How to Use the Trust Transfer Map During Advisor Change | Advisor Change | Tools
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How to Use the Trust Transfer Map During Advisor Change | Advisor Change | Tools
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An advisor transition can feel smooth internally while the client quietly fears becoming unknown. In this mini episode of Advising Humans, Yasmin and Kathleen explore how a trust transfer map helps carry forward the relationship context that clients actually feel, not just the facts that transfer on paper. They explain when to use it, what it prevents, and the six categories that matter most for preserving continuity in a personal way. The conversation also shows how incoming advisors can reflect that context naturally so clients feel known, understood, and less likely to drift during the transition.
Visit https://advisinghumans.com/ for show notes, episodes, and practical resources.
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