Advisor Succession Planning

Sun Life Consulting - Advisor Succession Planning

You're always thinking about the future for your clients. But what about yours? It's never too early to think about succession planning. At any stage of your career, planning your transition helps: Preserve the legacy you’ve built. Protect you and your loved ones. Put clients at ease about the future. Yet... 50% of advisors don’t have a succession plan.* *Investment Executive 2024 Brokerage Report Card. Be ready with a plan of your own. Get started with the Advisor Succession Planning resource kit.

Even advisors need a plan of their own.

You work hard to help chart your clients’ futures — but what about yours? Discover new resources, like our Advisor Succession Planning webinar, to expand or transition your business with confidence.

It's never too early to think about succession planning.

50% of advisors don’t have a succession plan in place.1

Whether you’re winding down your career or looking to purchase a book of business, planning early can help you:

  • Increase the value of your business
  • Identify a successor who will carry on, and enhance, your legacy
  • Protect you and your loved ones
  • Leave clients with peace of mind about their futures

1Investment Executive 2024 Brokerage Report Card

Advisor Succession Planning resource kit

Webinar

Join Spotlight with Sun Life Consulting, for an exclusive webinar experience on Advisor Succession Planning.

On December 3, we’ll empower both sellers and buyers to navigate transitions with purpose and confidence — preserving legacy, maximizing value, and ensuring clients remain at the heart of the journey. CE credit eligible.

Register now for English and French webinars

Worksheet

Successor Alignment Reflection

Reflect on your practice’s values, culture, and client experience to better identify a successor who will not only carry on your legacy — but enhance it.

Request your copy

Worksheet

Maximizing Value

Identify opportunities to build more transferable value in your practice.

Request your copy

Worksheet

Transition Readiness Assessment

See where your business stands today and evaluate what you should be focusing on.

Download it now

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