The Succession Crisis Framed: The Coming Wave — Why 40% of Advisors May Exit in the Next Decade

Imagine a high-net-worth client, someone you’ve partnered with over the years, calling you to say: “If something ever happens to you, who will lead my family’s financial future?” It’s a simple question, but one that too few advisors are ready to answer. Since you are a facilitator of preserving, growing, and passing down generational wealth, your clients expect continuity and clarity at all times. Yet the industry is quickly moving toward an alarming demographic shift: in the coming decade, nearly 40 percent of advisors will likely exit, and few firms are prepared.