Succession Link Launches "Lite" Membership Pricing, Combines Insurance Platform

Succession Link, (www.successionlink.com), the financial industry’s largest online community for financial professionals who are interested in buying, selling, or merging their businesses, announced today a new pricing structure and the ability for Financial Advisors and Insurance Agents to communicate through the platform.  Launched in 2013 by industry professionals Phillip Flakes and Nicholas Gudz, Succession Link currently has nearly 20,000 subscribers.

The new pricing structure will allow members access to the community at a much lower price point. The previous subscription price of $850 per year will remain in place as a premium option, however for $297 per year users can network and communicate with other members and enjoy features.
 

Succession Link currently has about 20,000 subscribers between Advisory and Insurance. This new rollout will combine our two communities into one.

Nicholas Gudz, Co-Founder

“Our decision to create a second price point was based on several factors, however user feedback and our analysis of interactions made it clear that it was the appropriate time to introduce this option. Users are now able to gain access at a much lower price point and easily upgrade if the additional tools and features of the premium subscription are desired”, says Phillip Flakes, Co-Founder.  “We stand by our commitment to create the tools and resources necessary to address the succession and continuity issue in the financial advice space. There are over 130,000 engagements on the platform and we are looking forward to additional enhancements in 2017.”

The new platform will allow premium users the ability to search for and communicate with other financial professionals, including Financial Advisors, RIA’s, Insurance Agents, and CPA and tax accountants.

Nicholas Gudz, Co-founder, added "Succession Link currently has about 20,000 subscribers between Advisory and Insurance. This new roll-out will combine our two communities into one. Our decision to merge the two was prompted on our long-term plans for the community. The new platform will offer tremendous networking opportunities unique to anything that exists in the financial services space today.”

Additionally, Succession Link has introduced an office finder feature for users to explore office space, whether listing or joining. As noted by Gudz, the feature has been extremely popular for NextGen advisors seeking a senior advisor to team up with, and retiring advisors whom are winding down and looking to find part time space to plug into. 

For more information on this release, please contact Earlvinia Walker at evee@successionlink.com. To learn more about Succession Link or for general inquiries, please contact our customer support team at info@successionlink.com

Source: Succession Link

About Succession Link

Succession Link is the leading networking and communication platform connecting financial advisors who are interested in buying, selling, merging and finding succession planning options for their practices.

Succession Link
2535 Kettner BLVD , #Suite 2C1
San Diego, CA
92101

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