Connecting Financial Advisors Online

Succession Connection provides an affordable online solution for connecting financial advisors that are looking to buy or sell their practice or book of business.

Succession Connection is simple to use and is less expensive than alternative succession planning services.

Register Today

BASIC

FREELifetime
  • Contact 2 connections per month / Unlimited messaging to connections
  • View new opportunities after 6 days of them being listed
  • Marketplace Access: Basic Practice Data
  • Email notifications of opportunities (state)
  • Search other areas
  • Save 1 custom search filter

MONTHLY

$20Monthly
  • Contact 50 connections per month / Unlimited messaging to connections
  • View new opportunities after 1 day of them being listed
  • Marketplace Access: Basic Practice Data
  • Email notifications of opportunities (state and custom)
  • Dashboard view of saved areas you request
  • Save unlimited search filters

PREMIUM

$199Annually
  • 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

BUILDING THE FUTURE BY CONNECTING THE GENERATIONS

Create Your Free Advisor Profile