The smoothest breakaways are rarely the fastest. They are the most prepared. Use this 6–18 month plan to turn independence into a calm project.
How to Talk to Clients About a Transition Without Creating Fear
A transition does not fail because of paperwork. It fails when clients feel uncertainty. Here is the confidence-first messaging plan that keeps clients calm and loyal.
Transition Client Messaging Toolkit: Scripts, Letters, and Video Outline
A client-first messaging framework plus ready-to-customize letter templates and guidance on using video during a transition.
Client Letter Template: Creating Our Own RIA
Two client letter templates (formal + casual) for firms launching their own RIA.
Resignation Day Run-of-Show: A Breakaway Checklist You Can Actually Execute
A practical run-of-show for resignation day: roles, timing, scripts, and the first 72 hours so nothing critical gets missed.
TROs, Non‑Solicits, and Fast Legal Escalation: How to Reduce Transition Risk
A plain-language guide to why legal escalation happens fast in transitions and the practical steps that reduce risk before you move.
Client Communication During a Breakaway: Day 1, Day 7, Day 30 Messaging Flow
A simple, repeatable client messaging cadence for the first month after a transition—designed to increase confidence and reduce confusion.
Repapering Without Bottlenecks: Throughput Planning for Account Transfers
Repapering is the #1 operational bottleneck in most transitions. Here’s how to plan capacity, sequence, and quality control so it doesn’t stall momentum.
Transition Team Roles: Who Owns What Before and After You Leave
A role-based breakdown (RACI-style) so your team knows exactly who owns legal, ops, client outreach, compliance, and vendor coordination during a breakaway.
Your 90‑Day Breakaway Timeline: A Practical Countdown Plan
A high-level 90-day countdown plan that organizes the build into weekly milestones without overcomplicating the process.
