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Succession Link Expands to Canada and Welcomes ...
www.pressrelease.com
10 Feb — That growth confirmed our suspicions that a platform of this nature is much needed within the financial advisor community”, says Phillip Flakes, ... › news › succession-link-ex...
Wimple Closes Seed Round from Strategic Investors - Global ...
globalfintechseries.com
20 Jan — Phillip Flakes, Co-Founder and CEO of Wimple, said, “At Wimple, it is our mission to connect people with financial services professionals ... › news › wimple-closes-s...
Advisors: What is Your Book of Business Worth? | WOPULAR
www.wopular.com
Succession Link, a website launched last month by Phillip Flakes and Nicholas Gudz, has developed a valuation formula for financial advisors ...
New Firm Founded to Help Financial Advisors Buy/Sell Businesses
www.finanznachrichten.de
SAN DIEGO, May 14, PRNewswire/ --Launched on May 1st, 2013, and founded by industry professionals Phillip Flakes and Nicholas Gudz, Succession Link...
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