Welcome to Season 2 Episode 1 of "Get Connected", hosted by Succession Link.
In the first episode of Season 2, Phil Flakes provides most current Opportunity Spotlight / Feature Practice Listings for Financial Advisory practices.
Here are some brief details with the links to the full profiles on Succession Link:
Advisory:
-$116MM AUM | $1.1MM GDC In Raleigh, NC:
https://successionlink.com/advisors/21457/
-$14MM AUM | $101,000 GDC In Norwood, MA:
https://successionlink.com/advisors/21461/
-$16MM AUM | $400,000 GDC In Littleon, CO:
https://successionlink.com/advisors/21489/
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This Segment is followed by an excerpt from Head of Operations, Evee Walker, addressing the differences between the lite and premier subscription plans.
Sign-Up for Succession Link: http://www.successionlink.com/home
Compare Subscription: http://www.successionlink.com/pricing
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