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.

Before you resign (48–72 hours)

Your goal is to eliminate decisions on resignation day. Prep the materials, people, and sequence so execution is mechanical.

• Finalize client segmentation + call list
• Confirm custodian workflow + paperwork links
• Rehearse scripts and Q&A
• Set up tracking sheet + daily huddle cadence

Resignation day (hour-by-hour)

Treat it like a launch event. Everyone should know the order of operations and escalation paths.

• Resign (per counsel guidance)
• Start client outreach immediately
• Log all outcomes
• Route paperwork to ops team

First 72 hours

This is where momentum compounds. Your priority is client certainty and paperwork throughput.

• Day 1: top clients + high-value households
• Day 2: next tier + follow-ups
• Day 3: stabilize + resolve bottlenecks