Emergency continuity
Document key roles, coverage contacts, urgent issue triage, and the next person to involve when the unexpected happens.
Continuity and succession
Start continuity and succession conversations before they become urgent.
Stiller Advisory Services helps advisors identify the operating questions behind time away, an interruption, a partial transition, or a longer-term succession plan. The work begins with readiness, relationships, and the right next conversation.
Where the conversation can begin.
There is no single succession path. Start with the situation the practice needs to prepare for now.
Planned time away
Prepare a handoff, responsibility map, and return-from-away review before an advisor steps out of day-to-day work.
Partial transition
Clarify the operating questions behind a change in capacity, leadership, or practice responsibilities.
Three-to-five-year succession
Start the readiness, timing, and relationship conversation before a future transition requires immediate decisions.
What Stiller can help organize
Coverage-readiness checklists, operating handoffs, issue triage, timeline questions, peer or network introductions where appropriate, and clarity on the next decision.
Matt can join when advisor-owner context, continuity experience, or the broader advisor network is useful.
Use an introductory conversation to identify the next decision.
Start with your time horizon, current coverage, and the question you do not want to leave unresolved.