"Key-person dependency is a risk every advisory firm carries. The right tools create continuity — documented processes, systematic client management, shared client intelligence. It's the closest thing to redundancy for an advisor-dependent practice."
"What's the concentration risk — client relationships, investment decisions, relationship management? The answer tells us which parts of the practice need the most systematic backup."
"We have a succession and continuity planning module specifically for practices with key-person concentration risk. It documents client relationships, investment rationale, and next-steps so the practice survives a transition."
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