Nearly three-quarters of financial planners don't have a succession plan, and 40% are projected to retire in the next decade. In this episode of FPA LIVE, we're joined by Caroline Jones, CFP®, to talk about one of the most urgent (and most avoided) conversations in the financial planning profession. Caroline explores why so many planners put off succession planning, what the difference is between a continuity plan, an exit plan, and a true succession plan, and why the number one exit strategy among independent planners is still attrition (meaning no plan at all). She also shares her innovative group coaching approach to helping planners work through not just the business and valuation questions but also the deeper ones, like identity, legacy, and what comes next.