---
title: Communication
description: What you say to your clients and how you say it has an impact on your succession planning success. Emotions drive decisions, relationships, and trust.
image: https://advisors.emvisioncapital.com/hubfs/EmVision%20Microsite%20Images/microsite-featured-image.jpeg
---

# 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](https://advisors.emvisioncapital.com/hubfs/communication%202-1.png)

### Announce

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

[**Learn More**](https://advisors.emvisioncapital.com/announcement?hsLang=en)

![personelle 1-1](https://advisors.emvisioncapital.com/hubfs/personelle%201-1.png)

### Transition

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

[**Learn More**](https://advisors.emvisioncapital.com/transition?hsLang=en)

![clients 1-1](https://advisors.emvisioncapital.com/hubfs/clients%201-1.png)

### Completion

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

[**Learn More**](https://advisors.emvisioncapital.com/completion?hsLang=en)

## 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](https://advisors.emvisioncapital.com/hubfs/EmVision%20Microsite%20Exercise%20and%20Tools%20Resources/EmVision_Announcement%20conversation%20guide_0722.pdf?hsLang=en)
2. [Transition Conversation Guide](https://advisors.emvisioncapital.com/hubfs/EmVision%20Microsite%20Exercise%20and%20Tools%20Resources/EmVision_Transition%20conversation%20guide_0722.pdf?hsLang=en)

[ Go To Communications Stage One ](https://advisors.emvisioncapital.com/announcement?hsLang=en)

![Financial Management Succession Planning Communication](https://advisors.emvisioncapital.com/hs-fs/hubfs/4.png?width=1080&height=1080&name=4.png "Financial Management Succession Planning Communication")

#### Want more info?

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

[ Let's Talk ](https://advisors.emvisioncapital.com/contact?hsLang=en)