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?

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If you want to continue growing your book it’ll definitely be easier at a wirehouse, but otherwise if you go the indy route just go full RIA. Either join an RIA firm or form your own and hook up with an accounting firm. Make a revenue split agreement with them and they’ll give you an office and tons of referrals.

smart

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How much did you all pay for the 20 week ultrasound out of pocket? My 12 week ultrasound cost me $600 so I am guessing the 20 week one would be even more expensive. I have the high deductible plan from United healthcare.

Anyone in Kearney’s healthcare practice open to chatting?

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Hi, I was curious if anyone had any jobs or companies that had a position with a mix of consulting/healthcare/pharmaceutical. I currently work in clinical operations and research, and would love to jump or learn into a tech side company with pharmaceutical exposure. Not sure if these are out there but figured I’d see!

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Made a career pivot to another agency. During the interview we talked about how it may start as initially a "step backwards" (pay/benefits) but has potential for more long term growth. First day was yesterday. Had no communication about when or where to show up, sat in an empty office for about half an hour before a couple people finally showed. No phone call or email. Sent an email to the founder, no response. I could easily get my old job back if wanted.

What would you do in this situation?

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Hi Everyone! I'm looking to transition from healthcare consulting to pharma / biotech preferably in BD / corporate strategy roles, especially in LA area. Would appreciate if you can share your experience if you have made the amas transition (roles? Work type?). Looking to get a sense of what type of work exists out there.

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What provider does BDO use for its 401k plan? (Fidelity, Vanguard etc.)

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Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.

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I have been recently selected in Virtusa and in the compensation there are components like Internet reimbursement, LTA, food reimbursement.
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Hi, I am a mid level associate at AM200 with experience in regulatory, transactional healthcare matters and some litigation. Looking to transition to a place with opportunities in healthcare investigations/white collar/disputes. Any suggestions? Looking to stay in New York and close to market pay (don't mind being slightly below).

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Any advice on how to transition into healthcare IT without experience? I have a MS and MPH. Burned out on patient services roles. Hoping to make a transition before the year out. Actively seeking new opportunities.

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Hi Fishes,
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I just got a really great offer, only downside is the eligibility for maternity leave is after 12 months of employment. We got a faint positive today but have had so many chemical pregnancies over the past year that I am not confident it will stick this time BUT I am on aspirin and progesterone for this try … so it could.. I want to see if I could negotiate being eligible earlier but I also don’t want them to think I’m pregnant when I’m not actually… How would you approach the conversation?

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Need some advice. Currently 32 YO with $23.7k in student loans, $60k in retirement, and $54k in cash. Want to pay off loans by end of year, max out 401k, and save for a house. Does it make sense to use $10k from pension to pay down loans and the rest from cash? How much should I have in my 401k by this point?

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Hello - not sure if there are any local Boston UX/Product Designers interested in contract work with a boutique Digital Transformation agency but we are recruiting for 2 open roles contract to hire.

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They are seeking local candidates only who can come in 3 days per week to work with their existing team of 10.

Happy to tell you more.

Do Optum offers some relocation benefits. Like inital days staying at some guest house/hotels.?
If yes then to whom we have to reach out?

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I know this is small dollars, but my firm only pays $25 per months for my cell phone. We all work remotely, so using cell a lot. Is it silly for me to push for full reimbursement? Is that pretty standard?

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Which one of the two has more long term monetory benefits/growth? Working as a product manager or working as a software developer. I need an honest opinion.

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Is it realistic to go solo in the healthcare law space? Or do boutique firms have a hold on the market?

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Hey fishes,
Need urgent information.
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Post Photo
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Need sincere advise on this
I recently resigned from Infosys (still on probation) - while discussing with my manager and lead both of them told me that - they cannot give me hike as the current in hand offer - however chances of on-site is possible… but I need to complete at least 1 year in Infosys.. Current offer in hand is from a Captive & they have fixed ctc - what to do?

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Any one aware of "Intuitive Technology Partners"
Company? Is that really a genuine one? Any one working there?
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Can someone help me here

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Would someone please refer me for a project manager role?

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Anyone got a direction to WFO atleast 1-2 days starting Jan? Gurgaon office.

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UBS or Morgan Stanley ??please help fishes I have joining next week..
Both at client side

Hey fishes
Need your help

I am from non tech background and planning to shift my career. Currently I have 2 options for a career change.
1. Data science.
2. Cloud computing and devops.

I have zero coding experience..
Request please help me choose the best for my career .

Thank you.

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Hi Fishes..
Can someone refer me in
Deloitte PwC Indirect taxation..
Year of experience - 4
Thanks in advance

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Looking for senior designers that knows shopper marketing. Please DM with books!

What is the potential contract rate or full time salary for a python full stack developer in Toronto ?

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What is advance monthly performance bonus in hcl ?
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In offer letter it is mentioned that it will be" restricted for first year of employment " what does it mean

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How did you make friends when you moved here?

Hello Fishes,
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Anyone else crave lazy days on the weekend but then feel super guilty for not being productive?

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Hi Fishes, I grabbed an offer at Accenture with 12 LPA fixed for Level 9. I'm not getting a retention offer from my current company at 13.5 lpa. How do I go about a counter offer with Accenture HR? Also tell me how to approach this situation smoothly.

If HR doesn't fulfill the counter offer, is it ok to accept 12 lpa fixed for Level 9 and when will I get a hike here and how much would it be approximately?


Accenture Please provide your insights. This is my first switch so I ne more exposure

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Hi Y’all - Moving to Dallas soon and looking to buy a house. Wanted to know if Mansfield is a good, safe area with good school districts? Also, how would the commute be to North Dallas? Thanks in advance.

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Curious, does anyone have perspective to share about CloudGaia? Good, bad, something else, etc?

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Iqvia HR has shared the offer letter over email which consists the salary breakup and a confidential document.
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How long the workday portal offer letter takes once I accepted the offer letter over email?

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Additional Posts in Succession Planning: Buy/Sell Practice

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

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

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

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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?

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.

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Looking for practices in Oklahoma and Arkansas to possibly purchase.

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

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

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Anyone looking for a junior partner in Kansas City area?

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

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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.

Anyone in Maine or New Hampshire?

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!

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

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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.

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!

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.

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

How do you determine the value of an agency. We do mostly protection products but also a few million in advisory. The BD side seams straight forward. It’s the insurance side that’s hard

Anyone looking to sell a book in Central Mass?

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