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

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

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?

Related Posts

I have a super day for JPM investment banking internship in Texas. I am from a non-target school. Any advice on ways to make myself stand out more than other applicants ?

like

Are there any internships for recent graduates? If so can someone point me in the right direction? I just graduated with a bachelors in business administration with a concentration in social media marketing.

like

Hi Fishes,

Can anyone able to refer me Siemens,.

I have 5years of experience as a PLC, DCS, Simatic Batch automation engineer. @

Post Photo
like

Which country is good for dating as in where can I get good girls to date outside India? If given an opportunity, which country you would like to move to?

like

Considering obtaining a CFE certification. Can anyone share their experience vs experience obtaining CPA? I’m already a CPA. I just want a comparison of study time requirement and difficulty of exam.

like

Got my "Countdown to Accenture", but no confirmed start date yet. Am I missing something here? Accenture

Thanks for your help!

like
like

What are all the learning platform available for Indian employees like udemy ?

What benefits do indian employees get in terms of parental insurance cover, gym etc for India location?

like

Many of my health & fitness colleagues are finding themselves out of work. The next big question is, will they ever go back to a gym or health club. While I hope the answer is yes, we must live in the here and now and create new opportunities for the industry. There is a need and demand for well-trained professionals to work online with patients at all stages of treatment, recovery. How will you effectively train your clients these days?

likehelpful

What does everyone here use to create coaching content for social media?

like

I'm looking for an executive coach in the Portland OR area. Looking for coaching on executive presence and public speaking. Anyone fit the bill?

like

Anyone know of any great articles or advice for building a multi-sided platform at the beginning of that platform’s life? I’m building a video platform for education (user-generated chunks, kind of like YouTube or TikTok but specific to education vertical) and I’m thinking about early strategy for content acquisition, would love to hear what other entrepreneurs have done. Both strategic and tactical resources appreciated!
#startup #marketplace #UGC #education #learning #strategy

like
like

To the Antiracist Educators, when we have trolls who do not understand what being an Antiracist means, would you like me to allow them to post even though they are clearly posting here with no positive intent?

I could block them. They can easily go post somewhere else.

What do you think we should do?

I’ll leave this question up for one week.

likehelpful

I have a lead on a great paying Sr Business Affairs role. Can do fully remote. DM for details.

like

Is wfh available in coforge? The office in GNIDA is very very far. Is it safe to travel by own car? If by cab are these small cars or typical suvs with 6-7 drops?

like

Any reviews on Article furniture? And any one who works there help with an employee discount? Article

like

Any copywriters (in branding/otherwise) currently report to a strategist instead of a CD? Trying to have an open mind about them approving copy without judgement but it’s like pulling teeth for me.

like

What's common % for Property management fees? I've seen anywhere from 6.5%-10%

like

What will be my in-hand salary monthlyIBM Tata Consultancy Cognizant Accenture Deloitte HCL Technologies

Post Photo
like

Additional Posts in Succession Planning: Buy/Sell Practice

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

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

funnyhelpful

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

like

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!

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!

like

Anyone in metro DC looking to transition out?

like

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.

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

I’m looking to buy a practice in the Wilmington or Jacksonville area of North Carolina. In the business 17 years with clients in MA, NY and NC. Also interested in succession planning for any advisor in eastern NC looking to retire in the next 5 or 10 years

like

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.

like

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

funnylike

Looking to buy from retiring advisor in Indianapolis.

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 for practices in Oklahoma and Arkansas to possibly purchase.

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

likehelpful

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?

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?

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.

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