5 Steps to an Orderly Succession
Advisors' life work centers on helping others prepare for the future, so it's surprising how often they fail to make a detailed succession plan of their own. It is, of course, difficult to picture client relationships, nurtured and grown for decades, being placed in the hands of someone else.
Ragatz, Julie Anne, "5 Steps to an Orderly Succession" (2017). Faculty Publications. 731.