Get Connected - Episode 4

Welcome to Season 1 Episode 4 of "Get Connected", hosted by Succession Link. In the final episode of Season 1, Phil Flakes provides featured practice listings for both the Advisory and Insurance side of the marketplace. Here are some brief details with link to the full profiles on Succession Link: Advisory: • $58MM AUM | $485,000 GDC In Lockport, NY: https://successionlink.com/advisors/18616/ • $180MM AUM | $1.6MM GDC In Boulder, CO: https://successionlink.com/advisors/19522/ Insurance: • $450,000 AGR | $2.5MM Premiums In Longwood, FL https://successionlink.com/insurance/21572/ • $300,000 AGR | $300,000 Premiums In Bronxville, NY https://successionlink.com/insurance/21565/ ---------------------------------------------------------------------------------------------------------------- This segment is followed by an informative introduction to Succession Link by Customer Service manager Jack Foote. Jack compares the differences between the Subscription Levels as well and takes you through How to Get Signed Up for Succession Link. Sign-Up for Succession Link : www.successionlink.com/home Season 1 concludes with Evee Walker, providing insider tips on ‘how to draft the right message to generate a response from a seller’. Schedule a One-on-One Buyer’s Coaching Session: https://calendly.com/jackfootesl1 ---------------------------------------------------------------------------------------------------------------- Tune in to our weekly podcast to get the latest updates on practices within your area, engagement ideas, Q & A's, and excerpts from recent blog postings, Success Story, Deal Structures, and User Advice. Don't forget to Subscribe!