Posting as :
works at
You are currently posting as works at

Related Posts

I am trying to justify house buying in HCOL city. The house cost is minimum 1.4m .monthly mortgage would be at least 7k(with just around 2k principal) rest goes to either int,tax. Not to mention regular house maintenance. How is it better than 3.5k rental. I understand appreciation and own house independence. But I am just trying to make numbers work.

like

Ugh, tv bill went up $30 cause promotion is up... called twice and both reps said they can’t offer new joiner promo. even said I was gonna cancel! They couldn’t match! They are getting tough

like

I just switched jobs from a boutique management/strategy firm, to B4 business consulting. I can already tell this was the wrong career move. What should I do?

like

What's your date of Jalsa??

like

I’ve been at my clerkship for 5 years (4 with a different judge) and one with my current judge, and I heard horrible things about him before starting, but I assumed they were exaggerated. Turns out they’re all true, and I’ve had to start therapy to deal with him and the incredibly toxic environment. I’m trying to get out ASAP b/c he also has a history of firing clerks without cause or notice, but I think I’ll only be able to give two weeks notice if i get the job I’m interviewing for. Thoughts?

like

Anyone working from Coforge Bangalore office?
Where do you stay nearby?
I have to move to Bangalore and report to office in oct month.Coforge

like

Hi All

Looking to purchase a 2019 Genesis G70 for 35k. Applied for Auto finance and got it approved from DCU at 4.5%.

I know the rates have increased recently but I think this is still high.

Any suggestions where I could get better rates with a good credit score and history?

like

Do you keep offering circulars/memoranda from a financial printer when you leave a firm? I have a few (some private, some public) and I’m not sure what to do with them.

like

2020 grad M&A/PE Associate in LCOL area thinking about moving to a ECVC/M&A boutique. I generally like the work I do and the people I work with, but I really don’t like the hours and the constant late nights and weekends. Currently on pace for 2250. Boutique I have been eyeing has billable hour requirement of 1500-1600 and comes with a 20-25% paycut. Is this a stupid idea and should I grind it out until I can move in house? Will this ruin my opportunities down the road?

like

Why are properties in NYC so damn expensive? At this point should I just move elsewhere?

like

I am a 3rd national living and working in Poland. I have around 1.8 years experience in investment banking including 2 internships. I applied for some roles at BNY Mellon london and other investment banks, that closely matches my current job description and skills.

I am willing to move to london.

But do you think they will consider me?? Your opinion matters? BNY Mellon | Pershing JPMorgan Chase Goldman Sachs

like

To those who have delivered. Are they still doing photography at the hospital after you deliver?

like

What's the weirdest thing anyone has ever said to you at work? One time a co-worker divulged to me that they had a collection of troll dolls that they named and sometimes still played with.

like

Is it expected/normal to get pregnant spouse Mother’s Day gift?

like

First year associate here—I got all “developing” on my engagement review from my manager. Is this good? Bad? The options are “needs improvement,” “developing,” and “proficient."

like

Has anyone went for offer letter revision in mindtree recently? I have offer of 12 lpa. Got the offer of 15 lpa from another company. How much I ask from them? What are the chances of getting it revised

like

Which companies are offering permanent wfh to a CA ?

like

Skinny Jason Mamoa 🤣🤣🤣

funnylike

Is Coforge giving anything on Diwali this time?Coforge

Any insights on Cloud consultant role in GCP PSO in terms of project pipeline, growth opps , wlb , etc.

like

Additional Posts in Succession Planning: Buy/Sell Practice

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 for practices in Oklahoma and Arkansas to possibly purchase.

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

likehelpful

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

funnylike
like

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

like

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

like

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

like

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?

like

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 in Colorado if anyone knows of anyone

Looking to buy from retiring advisor in Indianapolis.

Anyone looking for a junior partner in Kansas City area?

like

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

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.

like

Looking to aquiring additional assets and clients. Anywhere in Ohio, Greenville SC, gulf areas of Florida or Jacksonville FL Preference. Dually registration with NFS/ Fidelity custodian. Redtail CRM. MoneyGuide Pro and Riskalyze planning software.

14 years experience with 9 years solo. Would prefer to aquire to transition.

like

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

like

Established buyer backed by a solid firm seeking $1m+ in fee and commission generating revenue from sole practices and teams (based on T-12 production and AUM) to integrate into our system across the U.S. Upfront payouts followed by asset bonuses based on timely asset transfers. Serious inquiries from Principals only.

like

Anyone in SE Louisiana looking to sell a book of business?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal