WHERE YOU ARE IN THE PROGRAM

You have completed the Foundation phase. You know why you were avoiding this, you have a vision for what comes next, and your business is documented. Now the work becomes protective. Phase 2 is the most practically urgent part of the program. It addresses the scenarios that can occur before succession planning is complete, before a successor is identified, before any formal plan is in place. It asks what happens if something unexpected happens now, and it produces the documentation that answers that question. Month 4 covers incapacity scenarios, liquidity planning, and digital access. These are the three areas most consistently missing from advisor continuity plans, and they are the three areas that cause the most disruption when they are absent.

MOST CONTINUITY PLANS ONLY PLAN FOR DEATH. REAL RESILIENCE PLANS FOR EVERYTHING.

There are four distinct scenarios in which an advisor can become unavailable: sudden death, temporary incapacity, gradual cognitive or health decline, and voluntary sudden exit. Each has a different timeline, different triggers, and different requirements. A plan that only addresses one of them is not a continuity plan. It is a partial document. Beyond the scenarios themselves, two of the most consistently overlooked gaps in any continuity plan are liquidity and digital access. When an advisor is unavailable, money still needs to move and systems still need to operate. Without planning for both, even a well-intentioned continuity arrangement can collapse in the first 48 hours.

Curriculum

1 Chapter · 4 Lessons

  1. 1

    Incapacity, Liquidity & Digital Access

    1. (Included in full purchase)

      Incapacity, Liquidity & Digital Access

    2. (Included in full purchase)

      The Four Incapacity Scenarios

    3. (Included in full purchase)

      Digital Access Audit

    4. (Included in full purchase)

      Liquidity Planning

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