Get Connected - Season 2 Episode 1

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/ ------------------------------------------------------------------------------------------------- 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 ------------------------------------------------------------------------------------------------- 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. For questions, comments, or feedback, please reach out to our Succession Link, Customer Service Team: [email protected] Don't forget to Subscribe!