Can You Trust AI With Your Succession Plan?

Key Highlights Include: -Why branding is more than a logo - it’s a buyer’s first impression. -What top-tier buyers look for beyond just AUM and revenue. -The biggest mistake sellers make when announcing a transition. -How to ensure smooth client retention post-sale. -Why advisors should start planning five years out (at least!). -When and how to communicate a deal to clients. -How to segment your book to protect long-term value. As Joe reminds us, “It only takes the littlest quirk for some clients to get the wrong idea” - which is why a human-first, client-aware approach will always outperform a robotic checklist. Learn more about Elite Advisor Successions and reach out to Joe to gain access to our advisor checklist at www.eliteadvisorsuccessions.com.