Looking to buy full/partial books or clients or to team up with an advisor looking to ride into the sunset. Offices in Dallas, TX and Baton Rouge, LA with clients all over the southeast. Let me know!

Today is my LWD at Cognizant but assets are not picket yet from my location.
I am receiving emails for pending ITasset clearance.
Can it be possible after my LWD?
Has anyone faced the same ?

Why is this bowl so quiet?

Hi Fishes,

One more scenario when dealing with counter offer with holding offer for X.

Two company A&B gave more or less package X+3 Lakh.

Can we still negotiate with company A Or B to get top up from X+3 to make a clear decision to choose over one other.

Is this recommended approach?
Or
how do tackle this situation?

Pour in your ideas which will help all.

Thanks,

Please help me to apply for a job at Google.

How do we get into Google Operations Center?

Why doesn’t Accenture give an inflation relief bonus like every other consulting firm?

How is Fujitsu consulting with respect to work life balance and hike for FJ09 band ? Can some one from Fujitsu address the query?

Anyone here who moved from India to work in consulting in the US - I'd love to hear what you wish you know when you started - I start this summer and would love to understand expectations.

Who is better for India? I think she will do wonders if she becomes a vice president. What do you think?

How is everyone? All going good? Open for dm if you want to discuss anything :)

I submitted application for work permit canada and my fitment letter mentioned 1 year so will i get work permit for 1 year only?

Anyone have any connects with Havas ?

Hi boys & girls!

Joined a big firm (Big4) not long a go and starting to feel like I got a good grip on my current work.

I've always been very technical, so I think that the only thing I am missing now is making sales. (I really wanna make partner)

Can any seasoned lawyer share tips and materials (i.e. books) which can help?

Would it be a good idea to join a Social Club where potential clients spend time? (gym/tennis/paddel/events)

Any advice welcome!

Can anyone help me to clear Atos UFT interview???

Going through a rough patch, mental-health wise. I have always been a high performer and dont back down from challenges. But this past month something feels off in my head and I have 0% motivation for anything at the moment. Brief run down: work-stress, meeting expectations, fear of failure, imposter-syndrome, negative self-image (probably from all the time I spend on IG… might need therapy. 🥲
I don’t know what went wrong, but I don’t think I’m the only one to have felt this. Sorry for the sads!

Anyone in Maine or New Hampshire?

Looking for practices in Oklahoma and Arkansas to possibly purchase.

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

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

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

Anyone looking for a junior partner in Kansas City area?

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

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!

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

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

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.

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?

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?

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

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!

Anyone in metro DC looking to transition out?

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 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.