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

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Absolutely! What state are you located in?

Would consider traveling on east coast /mid west if opportunity presents.

How long have you been in the business and what where are you at in your business?

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Looking to transition from an experineced(more than 7 years) automation and manual tester to a python full stack developer , looking for guidance about the path .... job market(including freelancing option) ,job position to target , potential struggles , courses or any other potential resources !
P.S. trying this change to as having a inclination towards development, and also see myself going for technical manager role in future !
Feel free to bust any myths , but plz avoid demotivate!

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Anyone considering a move to MBB

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** Very Important **

Tax declaration last date is on 15th May 2022.

I would like to know do I have to submit the investment documents now ? Or later in the month of March 2023 ?

Please let me know. Thanks.

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Senior revving up to manager promo. Only nervous about one thing at the manager level which is having to answer pointed “Why??” questions from higher up clients on live calls. Any one else work through something like this? I’d appreciate any tips or suggestions as I really suck at dealing with unexpected push back.

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Additional Posts in Succession Planning: Buy/Sell Practice

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

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.

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.

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

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Anyone looking to sell a book in Central Mass?

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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 purchase book in Western MA. Looking for approx $10mm in assets.

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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.

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Anyone in metro DC looking to transition out?

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25 year indy Looking to buy a practice in the New Orleans, Slidell, Mandeville area. PM me to discuss. Thanks!

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

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

Looking for practices in Oklahoma and Arkansas to possibly purchase.

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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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

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