International Succession Planning Association

05/28/2026

When advisors collaborate on succession planning, the best outcomes happen when each trusts the other’s role.

From tax strategy to leadership coaching, trust drives seamless ex*****on.

📘 See how the Succession Matrix® helps advisors align and collaborate: https://lttr.ai/ArgyI

05/27/2026

Most advisory growth strategies fail because they focus on visibility instead of value.

Clients don’t stay because they see you everywhere. They stay because you change how they think.

Read: https://lttr.ai/Aol29

Learn from ISPA's tools and strategies for scaling advisory services, enhancing client engagement, and fostering long-term business growth.

05/26/2026

Succession planning is easier to discuss when advisors have the right tools, questions, and community behind them.

In this new video, Kelly Maheu, JD and Michael C. Valdez share why the International Succession Planning Association and the Business Transition Council are partnering to support advisors who work with privately held business owners.

BTC members are eligible for a 20% first-year discount on ISPA® membership.

Watch the conversation here: https://bit.ly/4dUTG95

📅 And save the date for the upcoming ISPA® and BTC joint Zoom on Thursday, July 16 at 11:00 AM ET.

Succession planning advisor training works best when advisors have shared tools, better questions, and a community that helps them guide business-owner clien...

05/26/2026

Looking for ways to start small with partnerships?
Here are 3 low-cost pilots advisors are testing:

1. Co-branded webinars
2. Joint podcasts
3. Shared client checklists

Simple, fast, and highly effective for building long-term value.

See the full list of practical partnership formats:
🔗 https://lttr.ai/Aoeg3

05/14/2026

For family business owners, succession issues often sit beneath the surface.

One child may work in the business while another does not. A successor may be named without a clear leadership role. Family members may have different views on whether the business should grow, continue, or be sold.

In this InterActive Legal article, ISPA's CEO, Kelly Maheu, JD, explains why these issues matter in estate planning conversations.

They fail when the documents are sound but the situation is not.They fail when the plan is built on assumptions no one tested.

05/13/2026

Trust rarely breaks because an advisor raised a difficult issue. It breaks when the client feels rushed, judged, or misunderstood.

When advisors move too quickly into ownership design or role decisions, clients feel like the process has gotten ahead of their reality.

Pacing matters. Structure matters. Feeling heard before feeling evaluated matters.

That is what separates advisors who keep clients through hard conversations from those who lose them.

Read more: https://lttr.ai/AqpC9

How to align business and family vision in succession planning so advisors can preserve trust, surface priorities, and guide clearer decisions.

05/12/2026

Your clients may not always know what they need—but they do know when they feel understood.

This free ISPA resource teaches you how to ask questions that reveal priorities, challenges, and opportunities that clients didn’t see coming.

💡 Get the guide: https://lttr.ai/ArCdc

12 powerful succession planning questions you can ask to identify client motivations and influence business owners to take action. You will have a better discussion with prospects & clients immediately.

05/09/2026

What makes some advisors stand out?
They approach every challenge as an opportunity to learn something new.

Discover how to cultivate a growth mindset and lead with confidence in “How to Grow as a Business Advisor.”
👉 https://lttr.ai/Aq7IX