Retiring advisors almost always think they want better processes and procedures, but then those changes can ruffle their feathers sometimes. When that happens, we just go back to the way it was. In most cases, there's no real hurry to make changes, and we want the former owner to feel comfortable in ‘their’ firm. We’re very careful about matching owner-advisors with their successors—we’ve never had a situation not work out."
 
Tom Karsten, president and chief investment officer, Karsten Advisor.