Calling all financial advisors! Succession Link is excited to announce their webinar and education series for 2019. The purpose of the series is to educate and inform Succession Link users of best practices and provide the necessary tools and resources throughout the acquisition process. Having successfully acquired a practice through Succession Link, they invited me to participate on this call as a subject matter expert.
This call is exclusively for financial professionals
Register for Succession Link’s first webinar of the series on 1/16 at 1pm PT, Growth Through Acquisition – Finding the Right Fit and hear from Derek Bruton, Chief Operating Officer of Chalice Wealth Partners, and Vance Barse, Wealth Strategist of Manning Wealth Management, as they discuss Culture, Technology, People, Clients, and how these components play a role in an acquisition. REGISTER NOW!