Phil Flakes interviews a financial advisor who has a recent success story to share with the community about how he sold his practice using the Succession Link platform.
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Articles in this section
- Success Story: $65MM in AUM Acquired Through Succession Link
- Success Story: $52MM in AUM | Chico, CA - Sold on Succession Link
- Success Story: $61MM in Assets | Portland, OR - Sold on Succession Link
- Talcott Financial Merger of $80MM in Assets through Succession Link
- Mercer Advisor Acquires $140M in AUM on Succession Link
- Success Story: $115M in AUM Acquisition - Ben Seelaus, COO - Granite Springs Asset Management
- Successful Seller Podcast: $27M in AUM in Upstate NY
- Succession Link Seller Interview Intro
- Success Story Financial Advisory Practice Sold: St. Louis, MO
- Succession Link Podcast - Beacon Pointe Wealth Advisors