Complete
Thanks! Here's where we'd start instead.
Based on your answers, a thirty-minute transition call is probably not the most useful thing we could give you today. That is not a no. It is us not wasting your afternoon.
Two things that might actually be worth your time
Hear from us a few times a year
How advisers here handle succession, what a transition actually involves, and how a practice runs when your convictions are not something you keep separate. No pitch, and easy to stop.
Keep Me PostedIf we read your situation wrong — and we might have — tell us in one line and Jamie will pick it up herself.