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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.
 
Welcome to the Link for Success podcast, where we chat about linking and connecting through online marketing, linking to your audience, linking to technology and linking others to your brand. Link for Success is a philosophy of using your voice to make a lasting impact on a global scale. Don't just link for the sake of linking.... Link for Success! Stacy is an Award-Winning Digital Producer, Master Podcast Trainer, Speaker, Author & Podcast Host. Helping Organizations & Entrepreneurs strateg ...
 
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show series
 
On this last episode of season 2, I am joined by a very special guest who was part of my podcast launch for season 1 and her show had the most downloads. Since then, so many things have happened, changed, shifted for so many. Whether it be in their business life or personal, we have all had to pivot in the past few months. I wanted to have this con…
 
It was my pleasure to chat with Julie Cole about collaboration and switching gears. Julie is the co-founder of Mabel's Labels and busy mama of six. She has helped her company bring their product to a worldwide market, gain media recognition and win countless entrepreneur awards. Julie is a regular television contributor, an influential and syndicat…
 
Do you find yourself asking everyone you can think of when you want to make a business decision? You ask people in groups, friends and colleges along with other experts and you find out that everyone has a different opinion and you are more confused than when you started? What if there was a better way? In this episode, I chat with Jennifer Lyall, …
 
As we become more visible online, are we are subjected to more and more criticism? What if we could turn that into the fuel that drives us forward? These questions and more are discussed with Dana Pharant, Badass Business Performance Coach & Speaker. I have faced this and share my experience with what I call an "anti-fan". Have you faced this? How …
 
I sat down with Dave Howlett to talk about how you are positioning your products and services during this time of crisis. We discussed the difference between interpretation vs intention and how his "gears" are used during this time. You can find Dave on Social Media and at www.realhumanbeing.org and check out his Ted talk on The Gear: https://www.r…
 
Are you a name dropper? Remember when people used to do that in person? I ran into this person, I had coffee with that person. It showed they were in the "in crowd". Well, we have moved this concept to social media, especially LinkedIn. Tagging influencers for the sake of tagging them to showcase they are connected to them. Have you seen this happe…
 
Sounds simple enough. Have the same voice across all platforms for brand consistency. Easy, right? Well, I'm calling myself out on this episode as I was not doing this. If someone meets you in person, do you sound the same as your social voice or radio voice? Authenticity is a huge part of gaining trust. So.. here's what happened to me when I was a…
 
I heard the other day that Social Media has changed the way we communicate. I disagree with that as Social Media enables us to reach people that we wouldn't otherwise be able to. It's only technology. The most basic ways in which we communicate are the same ways my son with Autism was taught when he was non-verbal. What do you think? Has Social Med…
 
Tammy and I had a great conversation around building relationship on Social Media. We discussed the differences between Facebook and LinkedIn and how planning, being yourself and focusing on value are strategies that can be used across all social channels. It is not a Facebook vs LinkedIn debate as both are highly valuable platforms. Check out Tamm…
 
You’ve probably used hashtags on Twitter and/or Instagram because it’s "what you do there". But you might be caught in two minds about using them on LinkedIn. Are they even allowed on the ‘professional’ network? Well, the short answer is, “Yes, they are!” And if you want to reach a wider audience with your content, then it makes sense to start usin…
 
Anita empowers entrepreneurs to share their stories on social media so they can grow a business that facilitates living their best life. She is also the co-founder of Social Media Day Halifax. Anita and Stacy talk about building relationships over selling on Social Media, linking with forethought and going past just connecting on LinkedIn. Anita’s …
 
It's Spring, which means LinkedIn has made some changes. They made some major desktop changes last spring and this spring is not different, except the changes are minor. Have you seen the new look for the top card of your profile? Do you have reactions, LinkedIn Live or LinkedIn Events. These are all features that are coming to your profile and if …
 
A Strong Vision and a Road Map you can follow is crucial to your growth. Do you have a vision? When was the last time you looked at it? Did you know you have permission to... ack... change it! As you grow and evolve, so does your business and so does your vision! Carolyn is all about thinking bigger and bigger! She sees what you don't see and hears…
 
Trust builds loyalty. Loyalty builds brand advocacy. The conversation today is around how to build trust and whether you need to have someone "like" you in order to refer or do business. I would like to take "sales" and "liking" off the table. LinkedIn is about building professional relationships and extending your hand to say hello to kick off the…
 
Founder of H.U.B Inc tells us how Connections matter. H.U.B Inc helps connect you to the people, ideas and influences that will accelerate your business. Today’s businesswoman deserves a new model, one more in sync with the rapidly evolving changes impacting her personal and professional life. The right connections truly help you Link for Success. …
 
This episode is filled with action packed value. We talk about everything from branding, business strategy, online business, staying on track, funnels to what it takes to be successful in business today. Fay (@faychapple) believes that building relationships with the "people who live in her computer" is key to growing a business. Learn her strategi…
 
What does it mean to Link for Success? Listen to find out why it is not about linking to success, but if you link for success, your network will grow with the right people and fill your pipeline of potential customers. Her formula of profile first and having a connection strategy is key to your growth on LinkedIn. The main purpose of Social Media i…
 
PRACTICE FOR SALE:$31MM AUM | $300,000 GDC in Palatine, ILView this Listing: https://successionlink.com/advisors/20170/Overview: Due to restrictions, this advisor is only able to make a transaction with an Ameriprise affiliated advisor. This seller would like to sell the business anywhere in 2018 and would be available for 1 month to help with tran…
 
PRACTICE FOR SALE:$36MM AUM | $325,000 GDC in Leonardtown, MDView this Listing: https://successionlink.com/advisors/24421/Overview: Advisor seeks to transition out of the industry in 4-5 years. Advisor would like to either merge with an advisor with the same broker dealer to formulate a transition plan or entertain an offer for a buyout. Advisor wo…
 
PRACTICE FOR SALE:$30MM AUM | $175,000 GDC in Waukesha, WIView this Listing: https://successionlink.com/advisors/23644/Overview: Advisor seeks to merge with a larger firm before completely selling book of business and exiting. Advisor seeks to find a larger firm to merge with immediately.The ideal candidate is a larger established insurance agency …
 
PRACTICE FOR SALE:$4MM AUM | $35,000 GDC in Boca Raton, FLView this Listing: https://successionlink.com/advisors/24435/Overview: Advisor seeks to merge with another firm for 6 months to one year before advisor completely sells book of business and retires. Advisor seeks to identify a successor in the next 6 months to 1 year.The ideal candidate has …
 
PRACTICE FOR SALE:$30MM AUM | $250,000 GDC in Century City, CAView this Listing: https://successionlink.com/advisors/23627/Overview: Advisor seeks to affiliate with another firm to gain tech support and access to client opportunities. Advisor can bring business and asset management to the affiliate firm. Advisor seeks to affiliate right away.The id…
 
PRACTICE FOR SALE:$10MM AUM | $150,000 GDC in Meridian, IDView this Listing: https://successionlink.com/advisors/21295/Overview: Advisor seeks one of three options: 1) sell book of business immediately, 2) transition thru merger, succession, or continuity in a three year time period, or 3) network with an independent life insurance and/or property/…
 
PRACTICE FOR SALE:$20MM AUM | $85,000 GDC in Butte, MTView this Listing: https://successionlink.com/advisors/23603/Overview: Looking to sell within 1 year.The ideal candidate has more than two years experience with a series 6, series 7, and/or series 66 license with the ability to process REITs and 1031s and is willing to establish a full time pres…
 
PRACTICE FOR SALE:$13MM AUM | $100,000 GDC in Erie, PAView this Listing: https://successionlink.com/advisors/21938/Overview: Advisor seeks to transition his business to a new owner. Advisor seeks this merger to occur in the next 1-3 years with the advisor staying on for one year to ensure a smooth transition before advisor completely sells business…
 
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