Ultimate Networking Tool For Financial Advisors

Succession Connection provides an affordable solution that connects financial advisors with other financial advisors through our online marketplace.

Started by a financial advisor who recognized the lack of resources for advisors who are planning to retire and sell their financial advisory practices and for financial advisors looking to expand their practices through the acquisition of books of business.

We provide an affordable solution for financial advisors looking to buy, sell, or merge financial advisor firms.

Your source for developing succession plans, expanding your practice through the purchase of books of business and a resource for young advisors looking to enter the field.

Not only does Succession Connection serve as a networking tool for financial advisors, but also helps to bridge the generations of financial advisors by offering scholarships to students seeking to enter the financial advisory field.

Register Today

SIGN UP FOR FREE

Registering to Succession Connections advisor marketplace is free and takes minutes to complete.

SEARCH MARKETPLACE FOR OPPORTUNITIES

Our connection marketplace gives you the ability to search by;

  • opportunity type
  • assets under management
  • geographic location
  • and much more

When you find an opportunity that looks interesting, you can send a message to up to two connections per month.

Interested in becoming a power user? Subscribe to one of our Premium membership packages.

SCHOLARSHIP FUND

We are truly excited about this. For every dollar raised we will make a contribution to the Succession Connection scholarship fund. Our fund will help select students who are studying financial planning at an accredited universities. Helping to grow the Financial Planning Profession.

BUILDING THE FUTURE BY CONNECTING THE GENERATIONS

Create Your Free Advisor Profile