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advisor succession planning 2

https://station-wiki.win/index.php/How_to_become_an_advice-only_financial_planner_and_build_a_thriving_independent_practice

An advisor succession plan should start years before you retire. It's not just finding someone to take over your book; it's about training a successor who understands your clients' financial goals and personal quirks. A smooth transition keeps trust intact, protects your legacy, and makes sure your clients don't feel abandoned when you step away.