did you get an increment during covid year?

What should be an average decent pay range these days (post pandemic) in India, for a 12-15 years experienced tech person in a stable and reputed MNC not startup? Please share your valuable inputs to all mid level employees.

Does anyone work at a firm where legal assistants don't do legal assistant things? For example, I have to do my scheduling and calendaring. I have to upload documents to our file management system. This morning, a name partners assistant didn't realize the name partner had a depo and didn't confirm it. This is how this firm as been for decades and it's incredibly frustrating to work this way. It's so hard to not stress over this daily.

How do you respond to a super close friend who says they're not making masks mandatory at their June wedding (about 150 guests) because they want to have fun. To be fair, most people are vaccinated but not everyone os going to be vaccinated. I haven't been to any large gatherings in pver a year and even though im vaccinated, i don't think this is safe. Are people are generally careful? I dont think so... am i overthinking this?

Deloitte peeps.. Can someone give me the detailed run down on how to most cheaply access PrEP? Starting with which health plan option, etc. Thanks in advance!

Planning to freeze my eggs early 2021, how far in advance should I go off my birth control? (I’ve been on it for 9 years). Planning to stop permanently and hopefully conceive next year.

Kindly like my post, I need to get 11 likes to start activating chat feature, Thanks.!!

Anyone in Maine or New Hampshire?

Looking for practices in Oklahoma and Arkansas to possibly purchase.

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

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?

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

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

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

Selling structured book of autocalls

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

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.

Bucks County, PA. Depending on size of book can purchase immediately or being a longer term succession plan.

Anyone looking to sell a book in Central Mass?

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.

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

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.

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

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

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.