"Key-person risk is real for solo advisors — and the clients who lose access to their advisor during a health issue or transition experience severe trust damage. Building systems that survive you is the right long-term move."
"What's your current continuity plan — do you have documentation, a backup advisor, a succession arrangement? I want to know how exposed you currently are."
"We have a client continuity module — it documents the advisory relationship, investment rationale, and next steps so the practice can survive a transition or absence. That's the redundancy solo advisors need."
| Down pmt | Amount | Monthly |
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