Have a Plan for What’s Next,
for yourself & Your Practice
Succession planning and professional coaching and consulting for financial advisors thinking about what happens with their practice, their clients, and their identity as they look to a future in retirement.
Have a Plan for What’s Next,
for yourself & Your Practice
Succession planning and professional coaching and consulting for financial advisors thinking about what happens with their practice, their clients, and their identity as they look to a future in retirement.
● The Problem ●
A destination without a Plan
When you look at the numbers, it becomes undeniable. 40% of financial advisors are projected to retire in the next decade and the vast majority do not have a succession plan that can deliver an exit they deserve.
Without a plan, many feel stuck in their business longer than they’d like, meaning there is a higher likelihood of an unforeseen health event or a family decision deciding what happens to your practice, instead of you. The years of results and client-trust you have spent building get handed to an advisor out of necessity rather than choice, and your legacy ends up being defined by how your practice closed rather than the decades of benefit it provided.
When you look at the numbers, it becomes undeniable. 40% of financial advisors are projected to retire in the next decade and almost none of them have a succession plan that can deliver an exit they deserve.
Without a plan, many feel stuck in their business longer than they’d like, meaning there is a higher likelihood of an unforeseen health event or a family decision deciding what happens to your practice, instead of you. The years of results and client-trust you have spent building get handed to an advisor out of necessity rather than choice, and your legacy ends up being defined by how your practice closed rather than the decades of benefit it provided.
A different kind of conversation
Coaching with Caroline Jones takes succession planning beyond the technical process and gives space to the emotional connection underneath it. Financial planners' personal identity is so closely tied to their career that she has found it difficult to build a comprehensive succession plan without the honest conversations most advisors never get around to having.
That is why her method focuses on the questions they may not normally confront: what legacy do you actually want to leave, what’s your goal in the next stage of life, and who do you intend to be once your practice is off your shoulders.
● The Solution ●
“I was recruited into this industry eight years ago, right out of college, as someone else's succession partner. That path went differently than planned, but I understood the weight of succession from the first day of my career.”
Caroline Jones, Owner and Founder of Crown
● Types of Coaching ●
Choose How You Succeed
Not every advisor needs, or is comfortable with, the same style of support. That’s why we offer both individual and group coaching opportunities. Knowing which setting best fits your needs is the first decision worth getting right.
Individual Coaching
Private, one-on-one coaching with Caroline Jones that keeps you in focus and allows you to move at your own pace.
Group Coaching
Peer-group coaching alongside other advisors working together to share experiences & hold one another accountable.
January 6th, 13th, 27th & February 3rd, 17th, 24th
at 4pm ET via Zoom
build a succession plan that’s made for you
“Caroline is the definition of calm competence. With a resume that could intimidate, she instead shows up as your biggest supporter and most relatable guide. She’s organized, thoughtful, and makes you believe you can do anything. After talking with her, you not only feel motivated; you feel seen.”
Ed Lubowicki
Executive Director, Consultant, Researcher
● In her own Words ●
Your plan does not have to be attrition
The Financial Planning Association invited Caroline on air to unpack why succession planning gets put off and why attrition, doing nothing until it is too late, is still how most advisors leave the profession. Hear in her own words what is actually the driving factor.
Your Next Adventure is Coming either way.
The question is: who is in control?
Book a complimentary 20-minute call with Caroline, and take the first step before your succession happens on someone else's timeline.
Your Next Adventure is Coming either way.
The question is: who is in control?
Book a free 20-minute call with Caroline, and take the first step before your succession happens on someone else's timeline.