Communication

Client and Team communication

How to talk and write about your succession plan

What you say to your team and clients and how you say it could have an impact on your succession planning success. Emotions drive decisions, relationships, and trust. That’s why it’s important to use communications that connect with investors on an emotional level.

Three Stages Of Succession Plan Communication

Financial Management Succession Announcement

Announce

The announcement is made that the a new advisor is joining the acquiring firm.

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personelle 1-1

Transition

The retiring and acquiring advisors will be work together to transfer client trust.

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clients 1-1

Completion

The retiring advisor leaves and the acquiring advisor firm becomes the client contact.

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3C communication Principles

Follow the proven Method for your succession 

 Apply these 3C communication principles for EAch stage:

  • Principle 1: Client Put the client at the center of all communications.
  • Principle 2: Complimentary Describe the acquiring financial professional’s skill set as additive to the retiring financial professional’s practice. 
  • Principle 3: Continuity Minimize the change and disruption to your clients’ financial lives.

Exercises & Tools

Downloadable Resources

  1. Announcement and Conversation Guide
  2. Transition Conversation Guide
Financial Management Succession Planning Communication

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Learn how to announce, transition, and complete your succession plan.