Why this matters
Transition success is rarely about one big moment. It’s the accumulation of dozens of small, high-stakes decisions made under time pressure. This playbook is designed to reduce uncertainty, protect client continuity, and help you move from “considering” to “executing” with confidence.
Weeks 12–9
Lock the support model, counsel, custody approach, and operating assumptions. This is where most future problems are prevented.
- Counsel retained
- Custody shortlist
- Compliance approach defined
- Operating model drafted
Weeks 8–5
Build the infrastructure so launch week isn’t the first time you touch systems.
- CRM + workflows
- Custodian onboarding
- Service calendar
- Ops checklists
Weeks 4–2
Prepare communications and practice execution.
- Client segmentation
- Scripts + FAQ
- Packet templates
- Rehearsal + contingency planning
