Succession Link is the leading networking and communication platform connecting financial professionals who are interested in buying, selling or merging their businesses. We provide state-of-the-art tools leveraging resources, data, and knowledge to set the stage for desired business expansion and succession planning opportunities.

Succession Link

Co-Founder

Advisor

Partner | CMO

Regional Vice President

Business Development

Internal Wholesaler

Prime Brokerage

Customer Service Representative

Mailchimp Mandrill

Gmail

Google Apps

MailChimp SPF

DigitalOcean

Mixpanel

Practice Intel is a growth platform, grounded in extensive consumer research, to help financial advisors, RIAs, and B/Ds align their practices with what clients value most.  We help advisors and firms understand with certainty what their clients think about the advice experience.We help advisors and firms improve the advice experience to create higher quality and more valuable client relationships.And we help advisors and firms quantify and monetize the quality of their client relationships through their proprietary Relationship Quality Index - RQI - which is embedded in PI's Practice Valuation component, the higher the RQI the greater the valuation multiple.Visit www.pracintel.com to learn more!

Practice Intel

Chief Executive Officer

Founder and CEO

Business Advisor- Investor

Advisory Board Member

Advisory Board Consultant

CEO & Founding Partner

Regular Contributor

Head of Wealth Solutions, Global Business Intelligence

Executive Director, Practice Management

V.P. Learning and Development

Outlook

Microsoft Office 365

Amazon AWS

Mobile Friendly

Ubuntu

Nginx

Next-generation prospect development for wealth managers, powered by AI

WEALTHAWK

Google Tag Manager

Wimple is the largest Directory of Financial Professionals. We help people find answers to financial questions and connect with a Financial Professionals.

Wimple (Wealth made Simple)

Sendgrid

Intercom

Google Font API

Google Maps

Apache

Google Analytics

factorE is a wealthtech tool built for intelligent investing. Powered by machine learning, factorE uncovers the risks and exposures of multi-asset portfolios through visual simulations on a single, easy-to-use interface. factorE was designed to help advisors, portfolio managers and analysts better understand the factors impacting today's diverse portfolios.With factorE, users can:•	Show clients the risk factors in their portfolios through easy-to-understand graphic representations.•	Evaluate the exposures of alternative strategies in one simple interface.•	Design highly customized alternative allocations with confidence. •	Perform scenario analysis by stress testing a portfolio in various economic conditions. •	More effectively incorporate investments with short track records by simulating performance using their factor exposures. •	Compare and contrast entire portfolios, specific sleeves, or individual managers. Financial professionals can easily demonstrate why changes are made to a portfolio and how the changes may help clients in achieving their financial goals.

factorE

Professionalism. Trust. Competence.  Founded in 2002, Absolute Capital Management partners with financial representatives (RIAs and Independent Broker Dealers) to steward client assets based on each unique client's needs and circumstances. Our money management services deliver strategies that complement the financial professional's practice with active solutions for all market conditions. We can manage individual 401(k), 403(b) and 457s. No rollover.  No new account. And while the client is still working. Absolute Capital can manage individual participants' pre-rollover 401(k), 403(b), 401(a) and 457 accounts while they are still employed and before they have a break in service.  Absolute Capital also manages IRAs, non-qualified accounts and variable annuity accounts for investors nationwide. We bring value to our partnership with financial professionals. We collaborate to identify opportunities. We take care of all the paperwork. We know your business.We value being a great partner with financial professionals and their clients.  This spirit of partnership sets us apart in the industry and can provide financial professionals and their clients with integrated, collaborative solutions.Let's see how we can help.To learn more on how Absolute Capital Management can help your practice, book a call with our firm at abscap.com.

Absolute Capital Management, LLC

Salesforce

Mimecast

Google Cloud Hosting

Remote

Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses. The firm is a leader in developing meaningful partnerships with business owners who seek to help their clients reach their financial goals, and have been doing so for over three decades. First Allied's exclusive business development platform has been expertly constructed to provide entrepreneurial financial advisors with one of the most comprehensive platforms for growth in the industry. First Allied is part of Cetera Financial Group®, a leading network of independent retail broker-dealers.First Allied offers securities through First Allied Securities, Inc., a registered broker-dealer, member FINRA/SIPC. Advisory services are offered through First Allied Advisory Services, Inc., a registered investment adviser. For more information, please visit www.firstallied.com. First Allied Securities, Inc. - Member FINRA (www.finra.org) and SIPC (www.sipc.org)  All third-party posts are the responsibility of their respective authors.

First Allied Securities, Inc.

CloudFlare Hosting

Datadog

Dunham is a California-based investment firm that provides mutual funds and asset allocation for individuals and businesses.

Enrolled Agent (EA) Tax Specialist - Dunham Trust

Client Services Associate - Financial Services

Trust Investment Associate - Reno

Receptionist / Administrative Assistant

Dunham

Pardot

Active Campaign

Hubspot

At Goldman Sachs, we believe progress is everyone's business. That's why we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow.Founded in 1869, Goldman Sachs is a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices in all major financial centers around the world. More about our company can be found at www.goldmansachs.comFor insights on developments currently shaping markets, industries and the global economy, subscribe to BRIEFINGS, a weekly email from Goldman Sachs. Copy and paste this link into your browser to sign up: http://link.gs.com/Qxf3gs.com/social-media-disclosures

Global Banking & Markets,SFL Strat, Associate, London

Vice President - 7400925

Software Developer (Java/C++/Python) - Quantitative Engineering - One Delta Shares - GBM Public

Asset & Wealth Management, GS Ayco, Wealth Strategies Group, Analyst - Newport Beach, CA

Nicholas Gudz

Co-Founder at Succession Link

Nicholas Gudz's Professional Contact Details

Nicholas Gudz's Current Company Details

Succession Link

Nicholas Gudz's Work History and Education

Frequently Asked Questions about Nicholas Gudz

What company does Nicholas Gudz work for?

What is Nicholas Gudz's role at Succession Link?

What is Nicholas Gudz's email address?

What is Nicholas Gudz's business email address?

What is Nicholas Gudz's direct mobile number?

What is Nicholas Gudz's HQ phone number?

What industry does Nicholas Gudz work in?

Who are Nicholas Gudz's colleagues?

Colleagues at Succession Link

Prospect on LinkedIn

People Search

Company Search

Erik Straub

Michael Transon

Ready to try it out?