Succession Link San Francisco Networking Event Recap

Succession Link is the leading networking and communication platform connecting financial advisors who are interested in buying, selling or merging their practices. We provide state-of-the-art tools leveraging resources, data, and knowledge to set the stage for desired business expansion and succession planning opportunities.

As an independent, non-affiliated firm, the Succession Link community extends well beyond that of the typical broker/dealer, providing a banquet of options and allowing them to focus on the details most important to their decision-making criteria; e.g. geography, philosophy and style.

This event included 40 members of the Succession Link Community and 5 panelists that discussed how to build a workable acquisition strategy.

Special Thanks to our Panelists and Sponsors,

JOHN TURNER - Live Oak Bank

KEN MATHIESON - Laid law

ANDERS JONES - Facet Wealth

James Vitalie - James Alpha

JOE YASTRUB - Voya