WHERE YOU ARE IN THE PROGRAM

In Month 1, you surfaced the avoidance patterns and fears that have kept this plan from getting started. You identified your WHY. You know what has been in the way. Month 2 takes that clarity and turns it toward the future. Before you can build a plan for leaving, you need to know where you are going. Not in logistical terms, but in human ones. What does your life look like when the work changes shape? Who are you when you are not the advisor? These are not philosophical questions. They are the practical foundation of every decision this program asks you to make. Succession planning that does not start with identity produces plans that do not get activated.

MOST ADVISORS CANNOT PICTURE LIFE AFTER ACTIVE ADVISING. SO THEY KEEP WORKING.

Identity is the most underestimated barrier in succession planning. Research in advisor behaviour consistently shows that the single biggest predictor of whether an advisor will complete a succession plan is whether they can articulate a positive vision for what comes next. When the future is blank, the plan stays blank. When the future is vivid and compelling, the plan becomes a vehicle to get there. Month 2 creates that vision, using a structured process designed specifically for advisors who have built their identity around their work and have never been given the space to build a different one.

Curriculum

1 Chapter · 3 Lessons

  1. 1

    Identity & Purpose

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Life After Active Advising

    3. (Included in full purchase)

      Vision Statement for Your Next Chapter

What do you want your future to look like?

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