WHERE YOU ARE IN THE PROGRAM

You have a clear profile of your ideal successor. You know whether the search is internal, external, or both. You know the gaps you are working with and the timeline implications of each pathway. Month 9 activates the search. It is the month where the work becomes outward-facing, where conversations begin, and where the successor relationship goes from an abstraction to a reality.

MOST ADVISORS RELY ON INFORMAL NETWORKS AND HOPE. MONTH 9 MAKES THE SEARCH INTENTIONAL.

Succession conversations that begin without structure produce one of two outcomes: they are too vague to lead anywhere, or they move too quickly and create expectations the advisor is not ready to meet. Either way, the relationship is harder to manage than it would have been with a clear framework from the start. Month 9 builds the structure that makes successor conversations productive without making them premature.

Curriculum

1 Chapter · 3 Lessons

  1. 1

    Outreach & Network Strategy

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Candidate Outreach Tracker

    3. (Included in full purchase)

      The Opening Conversation Framework

Start the conversation with prospective successors

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