FOR FINANCIAL ADVISORS PLANNING THEIR LEGACY
Learn How to Successfully Buy or Sell a Book of Business
The Retired Advisor’s Playbook is an 8-step strategic roadmap that helps financial advisors transform the complex process of buying or selling a book of business into a structured, successful transition with optimal outcomes for all parties.
Are you overwhelmed by…
The complex process of buying or selling a financial advisory practice with no clear roadmap, leaving you wondering “where do I even start?”
Or maybe you’re frustrated by industry “handshake deals” that result in disappointing client retention rates, watching years of hard-earned client relationships and practice value evaporate during poorly executed transitions.
I regularly speak with established advisors who confide their deep anxiety about finding the right match (someone who shares their values and client service philosophy) knowing that the wrong partnership could damage their professional legacy and financial future.
IT’S TIME FOR …
A Proven Process for Successfully Buying or Selling a Book of Business
Nearly 100% Client Retention
Transform the industry’s disappointing average retention rates into a seamless experience where your clients stay with the practice through ownership changes. Our methodical transition process with strategic client communications addresses concerns before they arise, preserving the relationships and revenue stream that determine practice value.
Smooth, Low-Stress Implementation
Experience a structured transition with clear expectations, defined roles, and strategic timelines that eliminate the chaos typically associated with practice transfers. Our comprehensive onboarding package creates clarity for retiring advisors while methodically transferring relationships to buyers, ensuring a harmonious transition rather than a forced fit.
Optimal Valuation and Deal Structure
Achieve fair market value (or better) with payment terms that work for both parties. Our proven frameworks help you balance immediate financial needs with long-term security, removing the guesswork and emotion from business valuation while creating financial clarity throughout the transition.
INTRODUCING
The Retired Advisor’s Playbook
The Retired Advisor’s Playbook is an 8-step strategic roadmap that helps financial advisors transform the complex process of buying or selling a book of business into a structured, successful transition with the best possible outcomes for all parties.
The Complete 8-Step Retired Advisor Process: A proven, sequential framework covering every phase from identification to implementation so that you have a clear roadmap to follow, eliminating uncertainty and guesswork while ensuring no critical steps are missed during this complex transition
Advisor Fit Evaluation Worksheet: A detailed assessment tool so that you can document your observations after initial meetings, track potential green and red flags, and make data-driven decisions rather than relying solely on gut feelings.
Book of Business Valuation Workbook: Step-by-step calculation guides with industry-standard multipliers so that you can determine fair market value and structure equitable payment terms, removing the guesswork and emotion from the financial aspects of your transition.
The Astra Matrix Evaluation System: A comprehensive business analysis tool covering eight essential practice areas so that you can objectively assess compatibility before investing significant time and resources, preventing costly mismatches and ensuring alignment on what truly matters.
Personalized Outreach Templates: Carefully crafted email scripts and connection messages so that you can make powerful first impressions that earn meetings even with advisors who weren’t planning to buy or sell, opening doors that would otherwise remain closed.
The Advisor’s Playbook Template: A complete onboarding package for retiring advisors so that you can create a structured transition with clear expectations, dramatically improving client retention and reducing stress for all parties involved.
Want to ensure you find the perfect match for your practice transition?
Get instant access to The Retired Advisor’s Playbook today and gain the sophisticated evaluation tools that prevent costly mismatches by ensuring proper alignment between advisors before investing significant time and resources.
YOUR ACTION PLAN
The Retired Advisor’s Playbook Framework
Step 1 - Identification
Learn proven strategies to find and research potential Advisor matches whether you want to buy or sell a book of business. Using specialized research worksheets, create a curated list of qualified prospects who align with your values and practice style, saving months of inefficient networking.
Step 2 - Creating Connections
Master the art of making meaningful first connections and evaluating potential partnerships through professional coffee chats. Structure those critical first conversations, ask the right questions, and evaluate potential fit – opening doors that would otherwise remain closed.
Step 3 - Non-Disclosure + Business Talk
Create a safe space for open communication with guided approaches to non-disclosure agreements. Use Ideal Client Avatar worksheets to assess fundamental compatibility before investing significant time, protecting both parties while establishing clear expectations.
Step 4 - The Astra Matrix
Implement this comprehensive business analysis tool to reveal core competencies and create transparency between potential buyers and sellers. This objective, data-driven evaluation covers eight essential business areas, providing clarity on strengths and potential challenges.
Step 5 - Meeting to Discuss Good Fit or Not
Make confident decisions about whether to proceed following our proven evaluation framework. Our communication templates ensure professionalism regardless of outcome, preserving industry relationships while creating clean boundaries and setting the stage for productive financial discussions.
Step 6 - Money Talk & Background Check
Navigate the often emotional territory of business valuation with our step-by-step workbooks. Determine fair valuation, structure payment terms that work for both parties, and verify advisor background to ensure a solid foundation for your agreement – creating financial clarity throughout the transition.
Step 7 - Agreement + Celebrate
Transform your mutual understanding into a comprehensive legal framework that protects both parties. Our agreement templates cover essential elements while allowing customization for your unique situation. Set realistic timelines, define roles clearly, and establish contingency plans.
Step 8 - The Advisor's Playbook
Implement this comprehensive onboarding package with our multi-channel client communication strategy. This structured transition system creates clarity for the retiring advisor while methodically transferring relationships to the buyer. The result? Nearly 100% client retention and a seamless transition
IS IT RIGHT FOR YOU?
Who Will Get the Best Results from The Retired Advisor’s Playbook
Who It’s For
Established advisors planning their legacy who want to ensure their clients receive the same exceptional care they’ve provided for years, while securing the financial rewards their practice deserves
Growth-minded advisors with strong systems and processes who are ready to expand through acquisition but want to avoid the common pitfalls that lead to client attrition and value erosion
Advisors who value relationship continuity and believe that client care should remain at the center of any transition, rather than treating books of business as mere commodities
Forward-thinking professionals who recognize that proper preparation and a structured approach yield far better results than the typical industry “handshake deals” that often leave both parties frustrated
Action-takers committed to doing it right who understand that investing time upfront in a proven framework will lead to nearly 100% client retention and a transition that honors everyone involved
Who It’s Not For
Advisors seeking quick, no-effort transactions who aren’t willing to invest time in proper evaluation and planning
Professionals who view practice transitions purely as financial transactions without concern for client experience or legacy
Advisors who prefer to “wing it” rather than follow structured frameworks, even when the stakes are high
Those looking for shortcuts to skip essential evaluation steps that ensure proper alignment between parties
Advisors who are content with industry-average client retention rates (70-80%) during transitions instead of aiming for nearly 100%
Want to end the guesswork and uncertainty in your practice transition once and for all?
Get instant access to The Retired Advisor’s Playbook today and transform the overwhelming process of buying or selling a book of business into a clear, structured roadmap. Replace confusion with confidence as you follow our proven 8-step framework that has helped advisors achieve nearly 100% client retention during transitions.
MAYBE YOU’RE WORRIED THOUGH…
This will be like all those other budgeting systems you’ve tried and never stuck with.
“I’ve seen plenty of advisors handle these transitions with just a handshake deal,” you might be thinking. While handshake deals might seem simpler, they’re actually why our industry sees average client retention rates of only 70-80% during transitions. Our structured approach has achieved nearly 100% retention because it addresses client concerns systematically rather than haphazardly. The Playbook doesn’t add complexity – it removes it by providing clarity at every step, preventing costly mistakes, and preserving the practice value you’ve worked so hard to build.
Or maybe you’re concerned about the time commitment when you’re already stretched thin running your practice. Without a structured approach, advisors typically spend 3-4 times longer on transitions, dealing with unexpected issues and client concerns reactively. The Playbook front-loads the right preparation so you can avoid time-consuming problems later. Each step includes ready-to-use templates and worksheets that save you from creating everything from scratch by investing a few focused hours now to save dozens of scattered hours of frustration later.
Or perhaps you’re worried that you’re not really ready to buy or sell yet. The best transitions happen when they’re properly planned rather than rushed due to unexpected events. Whether you’re 6 months or 5 years from transitioning, having this framework gives you the confidence to move forward when the time is right—on your terms.
MEET YOUR MENTOR
Hi 👋 I’m Zena!
After successfully navigating my own journey of purchasing a retiring advisor’s book of business, I realized how little guidance exists for this critical transition in our industry. What started as my personal experience became the inspiration for The Retired Advisor’s Playbook. As someone who achieved nearly 100% client retention during my own transition, I’ve distilled the exact process that worked – from making that first connection over coffee to creating comprehensive onboarding systems.
I founded Astra Financial Services in 2015 after eight years as a financial planner, bringing together my experience as a Certified Financial Planner™, Certified Divorce Financial Analyst, and Certified Cashflow Specialist. My approach isn’t theoretical; it’s proven through real experience and designed to save you from the common pitfalls I encountered along the way.
I believe that proper transitions aren’t just business transactions – they’re about honouring client relationships and professional legacies. Whether you’re looking to buy or sell, my goal is to help you create the kind of smooth transition that respects everyone involved while protecting the business value you’ve worked so hard to build.
Ready to finally have a structured approach to your practice transition?
Now is the perfect time to stop wondering “where do I even start?” and start following a proven framework. Here’s what happens when you join today:
Step 1: Gain immediate access to all 8 steps of The Retired Advisor’s Playbook, including valuation tools, communication templates, and evaluation frameworks.
Step 2: Work through each step of the proven framework at your own pace, knowing you have a clear roadmap to follow from initial identification to final implementation.
Step 3: Transform what could be an overwhelming, anxiety-producing transition into a smooth, structured process that honors your clients, your legacy, and your financial future.