Financial Advisor Blog
Is Your Succession Plan Protecting Your Legacy — or Just Pushing Paper?
Succession is more than timelines and paperwork. It’s an intentional process of meaning, mentoring, and letting go. For many financial advisors and agency leaders, succession planning begins with the tangible: valuation formulas, contracts, buy–sell agreements. These are necessary guardrails. But if succession is reduced to a checklist of documents, the heart of your legacy is
Simon Reilly
September 10, 2025