Building a Succession Plan Clients Never Notice
Show Notes
Grace Holloway transitioned ownership of her advisory firm over six years without a single client departure. She explains the sequencing that made the handoff invisible to clients.
Key Takeaways
- 1Client-facing succession should be gradual and visible, not sudden and announced.
- 2Equity transition and relationship transition need separate timelines.
- 3The next generation of leadership needs authority before it needs the title.
About Grace Holloway
Grace Holloway is founder & president at Summit Wealth Advisors, and joined Capital Founders Forum to discuss succession and investment management within financial services.
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