Ultimate Networking Tool For Financial Advisors
Succession Connection provides a free service that connects financial advisors with other financial advisors through an online marketplace.
This marketplace was started by a financial advisor who recognized the lack of resources available for advisors who are planning to retire and sell their practices. This addressed a need for financial advisors looking to expand their practices through the acquisition of books of business.
We provide a free 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.
SIGN UP FOR FREE
Registering to Succession Connections advisor marketplace is free and takes a few 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 messages to up to 50 connections per month.
We are truly excited about this. We make contributions to the Succession Connection scholarship fund. Our fund will help select students who are studying financial planning at an accredited universities. We are dedicated to helping grow the financial planning profession.