Preparing next-gen planners for succession starts with this phrase

Summary: When succession planning is on the horizon, how does the owner of a planning firm transfer the mantle of trust to their future successor? Financial advice, after all, is very personal. We know our clients' goals, financial successes and mistakes, family joys and upheavals — and sometimes even the dark skeletons in their closets. The relationship takes time to build and years of showing up when the client needs help.