Leave a legacy, not loose ends.
How Bryan Holen and Josh Mikus built a structured succession plan at inSOURCE.
Start Your Plan
Plan
Define the timeline and touchpoint
Partner
Joint meetings to transfer trust.
Protect
Ensure continuity for clients and your legacy.
Bryan Holen, RFC
Financial Advisor
“Succession is about handing off so relationships last.”
Josh Mikus
Financial Advisor
“We meet with clients together, step by step, so nothing is left to chance.”
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Download the Succession Story Brochure for an overview of Bryan & Josh’s journey and how inSOURCE supports transitions
Frequently Asked Questions
A structured succession plan usually unfolds over 18–24 months. This timeline allows clients to gradually build trust with your successor through joint meetings, clear communications, and ongoing involvement from you. Every plan is customized, but starting early creates the smoothest experience.
We believe trust should transfer naturally. That means joint client meetings, collaborative planning sessions, and coordinated communication — so clients get to know your successor while you’re still actively engaged. By the time you step back, your clients already feel comfortable and supported.
That’s actually the perfect time to plan. A succession plan doesn’t mean stepping away immediately — it means having clarity and options for the future. You can continue serving clients while knowing you’ve already set a process in motion that protects them — and your legacy — whenever the time is right.
Life is unpredictable. Having a succession plan in place ensures your clients won’t be left in limbo. Instead, they’ll already know who to turn to and how the relationship will continue, giving everyone confidence in uncertain times.
Everyone. Advisors gain security knowing their clients and legacy are protected. Clients gain continuity and confidence in their financial future. Successors gain valuable mentorship and a strong foundation to build lasting relationships.