WHERE YOU ARE IN THE PROGRAM

This is the beginning. Not the beginning of a task list, but the beginning of an honest conversation about what you want, what you have been afraid of, and what has been keeping this off your agenda for longer than you intended. Month 1 of The Succession Shift does not start with templates or timelines. It starts with you. With the Why You At? Assessment, a 1:1 deep-dive session, and a structured process for identifying your avoidance patterns, you will leave this month knowing exactly what has been in the way and exactly where you want to go.

YOU ALREADY KNOW YOU NEED A PLAN. KNOWING HAS NOT BEEN THE ISSUE.

Every established advisor understands the importance of succession planning. The industry data is clear, the conversations are happening, and the intention has been there for years. And yet, for most advisors, nothing has moved. The reason is not logistics. It is not that the right template has not surfaced or that the timing has never been right. The reason is that succession planning, done honestly, requires looking at questions most advisors have never been asked: Who are you when the work is done? What do you actually want your life to look like? What are you afraid of losing? Until those questions are on the table, no plan will stick. Month 1 puts them on the table.

81%

of financial advisors have no formal succession plan in place. Source: IPC / Investment Executive / Wealth Professional, 2025

83%

of clients have concerns about what happens when their advisor retires or is no longer available. Source: IPC / Investment Executive / Wealth Professional, 2025

$400 - 500B

in Canadian advisor-managed assets currently have no documented transition plan in place.

Curriculum

1 Chapter · 4 Lessons

  1. 1

    Discovery & Mindset

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      The Avoidance Audit

    3. (Included in full purchase)

      Where You At?

    4. (Included in full purchase)

      Your Why Statement

Let's start creating the future you want!

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