Do I meet your new qualifications to remain a client? (No)

Transition Script 1 - Career Evolution: "As I evolve this practice to serve a smaller group of clients with increasingly complex needs, I've made the thoughtful decision to transition some relationships to carefully selected colleagues. I've personally chosen [Advisor Name] to serve as your wealth manager moving forward. They bring exceptional expertise and share my commitment to personalized service. I've shared with them not only your financial history but also our valued friendship and the trust you've placed in this firm. While I'll no longer manage your portfolio directly, I want you to know that [Advisor Name] has my complete confidence, and I'll remain available if you ever have concerns." They'll be in touch soon to schedule a meeting and discuss how they can best support you."

Transition Script 2 - Practice Evolution: "As our practice evolves to focus on a smaller number of relationships with specific planning needs, I've carefully considered how to best serve each of our valued clients. I'd like to introduce you to [Advisor Name], a respected colleague whose approach to wealth management aligns perfectly with your needs. They bring fresh perspective and specialized expertise that I believe will serve you well. I've personally briefed them on your situation and emphasized both our professional relationship and personal connection. While this represents a change, I'm confident you'll find their service exemplary." They'll be reaching out shortly to introduce themselves and schedule a meeting."

Transition Script 3 - Team Approach: "As part of refining our practice to serve a select group of clients with complex planning needs, I've made the careful decision to transition some relationships to my partner, [Advisor Name]. Your years of loyalty and trust mean a great deal to me, which is why I've personally selected [Advisor Name] to work with you going forward. They share my commitment to exceptional service and bring additional expertise that I believe will benefit you. I've briefed them thoroughly not only on your financial situation but also on our valued friendship. They'll be reaching out soon to ensure a smooth transition."