advisor succession planning 6

https://advisorregistrationundersource.juniperbrief.com/posts/navigating-advisor-registration-under-ria-for-independent-advisors

Advisor succession planning is about ensuring your clients don't get stranded if you retire, become disabled, or move on. I've seen too many advisors build a practice without a real plan, leaving clients scrambling for help. A good plan involves gradually training a successor, introducing them to key clients, and documenting your processes so the handoff feels seamless. It's not just about selling the book; it's about protecting the trust people placed in you.