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 pull their 401k under Cares?

I applied for a job and received an offer from my client. 15k+ bump in salary, better benefits/remote work, and responsibilities will give me exposure to all areas of the organization (start up). The problem is that they’re looking to staff me as a Senior when I’m currently a Manager at DT. They said they’re flexible on title, but curious to hear how others have navigated similar situations. I would report directly to the controller and have 1-2 staff reporting to me...

So I used to work for a company where my job was good, was a director of business solutions for a fashion brand. Only issue was that the CFO micromanaged and ended up leaving. My background is digital transformation however I took an infrastructure position to rebuild a provincial healthcare system. I always lacked the hardware side and thought this was a good move but I feel like I’m losing my digital skills and don’t enjoy the work. I’m in it for 7 months now.

What are the healthcare options like in India? I'll be needing regular care and I'm not sure what the insurance providers are and if care works differently in general.

What are some of biggest security priorities in 2021 for healthcare organizations?

Can anyone share what are the usual components of a flexi benefits basket and to what max amount can you utilise them.
Eg. Communication fuel etc

Hello all, I am a healthcare professional, working in learning and development team, in a firm working for US healthcare Providers. I would like to get into Compliance roles. Is there any course/certifications that i can do, so i can work in healthcare compliance.
Your experience and advise will surely help me at this moment. 😊

Anyone here working at West Monroe’s Healthcare and Life Sciences practice? Would like to connect about culture and experience. Interested in applying, but not too familiar with the firm. Please and thank you!

Has anyone here worked with TRS Healthcare (travel agency)? Any recs for good agencies or tips for first time travelers?

Do big4 directors retire with the same benefits as partner or some other?

Anyone work at Guidehouse and know next year’s benefits? Have job offer but they won’t tell me if benefits will be the same for 2023.

Hi guys ,

In paris if you get a salary of 83 k + 1 BHK allowance and other benefits .is a good package to live and work comfortably. Please kindly suggest me.

Thanks alot.

BCG folks - any other benefits besides the major ones that I should be aware about (e.g. gym membership reimbursement, mobile reimbursement etc). I’m joining at the end of March. Thanks!

Anyone in Kearney’s healthcare practice open to chatting?

Guys, can you list down your experience in working with EY, which you are missing in your previous job. Or, something good at your previous job which is missing in EY. Please comment those. It can be anything like good project, managers, WFH, benefits, flexibilities, Hi, 

I want to cancel this 200Rs Netflix membership for this month. How to change this in my card settings, I am not able to find the settings in ICICI website to cancel this. 

What’s is like going from social strategy to brand strategy? Advice for making that career jump?

What’s a good amount of time to be at the senior planner level?

HR told that if offer accepted and then not join to TCS in this scenario you can.not join TCS again ??

Juniors... When will you figure out that some patience and team loyalty advances your career more quickly than chasing every shiny thing?

So. MBA from a top 20 program (if that matters), working in the southeastern US with 10 years experience in private practice and hospital administration. Salary thoughts?

What are the health insurance benefits provided at SAP India ? What is the base cover and how much can it be extended to ?

Upcoming interview with large tech company for biz ops go-to-market role. Any book recommendations to learn about go-to-market / sales op strategies for tech?

Whats the salary range for Senior SDET with skills of Python, javascript, jenkins, git, docker, aws

Hoping to get my PHR in the next year or so. Outside of employer reimbursement, are there other opportunities for this to get funded? I know SHRM Foundation offers scholarships for the CP, but I am looking for PHR specific help. Thank you! :)

Any suggestions for healthy self help books? Or healthy eating or understand why we get cravings? Looking for self help books alone those lines to help get my eating right

How useful is a CPA license in finding a non-accounting job? Eventually I want to go into more of a financial analyst role but tbh I’m curious about what most people leave auditing to go into. I’m open to anything.

Was having a chat with a recruiter who does a lot of work for me so out curiosity I am interested to hear what do consultants look for when they are moving into the industry.
- What are some of the key elements you look for vs deal breakers?
- What types of firms and industry are of interest?

When you’ve put in a lot of hard-work as a developer on a great project and received the best performance award but compensation has been same since Day 1…and have completed 2 years in the company. Furthermore no signs of compensation going up…Is it the best time to leave or stay? Additionally too many management changes have taken place that everything feels out of place.

What would you do if you didn’t need money? I have a fair amount coming one day and don’t actually need to work to live a good life (middle / upper-middle class). I work because of this vague notion of “ambition” and because everyone I grew up around is highly competitive and hard driving. I just feel unhappy so often and am wondering what this is all leading to. Scared I’m wasting my life being unhappy / in turmoil cause it’s what my culture wants me to do.

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 for guidance on purchasing books of business. Succession Link has proved fruitless. Are their introducing brokers/consultants that can guide us? We are looking for any size book, in the Midwest.

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!

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

Looking for practices in Oklahoma and Arkansas to possibly purchase.

Anyone in Maine or New Hampshire?

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.

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

Anyone in metro DC looking to transition out?

Anyone looking to sell a book in Central Mass?

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!

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?

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

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.

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

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

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.

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.

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 to buy from retiring advisor in Indianapolis.