The relationship survives the people in it.
Clients leave when the person who knew them does — at the advisor’s exit, or the client’s own generational transfer. Both run through the same failure: what mattered was never in the file.
The honest split — say it before they ask.
Every approved artifact with its immutable review trail. Every system record and sync. The working join — briefs keep assembling for whoever holds the relationship next. The heir contacts and their history.
Her authored notes, with her name on every one. An export she can take with her is planned. Advisors who trust the split fill the file; advisors who smell a trap leave it empty. The split is why the file fills.
Flip “the advisor leaves” — both promises hold at once. That’s the point.
Heirs are people in the system, not strings on a record — with engagement history, channels, and a first contact that arrives as the family’s story under your advisor’s name.
Reporting shows intervention outcomes — flags actioned, risk trajectories, heir movement, retained households. It never shows note-writing activity, and never ranks advisors by how much they write. Surveillance empties the file.
Every approved client artifact carries a disclosure block and a named approval, and each approved version is archived write-once for six years. A rejection requires a written note.
The advisor will leave. The file shouldn’t.
See the honest split on your own book — the firm keeps the working file, the advisor keeps their notes.
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