Secure Your Future with Succession Planning
Nearly 40% of advisors say they have no succession plan in place. Start on yours today.
Read our expert strategies for:
- Using flow theory to protect client relationships and business continuity
- Meeting the three key conditions that will ensure a smooth transition for your successor
- Performing a gap analysis for your practice to help you avoid common succession pitfalls
We’ve invested in a team of specialists available to help advisors build deeper client relationships and better practices.
More Succession Resources
Why a Clear
Vision Matters
Establish a clear picture of your future practice, ensure continuous client care, and identify the key steps to achieve your goals.
Craft Your Succession
Vision
Use this worksheet as a guide to succession planning - know your practice culture and define your vision and key successor traits.
All Tool Kits
Human Powered
At New York Life Investments, we believe in the power of people and are part of a company that has held this belief for over 175 years. While trends come and go, we’ve seen that when guidance, advice, and partnership converge— something truly special happens.
