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

Related Posts

What are you doing for a retirement plan as an independent consultant? Solo 401K, SEP IRA, etc.? Any recommendations on where to open an account?

like

How much are you contributing to your 401k?

Anyone have a recommended tax person in Chicago?

like

Anybody in here trade options? I trade Iron Condors and have been having success with that but would love to hear what other people have been doing

like

Does anyone have experience managing an out of state property yourself? Are there any tips/services you use?

like

Folks who trade more than a couple of times a day, do you have to have your crypto in the exchange during the non-trading times ? I am debating if it’s safe to keep in the exchange or is there a better way perhaps moving from cold storage to exchange every time ? I know the transaction fee is a killer . Thoughts ?

like

Need advice. Have some credit card debt that I’ve been working to pay off. Have made progress but want to lower it quickly. We have dual income, with a house (~$300k in equity), 1 kid and 1 on the way. I’ve looked into debt consolidation via HELOC but also have ~$80k in vested equity in my company that I haven’t touched. Get equity refreshes every year. Would it be smarter to cash out $15k-$20k of that to pay debt vs. a HELOC at ~5% given that will still require mthly payments

like

Looking to purchase my first home…yes at 47 years old…single family for me and my 4 daughters. Need a good mortgage with a low interest and a good program for teachers. In Northern California

like

Is the firm 401k matching pre-tax? I’ve been contributing to the Roth 401k, was wondering if the firm contribution portion is also Roth or not.

like

In chamath we trust. This guy prints money. The wave will end eventually but damn it has been good.

like

160k TC, 125k salary in Seattle. How much should I spend on food/rent - can you give a conservative range?

I would like to maximize savings but not live with roommates/in a <400 sqft apartment

like

Is buying a second hand car a good idea?

like

Hey beautiful people,
I’m 27Y and work in tech. Unfortunately my carpal tunnel is getting worst slowly. I’m worry that I still have like 45 years more to be retired and can’t stop working because I have a f* mortgage to pay 😭 I have a super ergonomic workstation, but I know my hand needs a long rest, and I can’t do it… Does anyone relate? What do you recommend?

like

Anyone think the federal reserve will end up buying bitcoin to create some stability with the dollar?

like

Is flipping houses worthwhile? I like decorating and renovating, so I'm thinking that maybe I could go into this and try my luck.

like

Guys, what platform do you use to trade US stock?

like

Is this an aggressive position? Would you use final regulations effective for tax year beggining Dec 16, 2020 to support a deduction for calendar tax year 2020? Proposed regulations didn't include this exception. More details below.

Any suggestions for books to read about any guide for buying house in Canada or on real estate in Canada ?

Thanks

like

What am I supposed to do with a firms mandatory pension notice? $6B... okay, seems good 🤷🏻‍♀️

Or am I supposed to actually pay attention to something specific in the notice?

likehelpful

More Posts

I’m shooting for the moon and applying to jobs I am mentally ready for and can qualify for but my resume is very short sweet and to the point because I’ve worked at the same place for 6 year and climbed the ladder & wanting something new. How do I explain that to my future employer?

like

Does vois provide transportation to eon, Pune?
What is the radius? Will help in choosing relocation locality.
Thanks in advance.

like

Looking for a recruiters perspective, anyone open to viewing my portfolio?

like

Are any shops starting to reduce headcount?

Which engineering is the best and why? I am an electrical engineer and I am sure that my engineering is the best career because it is the most difficult to study and at the same time we are the ones in charge of moving the world.

like
like

Hi Sharks,

I need an urgent reply.

I have Joining with CTS today at 10:30 AM and some documents required for Virtual Onboarding.

They need EA form and they said it is part of offer letter.

So I need to print entire offer letter and sign and send back to them please reply?

like

Anyone take the job for the travel benefits and then had no travel projects.... can't figure out if I should be annoyed or if it's a blessing in disguise

like

Hi, we just launched Diversity and inclusion committee at our work place and one of our many initiatives is to share some reminders /notifications about safety and inclusion in common employee platforms/portals e.g There’s no place or time when discrimination is acceptable. Please feel free to report to HR if you com across any discriminatory behavior. Anyone has any more similar ideas what other topics we can add?

like

What’s your least favorite thing about your job?

like

Can someone explain what is the diff bw Assurance and Consulting?

like
like

When you successfully get away by using another client’s deliverable at your new client.

Post Photo
likefunny

Hi guys, yoe: 18; tech: Java j2ee cloud tech leadership..looking for Director level roles in Hyderabad in product companies. Cctc:55Lpa; What's ideal ctc to look for?

like

Hi fishes, anyone here who can refer me for mechanical engineering roles? I'm aero engine design engineer with 10 years experience working at Bangalore right now. Any referral is really nice appreciated. Thanks

likeuplifting

How’s the career for AML/KYC/EDD role in Toronto?

like
like

Hi fishes,
I got 13 LPA offer from IBM.
Will IBM revise my offer if i bring 15 LPA offer in coming days?
Considering the time of recession are they revising the offer these days?

like

Any performace testers in nagarro.. plz dm

like

Need 11 likes to unlock DM

Thanks 🙏

like

Additional Posts in Succession Planning: Buy/Sell Practice

Selling structured book of autocalls

like

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.

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

like

Looking to buy a book in Colorado if anyone knows of anyone

Looking for practices in Oklahoma and Arkansas to possibly purchase.

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

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

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 practice in Kansas City.
PM me for details.

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

likehelpful

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

like
like

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.

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

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

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

funnylike

Bucks County, PA. Depending on size of book can purchase immediately or being a longer term succession plan.

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

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

like

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?

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