Summary: Of the 8,600 advisors who Cerulli tells us will retire every year through 2027, many have a younger advisor in the wings ready to take over their longtime clients. But waiting until the handoff is imminent can make for a tough conversation — and possibly even drive the client away, experts say. They recommend a number of strategies to make the transition as smooth as possible.
 Go through in detail your diligence in finding this young advisor, how they have been trained, how they are supervised and most importantly why you think they would be a great fit for this client."Michael Anderson.vice president,True North Advisors."
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