Succession Link is the leading networking and communication platform connecting financial advisors who are interested in buying, selling or merging their practices. We provide state-of-the-art tools leveraging resources, data, and knowledge to set the stage for desired business expansion and succession planning opportunities.
As an independent, non-affiliated firm, the Succession Link community extends well beyond that of the typical broker/dealer, providing a banquet of options and allowing them to focus on the details most important to their decision-making criteria; e.g. geography, philosophy and style.
This event included 40 members of the Succession Link Community and 5 panelists that discussed how to build a workable acquisition strategy.
Special Thanks to our Panelists and Sponsors
JOHN TURNER - Live Oak Bank
KEN MATHIESON - Laid law
ANDERS JONES - Facet Wealth
JAMES VITALIE- James Alpha
JOE YASTRUB - Voya