International Succession Planning Association

07/15/2026

Choosing a successor is more than naming a name. It involves evaluating readiness, providing coaching, and ensuring alignment with the company culture.

Advisors who guide this process create smoother transitions and stronger futures.

👉 Learn how to assess readiness using the Succession Matrix®: https://lttr.ai/Argya

Learn the key components of the succession matrix based on research and how they support stronger succession planning outcomes.

07/13/2026

The best advisors aren’t always the ones doing the most talking.

They’re the ones asking the right questions.

The 12 Questions Guide shows how to earn trust and uncover opportunities through active listening.

🎯 Download it here: https://lttr.ai/Asig0

07/09/2026

Most advisors don’t lose clients over bad advice. They lose them over bad delivery.

It’s not what you say—it’s how it’s heard.

This webinar breaks down the emotional and cognitive patterns shaping generational communication.

Perfect for advisors navigating family dynamics, succession plans, or estate conversations.

📺 Watch before you walk into your next client meeting: https://lttr.ai/Aol3W

Learn how to manage generational dynamics and lead effective succession planning conversations across client age groups.

07/07/2026

Most advisors lose relevance when plans stall.
Quarterbacks stay relevant because they keep momentum alive.

Leadership shows up between meetings.

Read: https://lttr.ai/ArgyZ

07/06/2026

Most advisors are hired to plan the exit.
The real risk shows up after the owner steps back.

That gap explains why financial readiness rarely equals continuity.

Explore the difference: https://lttr.ai/ArgyW

07/03/2026

“Maybe next year.”
“We’re fine for now.”
“Let’s revisit this later.”

Those aren’t timing objections.

They’re clarity failures.

If urgency doesn’t exist in the conversation, it wasn’t created.

Hard question:
Are prospects delaying because they’re resistant — or because the impact hasn’t been made real enough?

The free guide breaks down the four core objections and how to prevent them before they surface: https://lttr.ai/AqpDC

If stalled deals are becoming a pattern, it’s time to rethink the structure behind your conversations.

07/03/2026

Succession planning often fails when advisors focus solely on the business or solely on the family.

The real challenge is balancing both. Families that align around shared goals build lasting success.

👉 Learn how to guide clients toward both harmony and continuity: https://lttr.ai/Aol3f

Uncover family dynamics that can sabotage succession planning and learn strategies to guide clients through effective business transitions.

07/02/2026

Good advisors give advice.
Great advisors guide transformation.

Learn how to build influence, trust, and long-term value in “How to Grow as a Business Advisor.”
👉 https://lttr.ai/AsuQ5

Growth as a business advisor requires you do do small things every day consistently. This checklist will give you a solid framework to do just that.

06/30/2026

A business owner tells you succession planning is handled. Their kid tells you something completely different.

Sheila Christie, JD, CSP®, sees this gap constantly in her practice at Forvis Mazars Private Client. The parent and the child both think they're aligned. They're not even close.

That gap is where her real work begins.

Read how she closes it: https://lttr.ai/AsinZ

06/30/2026

Succession planning often centers on ownership transfer.

But liquidity often drives the outcome.

If the owner relies on distributions to fund lifestyle:

• Transfer becomes stressful
• Internal buyouts become unrealistic
• Exit timing becomes reactive

Have you separated income needs from business ownership yet?

Bring liquidity into the succession conversation early: https://lttr.ai/Aol3Q

Business owners often have all or most of their net worth tied to the business, which creates various succession issues.