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?

You are currently posting as works at Accenture

Today I am 28! Any advice you wish you had at my age?

5 reactions

Posting as :

works at Deloitte

▸ audit

You are currently posting as works at Deloitte

Writing a report for the first time and feel way in over my head. Team didn’t discuss what adjustments we want as a group before divvying up—new transfers what has been your experience?

Posting as :

an Associate

▸ Law

You are currently posting as works at Associate

Anyone have experience going back to school for either an LLM, MBA or something else while still maintaining their practice? Considering going for my MBA to open practice to more business consulting, but maintaining my full time practice. For context, I am an associate at a 5-7 attorney firm with a billable target in the 1300 vicinity.

2 reactions

Posting as :

a Manager

You are currently posting as works at Manager

Hey! About to move to Jacksonville and I'm not going to have time to really vet a lot of apartments before I get there. Is there a good area to live in or even buildings you can recommend?

4 reactions

Posting as :

works at Merck

▸ Other

You are currently posting as works at Merck

Bowl Leader

https://www.google.com/amp/s/m.economictimes.com/news/india/commerce-ministry-could-allow-100-pc-work-from-home-for-employees-of-sez-units/amp_articleshow/94183091.cms

Commerce Ministry could allow 100% WFH for SEZs

3 reactions

Posting as :

works at EY

You are currently posting as works at EY

Hello Fishes, Please help me in understanding the health insurance policy at Nagarro. Is spouse and parents by default enrolled in the default 3 lac amount? If not, what’s the premium amount I need to pay?

1 reactions

Posting as :

works at Infosys

You are currently posting as works at Infosys

How to get from 18 LPA to 50LPA, presently have architecture exposure along with DevOps and Operations for microservices with automation
I can guess few replies , still checking :D

1 reactions

Posting as :

a Senior Associate Consultant

▸ Operations

You are currently posting as works at Senior Associate Consultant

Hi everyone.

I joined Accenture as level 10 with 5 yr experience in September 2022.
Is there a chance for promotion next year?
If so how.

1 reactions

Posting as :

an UX Designer

▸ Design

You are currently posting as works at UX Designer

No one is active in this bowl. Idk why are they here. No body responds to anything ux related

2 reactions

Posting as :

an Associate

▸ Law

You are currently posting as works at Associate

How does one go about switching practice groups within the same firm? I was under the impression it’s better to lateral elsewhere but I do really like my firm, just not the work in this practice area. Want to switch from transactional to litigation.

3 reactions

Posting as :

works at Deloitte

You are currently posting as works at Deloitte

What are some of the best consulting firms for a software engineer? Is MBB still considered elite in this area too?

2 reactions

Posting as :

a Consultant

You are currently posting as works at Consultant

Bain & Company What are the best consulting firms and practice areas for Energy/Utilities advisory?

Additionally which companies and roles offer the best exit?

McKinsey & Company Boston Consulting Group Bain & Company Oliver Wyman EY-Parthenon Accenture Deloitte EY

5 reactions

Posting as :

works at Tata Consultancy

How difficult is a scrum master role and tech knowledge absence ..does it make.mich difference? JPMorgan Chase

You are currently posting as works at Tata Consultancy

2 reactions

Posting as :

works at West Monroe

You are currently posting as works at West Monroe

Looking for recommendations for a Patek. Casual wear. Men’s. Less than 35K

3 reactions

Posting as :

a Technology Specialist

You are currently posting as works at Technology Specialist

Anyone know what ASUG Talent Hub is using to source consultants?

1 reactions

Posting as :

works at Moskowitz

▸ Tax

You are currently posting as works at Moskowitz

Bowl Leader

😱 Why does he have a pizza box on his head?

3 reactions

Posting as :

works at PwC

▸ assurance

You are currently posting as works at PwC

Risk assurance senior and planning to leave for industry to do security compliance soon. Would want to come back to big 4 to do security consulting, how should I plan out my career route? Just a lost young soul who graduated from college 2 years back...

1 reactions

Posting as :

a Software Engineer

You are currently posting as works at Software Engineer

Enthusiast

The king 👑

7 reactions

Posting as :

works at Deloitte

You are currently posting as works at Deloitte

Anyone hear back with a no from GPS? Were you given concrete answers or something standard?

3 reactions

Posting as :

works at Strategy&

You are currently posting as works at Strategy&

Rising Star

After a year using my home office setup, especially the 27 inch monitor, how can I ever go back to the traveling life with tiny laptop screen? 😔

15 reactions

Additional Posts in Succession Planning: Buy/Sell Practice

Posting as :

an Investment Adviser

You are currently posting as works at Investment Adviser

Anyone in Maine or New Hampshire?

Posting as :

works at Ameriprise Financial

You are currently posting as works at Ameriprise Financial

Looking for practices in Oklahoma and Arkansas to possibly purchase.

Posting as :

works at Advanced Practice Advisors

You are currently posting as works at Advanced Practice Advisors

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!

5 reactions

Posting as :

works at Financial Services of America

You are currently posting as works at Financial Services of America

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?

Posting as :

works at Skybox Financial Group │Registered Investment Advisory

You are currently posting as works at Skybox Financial Group │Registered Investment Advisory

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

2 reactions

Posting as :

a Financial Advisor

You are currently posting as works at Financial Advisor

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

2 reactions

Posting as :

works at Edward Jones

▸ Financial Advisors

You are currently posting as works at Edward Jones

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

1 reactions

Posting as :

works at Waddell & Reed

▸ Financial Advisors

You are currently posting as works at Waddell & Reed

Anyone looking for a junior partner in Kansas City area?

2 reactions

Posting as :

works at Security Financial Management, Inc.

You are currently posting as works at Security Financial Management, Inc.

Www.joinsfm.com. We are a firm based in Central Florida. Also have branches in Ohio. If you are looking to join a good independent practice that has a guaranteed succession plan......check out our website. 34 years in business and rank in the top 5 largest financial planning firms in Central Florida. Check is out.

Posting as :

works at Wells Fargo Advisors

You are currently posting as works at Wells Fargo Advisors

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

2 reactions

Posting as :

works at Skybox Financial Group │Registered Investment Advisory

You are currently posting as works at Skybox Financial Group │Registered Investment Advisory

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?

Posting as :

works at Capstone Financial Partners

▸ Financial Advisor

You are currently posting as works at Capstone Financial Partners

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

Posting as :

a President | Wealth Advisor

You are currently posting as works at President | Wealth Advisor

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

5 reactions

Posting as :

works at Pathfinder Financial Services

You are currently posting as works at Pathfinder Financial Services

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.

Posting as :

works at Morgan Stanley

▸ Financial Advisors

You are currently posting as works at Morgan Stanley

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?

1 reactions

Posting as :

works at Ameriprise Financial

You are currently posting as works at Ameriprise Financial

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

2 reactions

Posting as :

an Investment Advisor Representative

You are currently posting as works at Investment Advisor Representative

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!

Posting as :

works at Morgan Stanley

You are currently posting as works at Morgan Stanley

Anyone in metro DC looking to transition out?

1 reactions

Posting as :

a Financial Advisor

You are currently posting as works at Financial Advisor

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.

2 reactions

Posting as :

a Financial Advisor