In a May Advisor Perspectives feature article, Marcus Heinrich points to the way that Forum Financial Management, parent company to the Wealth Advisor Alliance, has chosen to structure its advisor community with a far-sighted perspective that accounts for an advisor journey from early years to succession planning. His Advisor Perspectives feature article considers how to implement a client-transition program through the lens of his own 30-year advisor journey with succession now more clearly on his horizon. Marcus explains that Forum’s sustained growth has been due in part to Forum’s distinct advisor model.

Article excerpt appears with permission.

How to Implement a Client-Transition Program
By Marcus Heinrich, CFP®

Financial Advisor, Forum Financial Management

Since life has unexpected events that are out of your control, you should have a succession plan when you establish your practice. Everyone has a succession plan, whether they know it or not, but not every plan is a good one.

Read the Full Article

This article originally appeared in May 2021 on Advisor Perspectives.

We help advisors establish and grow successful wealth management practices. To learn more about how we can help you amplify your life’s work, contact us at You can follow us on Twitter@theWAAlliance and on LinkedIn.

Sign Up for Our Newsletter


By clicking on a third-party link, you will leave the Wealth Advisor Alliance website. We are linking to this third-party site to share information in a different format and is for informational purposes only. However, we cannot attest to the accuracy of information provided by this site or any other linked site and do not endorse the site sponsors or the information or products presented there. Privacy and security policies may differ.