The succession shift
The Succession Shift is a 12-month 1:1 coaching program for established financial advisors who are ready to build a succession plan they're proud of, without it feeling like they're giving up everything they've worked for.
A 12-month coaching program for established financial advisors
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It's not that you don't know how.
It's that nobody helped you with the part that actually matters.
81%
of advisors surveyed do not have a succession plan in place.
Investment Planning Counsel / Wealth Professional, July 2025
You know this statistic because somewhere in you, it applies to you. You give this advice for a living. And it still hasn't gotten done. That's not a character flaw. It's a process problem. Nobody taught you how to plan for the end of the thing that defines you. This program does.
who is this for
This program was built for you if...
You've been in practice 15+ years and succession is still on your "someday" list.
You advise business owners on exits and the irony is not lost on you.
You don't have a successor yet and you're using that as the reason not to start.
You've started a plan before and abandoned it.
You want your clients to have an answer if something happens to you.
You want to do this before you're forced to.
this is not for
Someone looking for a template to file and forget. Someone unwilling to do the identity work alongside the business work.
You have the skills to do this. You know you do. And yet it hasn't been done.
You're part of the 80% of advisors who feel hesitant about succession planning, and that hesitation makes complete sense. Starting your succession plan means sitting with the reality that your career will eventually end. For most advisors, this isn't just a job. It's a vocation. It's woven into who you are. And you're not ready to let go of that identity yet.
Meanwhile, 83% of your clients are worried about what happens to them when you eventually leave. They wonder, but they're too polite to ask. So instead, they quietly move to a younger advisor.
"The plan doesn't erase who you are. It gives you the structure to carry it forward on your own terms."
The real reason it hasn't been done
THE REAL REASON YOU HAVEN’T DONE YOUR
SUCCESS PLAN YET.
what makes this different
Why this program works when everything else hasn't
Starts with you, not the paperwork
01
Months 1–2 are dedicated entirely to identity and mindset through exploring your needs, wants, and realities, personally and professionally. Every other program skips this. This one doesn't.
Coached, not self-directed
02
Monthly 1:1 sessions with Lauren mean real accountability. Not good intentions. You'll have someone who knows how to get you unstuck and keep you moving.
Crisis-Ready Plan built in
03
Two full months on continuity planning that holds under pressure: incapacity, liquidity, digital access, partner conflict. Far beyond a basic "what if I die" document.
Ends with something real
04
Every phase ends with a concrete deliverable. By Month 12 you have a signed, living succession plan, not a folder of worksheets you never open again.
the program
Your 12 months, mapped out
Designed for advisors still running a full practice. One focused month at a time.
Months 1–3 · Foundation & Awareness
Month 1
Month 3
Months 4–5 · Continuity & Crisis Readiness
Discovery & Mindset
WYA Assessment + deep-dive session. Surface the fears and patterns keeping you stuck.
Month 2
Identity & Purpose
Who are you beyond your title? Written vision for what comes next. One that excites rather than frightens..
Business Baseline
Full practice audit. What lives in your head vs. what's documented. A complete picture of today.
Month 4
Crisis-Ready Plan Pt. 1
Incapacity scenarios, emergency protocols, digital access. A plan your family can actually execute.
Month 5
Crisis-Ready Plan Pt. 2
Liquidity planning, partner conflict frameworks, authority clarity. Coverage that holds under pressure.
Months 6–9 · Successor Strategy
Month 6
Successor Identification
Define what you need. Map internal and external options.
Month 7
Valuation & Financials
What your practice is worth and what a successful transfer looks like financially.
Month 8
Legal Structures
Buy-sell agreements, documentation checklist for your lawyer. Nothing gets missed.
Month 9
Agreement Building
Shortlist candidates, outline terms, move from informal alignment to documented framework.
Months 10–12 · Transition & Legacy
Month 10
Client Communication
Segment clients by relationship sensitivity. A personalized approach for every tier.
Month 11
Family Alignment
Prepare and execute the conversations with your spouse, partners, and key stakeholders.
Month 12
Plan Activation
Sign the plan. Begin successor introductions. Embed review into your annual business rhythm.
By Month 12, you are no longer the advisor who doesn't have one.
the investment
Everything inside the program
WYA Assessment & Debrief
Stop avoiding the questions you've been too afraid to ask. Get clarity on what you actually want your future to look like.
12 months of 1:1 coaching
Live, personal, high-touch. Not recorded. Not group. Yours.
Crisis-Ready Plan
Incapacity, liquidity, digital access, partner conflict. A plan your family can execute, not a folder to file.
The Succession Shift Document
The only succession plan built around you as a whole person, not just a business to be transferred.
Communication frameworks
For the conversations with your spouse, partners, and key clients you've been putting off.
The Shift Hour (bonus)
A focused 60-min 1:1 any time you need to get unstuck. Valued at $250.
Succession strategy consultant $5,000
Executive coach, 12 months $15,000
Communication frameworks $3,000
WYA Assessment + debrief $2,500
Business Succession Certificate $7,100
The Succession Shift Document $15,000
Total standalone value $47,600
Payment options available. You could spend $275 on a template and still have nothing done a year from now.
The Succession Shift
In their own words
What advisors say after doing the work
"...definitely being transformed in a positive way by this experience and while it is stressful on a daily basis, we are managing it well and I know we'll come out the other side better people for it. Having your assistance along the way has definitely eased our minds."
"It's really tough to express how much we appreciate your support and assistance during this heavy time in our lives. I'm grateful you can help us wade through the muck and see through the veil."
Who you're working with
Lauren A. Jeffery, RP, MA, cea, ctdp
educator | advisor advocate | doctoral candidate
Lauren has spent her career helping financial professionals bridge the gap between what they know and what they actually do. The Succession Shift was built because she kept seeing the same pattern: advisors who give excellent succession advice to their business owner clients, and carry their own unfinished plan like a stone in their pocket for years.
This program addresses the identity work, the business work, and the communication work all in one structured, accountable process. It starts with the person. It ends with a signed plan.
What you might be thinking right now
Let's name the resistance.
"I don't have time for this right now."
This program is designed for advisors who are still running a full practice. That's the point. The structure keeps you moving one month at a time, even when business gets busy. You don't get a sabbatical to build your succession plan.
"I'll deal with it once I have a successor in mind."
The plan is what positions you to find one. Advisors with a documented plan attract better offers and evaluate candidates from a position of strength. You don't need a successor to start. The plan is what makes you ready when they appear.
"I'm not close enough to retirement."
The advisors who plan early negotiate from strength. As the wave of advisor retirements continues, the market for books of business is shifting. Starting before you're ready is the strategy, not the risk.
One year from now, one of two things will be true.
You'll have a signed succession plan and the quiet confidence of finally having done the thing you've been carrying for years.
Or you'll be exactly where you are today.
The only thing standing between those two outcomes is a 30-minute discovery call.
Limited spots. Enrollment closes September 1, 2026. No obligation.
30 minutes to make sure it's the right fit.
