Financial Advisor Software For Finance Advisors

financial advisor software platform

Succession Connection is the connecting marketplace for financial professionals. Succession Connection is for:  Established advisors looking for a succession plan or New advisors just entering the field. Either way, we have exciting news: our new – AFFORDABLE – connecting plan. We provide an easy, simple way for financial professionals to connect with each other. On other financial advisor linking sites, all connections are between paid subscribers only. (And subscribers pay fees of more than 4x that of Succession Connection’s.) On Succession Connection, you register – for FREE. Using your anonymous profile, direct message anyone on the site –  for free. If the person getting your message chooses to connect with you, there are 2 options:

If they’re a paid subscriber, the connection is FREE.

If they’re not a paid subscriber, you have the option of a 1-time connect fee of only $29.

Registered users can choose an annual subscription for only $199 per year. The yearly option offers unlimited messaging and 50 connections per month.

Succession Connection is for encouraging the next generation of financial advisors and helping grow the financial planning industry.

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