A thought-provoking and reflective hour that provides insights into the psychological barriers that often deter advisors from letting go of client management responsibilities and planning for a transition. This session aims to shed light on the underlying reasons why many advisors hesitate to consider their succession, despite its critical importance. We will explore a range of emotional and cognitive factors, including attachment to clients, fear of the unknown, and the challenge of identity transition.
 
This session is not only for advisors contemplating retirement but also for potential successors. It gives valuable insights into creating an empathetic and understanding approach towards the transition process. Participants will gain strategies to address these psychological barriers, both for themselves and in conversations with others. This session is designed to encourage more open and effective planning for succession, ensuring a smoother, more successful handover for both sellers and buyers.