Advisors delay succession planning for reasons that go deeper than market timing or valuations. The real reason nobody is talking about is identity.

Published May 21, 2026 Brian S. Hoffman CRPC – CEPA Most advisors treat succession as a retirement strategy. It is not. And that single misconception is costing practices millions in lost value. There is a version of this story that ends well. An advisor spends 25 years building something real. A client base that trusts […]