The Complete Succession Plan
A Comprehensive Coaching Program to Optimize Your Multi-Million Dollar Opportunity
Expert Guidance for a Seamless Transition
Gain insights, expertise, and personalized coaching from:
- A leading succession planning coach who has worked with top advisors to optimize multi-million dollar succession plans.
- A former council-level producer who has successfully executed his own high-value succession plan after years of meticulous preparation.
A Tailored Approach to Your Succession Plan
This program is customized to your specific needs and goals, ensuring a smooth transition while maximizing the value of your life's work. Key areas of focus include:
- Succession planning best practices
- Structuring a seamless transition
- Mutual agreement guidance
- Comprehensive financial considerations
- Clarification of your firm’s succession framework
- Readiness coaching to prepare for the transition
- Work-life transition discussions
12-Month Coaching Outline
While this outline covers all essential elements of a complete succession plan, every transition is unique. Deliverables will be customized based on your circumstances, team dynamics, and timing.
Preliminary Step (For Advisors Without a Successor Identified)
If you haven’t yet selected a successor, we will guide you through:
- Defining your unique value proposition
- Understanding what motivates you and your potential partner(s)
- Conducting a business analysis of your practice and potential succession candidates
- Developing a clear roadmap for your succession plan opportunity and timeline
Ongoing Support Throughout the 12-24 Month Engagement
- One-on-one coaching for both retiring and inheriting advisors
- Business analytics and performance assessments
- Comprehensive review of your firm’s succession plan and notification strategy
- Virtual meetings with all advisors and support staff involved in the transition
- Personalized and team-based DISC behavioral assessments to optimize communication and role delineation
- Customized transition timeline for seamless execution
- Financial evaluation for revenue splits, expenses, and post-transition considerations
- Client relationship analysis to ensure optimal coverage and retention
- Best practices for key conversations and negotiations
- Regular check-ins and virtual meetings to assess progress, overcome obstacles, and refine strategies
- Marketing and communication strategy (verbal scripts, written announcements, and social media updates)
- Comprehensive assessments, evaluations, and ongoing support
Why Invest in Succession Coaching?
A well-executed succession plan requires thoughtful planning, strategic execution, and expert guidance. With multiple stakeholders and significant financial considerations, professional coaching ensures you:
✔ Maximize the value of your business
✔ Ensure a seamless transition for clients and team members
✔ Protect your legacy and future-proof your practice
Program Cost & Details
- $28,500 for a one-year program, covering up to six team members, including all tools and assessments
- $1,000 per additional team member beyond six
- $16,500 for a second year (optional)
- $6,500 per year for continued coaching beyond year two, if needed
Team Optimization Program
A Comprehensive Coaching Program for Established Teams Focused on Productivity & Efficiency
Maximizing Team Performance with Industry-Leading Coaching
The most comprehensive 1:1 team coaching engagement in the industry, this customized 6-month program is designed to ensure your team operates at its highest level.
Key Focus Areas:
- New Business Development & Client Acquisition – Strategies to grow and expand your client base.
- Team Systems & Processes – Optimizing workflows for efficiency and consistency.
- Team Leadership & Accountability – Strengthening leadership skills and fostering a culture of accountability.
- Compensation Strategies – Aligning incentives with performance to drive results.
- Operational Excellence for a Proactive Practice – Enhancing productivity and reducing inefficiencies.
- Motivating Team Members for Success – Building engagement and cohesion within the team.
- Client Experience Mastery – Delivering a world-class experience that improves retention and referrals.
- Pricing & Profitability Strategies – Structuring services for financial success.
- Role Delineation & Team Dynamics – Ensuring every team member is in the right role for peak performance.
Program Investment
- Pricing varies based on team size, starting at $13,500 for a team of 3.
This program is designed to elevate established teams, helping them reach new levels of productivity, efficiency, and long-term success.