David Capo Email & Phone Number

Greater New York City Area

www.puzlink.comPUZLINK, LLC (PZ) is a business development firm that builds companies and serves as a referral resource for growth-oriented businesses. PZ builds businesses based on key human behaviors. If humans have been doing things in an essentially consistent fashion for thousands of years, it’s logical to assume we will continue to do so in the years ahead. Focusing on those key human behaviors—the behaviors that demonstrate our drives and reveal our motivations—offers a greater chance for long-term business success. Using this insight, PZ evaluates opportunities to collaborate with other entrepreneurs in the business development process. “Why not?” is the underlying question that propels PZ thinking. Companies under the PUZLINK umbrella include VeteransBanker.com, SoMuchSavings.com, SuccessionOnline.com, yWrite.com, HdzUp.com, AskNorris.com.

Greater New York City Area

www.successiononline.comSUCCESSION, LLC is an innovative problem solver within the complex world of financial services and capital accumulation. The company provides financial professionals and the client public with a resource-filled environment of wealth management solutions, expense reduction resources and philanthropic outreach services. The founding company was established in 1949 and was transitioned in 2005 to focus on succession planning for financial advisors. Due to the aging demographic of the industry’s distribution network, Succession, LLC created a toolbox of succession planning, prospecting and lead generation resources for both the senior and junior financial service professional.