Connecting Financial Advisors Online
Succession Connection provides a free online solution for connecting financial advisors that are looking to buy or sell their practice or book of business.
Succession Connection is an easy-to-use succession planning service.
- Contact 50 connections per month / Unlimited messaging to connections
- View new opportunities as soon as they are listed
- Marketplace Access: Basic Practice Data
- Email notifications of opportunities (state and custom)
- Dashboard view of saved areas you request
- Save unlimited search filters