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 — attributed, exportable, contractually hers. 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 artifact carries a disclosure block, an immutable version history, and a named approval. Rejections require a written note, recorded forever.
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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