What are your thoughts on sustainable investing? Is it a priority for your portfolio?

Which credit card do you think is the best for ME consultants?

Any REIT ETFs that people like?

Looking for some therapy, frankly. Somehow I've tied my self worth to my salary over the years. About to take a pay cut and having trouble accepting it, though I know extra time and overall balance will be worth it. Help!

Best resources/books on getting personal finance in order?

Coworker got fired because they stole my clients! We have a policy stating that the realtor who initiated the contact should be the one closing the deal to give them a fair chance. I feel bad but they should have read the policy...

Does anyone have any book recommendations for information on buying a house?

Thoughts on the new Chase Freedom Flex?

Is it worth saving money with 401K or get better rates in FD’s / Post Office etc in India ? FYI 50% match is provided by company for first 5% only

Does anyone else think we should start investing in more light rail systems to cover some of the distribution problems we're having? I think it might be a good idea. Anyone have any thoughts about this?

Hey there! really need a change in pace from being in higher levels of care, and am wanting to go part-time with my company and private practice, but I want to buy a house in the next year and am worried about finances. Can anyone speak to the hardships or successes or a counseling of practice and/or buying a home shortly after starting one? I feel trapped in my current job because I’m worried the timing isn’t right.

Angel investors : What returns do you expect when investing? Also what’s your range of investment?

Really hoping to avoid judgment on this post. Has anyone had to sign up for government or state assistance after becoming unemployed? Was the process difficult? I have a young son who's at home with me all day right now and I'm looking for a job that I can work from home, but in the meantime we need to eat and I need to pay my rent. Thanks for any advice.

Quick poll time. How old are you and how much debt do you have? Credit cards, student loans, vehicle loans, mortgage loans, etc., etc.?

I'm 31
$8k in debt (All credit card. No mortgage currently, but looking to buy. Car and student loans are paid off.)

I have 10k extra to invest. How should I grow it? Any growth stocks to recommend?

I received new hire survey from Deloitte USI and completed
I have another mail called Dstart , can anyone tell me what i need to do there
I don't see anything to fill

Hey 🐟 fam. I’m starting a new gig next week that’s 90% WFH. I’d love some recommendations on a second monitor. Nothing crazy pricy, but something that’ll work well with my MacBook Pro. Thanks y’all.

I finally have an extra room to set up a home office. I’m looking at motorized standing desk, but there are so many options out there that it is overwhelming. What’s your recommendation for an L-shaped desk?

What are your tips on convincing a fellow employee not to switch agencies? I really don't want to compete with them

How do you all do data mapping? Any good resources or software/useful visualization tools you recommend?

Is Gilt a good place to buy a pre-owned vintage Rolex ($3-5K range)?

Looking to connect with someone who works in the Atlanta area (remote or in person) for questions regarding SIPR. Additionally, if there are individuals in this area that know of resources to use to find places that are hiring (consulting, tech, startup, etc.) in Atlanta specifically, please drop below. FYSA, I have just over 3 YOE (1 consulting, 2 government) and TS level clearance. Thanks!

Anyone looking for a shared apartment? 250 all utilities included and parking

Networking: I’m trying to build a network with MBB employees but I’m searching for roles in another country where I’ve got minimal school connections. Should I start by building a network in my home country and ask them if they can put me in touch with someone in my target location? Or just go straight to people in my intended location with cold requests/emails? Thoughts and views welcome!

I am currently studying for REG. Is it absolutely necessary to memorize every dollar amount and related phaseout amounts? Or should I try to focus on understanding the rules mostly? There are so many phase outs my head is spinning 😣😣.

Has anyone partnered with SOFA, society of financial awareness a non profit. Gets advisors in the door at companies for purely education.?

Paraplanners/associate advisors/financial planners… how much are you making? (Salary & TC). Long story short… I found out what our PT admin assistant is making today & I’m livid 😂🫣

How do PE exits look like for emerging market funds in Middle East (e.g Abraaj group type firms)

I am a 30yr old with a masters in finance and bachelor in Econ but I feel like I am not doing what I can to continue my education. I barely read but know I need to. Any page turning book recs that can get me start reading more?

Looking for a spot as a Capital Excellence Associate w McK

8 yrs experience in Upstream Chem plant design and construction.
Const Mgmt undergrad
MBA from non-T10 school

Any advice? Refferal? Questions?

Can I do a mother of bride dress appointment the same time after my bride fitting? It'll just be my mom coming to the appointment. Or should I do hers right after I finish my appointment?

How easy is it to move from an investment bank firm to a tech company?

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

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!

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

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.

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?

Anyone looking to sell a book in Central Mass?

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

Anyone in metro DC looking to transition out?

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.

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

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

Looking for practices in Oklahoma and Arkansas to possibly purchase.

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

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

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

Anyone looking for a junior partner in Kansas City area?

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.

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

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

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.