Helping Finance Professionals Find Financial Advisory Practices For Sale

Why Choose Us?

…because we make connecting with other financial advisors easier than ever.

Are you thinking about retirement in the next couple of years and looking for your successor? Are you new to the financial services business looking to partner with a seasoned finance professional? Are you looking to move from a bank channel or wire house to owning your own financial planning practice?

Succession Connection can help you reach your business goals. We connect the world of financial advisors to each other.

According to Cerulli Associates, 29% of financial advice professionals are between the ages of 55 and 64, with another 12% being older than 65. The CFP board of Standards Inc. says that there are more CFP’s over the age of 70 than under the age of 30. This needs to change-we need younger advisors entering the business.

Succession Connection is designed by financial advisors for financial advisors. We provide an affordable solution for connecting advisors with other advisors.

Profile Features and Benefits

  • Access to opportunities within our connecting marketplace

  • Anonymous profile so you can disclose as much or as little information as you want

  • Direct message other members to inquire about their practice

  • Your profile and personal information is not released until you accept invitation to do so

Get Exclusive Daily Updates With New Business Opportunities

Whether you are a seasoned financial advisor working on your succession plan or new to the world of advisors and looking for a business endeavor, Succession Connection is your bridge.

BUY • SELL • MERGE • PARTNER • JOIN

If you are looking for an easy and simple way to connect with other financial professionals, give Succession Connection a try.

Sign Up For Free

Join today and stay up-to-date in the world of advisor succession planning, network with those in the business and connect!

Register Today

Pricing

Our basic plan is free – you can connect with up two prospects per month. We also offer Premier Monthly or Annual plans for a low cost with unlimited messaging to connections.

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