advisor succession planning
https://feeonlyfinancialplannersworks.clearminster.com/posts/why-a-fee-only-financial-planners-network-changes-how-advisors-serve-clients
Advisor succession planning is like mapping out a business's handoff long before the actual transition. Many advisors put it off, but the process involves identifying potential successors, gauging client relationships, and building a timeline that protects both the practice's legacy and clients' trust. It's about ensuring continuity without leaving anyone in a lurch.