Advisor Succession Planning Lantern

Building a Smooth Path: Advisor Succession Planning for Independent Firms

For many financial advisors, the thought of stepping away from the practice they built is both a relief and a source of anxiety. The relief comes from envisioning a life with fewer late nights and client portfolio reviews. The anxiety stems from a single, pressing question: what happens to the business, the clients, and the team after you leave? This is where thoughtful advisor succession planning becomes essential. It is not a single document or a one-time conversation. It