Succession Link

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.

Last refreshed: July 17th, 2025 at 7:56 PM ⓘ

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Episodes

Get Connected - Season 2 Episode 3

In the third episode of Season 2 Get Connected, we dive right into the the Opportunities Spotlight/Feature Practice Listings. In this segment Phil Flakes shares details on of featured listings. Here are some brief details with link to the full profiles on Succession Link: -$10MM AUM | $150,000 GDC In Meridian, ID: https://successionlink.com/advisors/21295/ -$30MM AUM | $250,000 GDC In Century City, CA: https://successionlink.com/advisors/23627/ -$10MM AUM | $112,000 GDC In Lake Mary, FL: https:/...

Aug 01, 2017•21 min

Get Connected - Season 2 Episode 2

Welcome to Season 2 Episode 2 of "Get Connected", hosted by Succession Link. In this episode, Phil Flakes presents the most current Opportunity Spotlight / Feature Practice Listings. Here are some brief details with the links to the full profiles on Succession Link: -$40,000 AGR | $400,000 Premiums In Tucson, AZ https://successionlink.com/insurance/21919/ -$100,000 AGR | $1MM Premiums In Laguna Beach, CA https://successionlink.com/insurance/21624/ -$300,000 AGR | $1,500MM Premiums In Garland, TX...

Jul 25, 2017•9 min

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 A...

Jul 21, 2017•9 min

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: • $450,0...

May 29, 2017•26 min

Get Connected - Episode 3

Welcome to Season 1 Episode 3 of "Get Connected", hosted by Succession Link. In this episode, Phil Flakes sheds some light on the Insurance portion of the community and presents the most current Insurance Opportunity Spotlight/Feature Practice Listings. Here are some brief details with link to the full profiles on Succession Link: • $120,000 AGR | $20,000 Premiums In Oxnard, CA: https://successionlink.com/insurance/21177/ • $300,000 AGR | $1MM Premiums In Tampa, FL: https://successionlink.com/in...

May 23, 2017•24 min

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