Financial Advocates & Succession Resource Group Partner to Expand Acquisition/Succession Resources for Advisors
Financial Advocates and Succession Resource Group Partner to Expand Acquisition/Succession Resources for Advisors
SRG Announces Partnership with SCF Securities
SCF Securities and Succession Resource Group Team to Expand Acquisition/Succession Resources (PORTLAND, OR – January 29, 2014) – Succession Resource Group, Inc. (SRG), the proven leader of acquisition and succession solutions and consulting for advisors in the financial services industry, is pleased to announce a new strategic alliance with SCF Securities, Inc., one of the industry’s premier boutique broker-dealers based in Fresno, California.
Don McLaughlin Joins SRG Team
Succession Resource Group Expands Team and Focus to Insurance Industry (PORTLAND, OR – January 27, 2014) – Succession Resource Group, Inc. (SRG) the industry leader providing personalized acquisition and succession solutions to the financial services industry has added Don A. McLaughlin, CLU, CLF, ChFC, MSM to its team of experts. Prior to joining SRG, Don served as Director of Business Development with Principal Financial Group consulting on acquisition, succession, contingency and transition planning for their Career Distribution leaders, advisors and reps nationwide. His deep understanding of the insurance industry and his passion for helping perpetuate businesses has made him a sought after expert. This addition to the SRG team expands the firm’s ability to provide thought leadership on succession planning to the insurance industry – a topic on which the entire industry is now focusing.
United Planners & SRG Partner
United Planners Financial Services Announces LEAPS Program to Assist Advisors with Acquisition and Succession Needs Successor Search Solutions include Coaching, Business Valuation and Succession Blueprint
Experience Advisor Teaming Opportunity
PacWest Wealth Partners, based in the Portland metro area, is looking to add an experienced team member to join their fast growing independent financial services firm. The firm currently has three partners spanning multiple generations, as well as a robust support team and turnkey office setup with five locations around the state which has allowed the firm to grow quickly, both organically and through acquisition. The firm’s mission is to provide families peace of mind through collaborative financial advice.
SRG Official Launch Press Release
Succession Resource Group Launches to Provide Acquisition and Succession Solutions to Help Broker-Dealers and Custodians Support Their Advisors
