Videos

Evee Walker avatar Phil avatar
30 articles in this collection
Written by Evee Walker and Phil
Testimonials

What are Members Saying about Succession Link? (2018)

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

Success Story: $19MM in AUM Sold Through Succession Link

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

Success Story: $25MM in AUM Sold Through Succession Link

Phil avatar
Written by Phil
Updated over a week ago

Success Story: $28MM in AUM Sold Through Succession Link

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

Success Story: $20MM in AUM Sold Through Succession Link

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

Success Story: $5MM in AUM Sold Through Succession Link

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

Succession Link Podcast - Softwealth User Feedback Interview

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

Succession Link Podcast - Beacon Pointe Wealth Advisors

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

Success Story Financial Advisory Practice Sold: St. Louis, MO

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

Succession Link Seller Interview Intro

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

Successful Seller Podcast: $27M in AUM in Upstate NY

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

Success Story: $115M in AUM Acquisition - Ben Seelaus, COO - Granite Springs Asset Management

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

Mercer Advisor Acquires $140M in AUM on Succession Link

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

Success Story: $52MM in AUM | Chico, CA - Sold on Succession Link

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

Success Story: $61MM in Assets | Portland, OR - Sold on Succession Link

Evee Walker avatar
Written by Evee Walker
Updated over a week ago