Advisor change is no longer just an occasional disruption. It is becoming a recurring reality, which makes it a growing client trust risk for firms. In this episode of Advising Humans, Yasmin and Kathleen explore why advisor transitions need to be treated as more than succession planning, especially as retirements, advisor movement, book transfers, internal succession, and M&A make change more common. They make the case that readiness is not just about who takes over the relationship, but whether the client experiences continuity, confidence, and trust through the transition. The conversation also shows why firms need to prepare for how advisor change feels on the client side, not just how it looks operationally.

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