What happens to your clients if something happens to you tomorrow?

In this episode of Get Your House in Order, host Elke Rubach sits down with leadership advisor Marissa Teeter to unpack one of the most avoided conversations in financial services: succession. While many seasoned advisors have built decades-long relationships and thriving books of business, far too few have a clear plan for what happens next—and the risks of waiting are bigger than most realize. Together, they explore the emotional, strategic, and leadership challenges behind transitioning a practice—and why the most responsible advisors start planning long before retirement is even on the horizon.

In this conversation, you'll learn:

• Why succession planning is as much emotional as it is financial
• The hidden risks advisors create when they delay transition planning
• How thoughtful succession can protect clients, teams, and legacy

Whether you're an advisor early in your career or approaching retirement, this episode reframes succession not as an ending—but as a leadership responsibility. Because the real value of what you built isn't measured in revenue. It's measured in how responsibly it transitions.

🎧 Tune in and start the conversation. Connect with the Guest – Marissa Teeter: https://www.marissateeter.com/ 👤 Host: Elke Rubach rubachwealth.com | LinkedIn: Elke Rubach