Most advisors have heard the classic succession advice: Start early.Hire a junior.Train them for 5, 10, even 15 years.Hand them the practice when you’re ready.

When it comes to succession planning, many advisors fall into a trap: they try to find someone who is just like them. Someone who thinks

For many advisors, succession feels binary. Sell and walk away.Or stay and keep all the risks. That false choice is why so many delay action.

When people talk about why advisors delay succession planning, they usually point to money. Valuations. Markets. Taxes. Timing. But in our experience, those aren’t the

Most advisors hear the same statistic over and over:“Only a small percentage of advisors have a succession plan.” It’s usually presented as a warning, something