--- title: EmVision Succession Planning Insights Featured in Crain's description: Learn key tips for wealth advisor succession planning, from choosing a successor to crafting a smooth transition plan. Featured in Crain's Cleveland Business. image: https://blog.emvisioncapital.com/hubfs/Crains%20Blog%20Image.jpg --- Menu [Investor 360 Client Portal](https://signon.advisor360.com/as/authorization.oauth2?response_type=code&access_token_manager_id=jwt&AuthParam=SQL&client_id=Investor360&pfidpadapterid=i360Idpadapterid&isI360=true&redirect_uri=https://www.investor360.com/Login/login&state=null) [** ](https://www.facebook.com/EmVisionCapitalAdvisors/) [** ](https://www.linkedin.com/company/emvision-capital-advisors/) [** ](mailto:info@emvisioncapital.com) [ (330) 954-3770 ](tel:3309543770) # [![EmVision Capital Advisors](https://blog.emvisioncapital.com/hubfs/raw_assets/public/EmVisionCapitalAdvisors_August2022/images/36-layers.svg "EmVision Capital Advisors")](https://emvisioncapital.com/) # EmVision Succession Planning Insights Featured in Crain's * Published by James Artale * We’re excited to share that our Founder and CEO, Michael Embrescia, recently published an article in Crain’s Cleveland Business titled, [“A Practical Guide for Wealth Adviser Succession Planning.”](https://www.crainscleveland.com/custom-content-wealth-management-2024/practical-guide-wealth-adviser-succession-planning) This feature highlights a proven approach to [succession planning](https://advisors.emvisioncapital.com/?__hstc=185167478.bd8c7bffc1c0a87ecfdbc86db1b38ae2.1725965685994.1731353175582.1731357680061.59&__hssc=185167478.68.1731357680061&__hsfp=3644960128) designed to help wealth advisors secure their legacy while ensuring that clients receive continued, reliable service through the transition. ## Key Takeaways From The Article In the article, [Michael](https://emvisioncapital.com/our-team/) addresses key steps wealth advisors can take to make the succession process smoother, based on EmVision Capital Advisors’ experience successfully guiding several advisors through their own transitions. Here’s a brief look at some of the critical insights he shared: - **Choosing the Right Successor**: Selecting a successor who aligns with your values and understands your commitment to client care is essential for preserving the client relationships and trust you’ve built over the years. - **Developing a Detailed Transition Plan**: A well-structured transition plan that includes [client](https://advisors.emvisioncapital.com/clients) communication, operational continuity, and a solid legal and financial framework can ensure a smooth handover for all involved. - **Exploring Strategic Partnerships**: Partnering with a firm that understands the importance of client care can provide additional support and resources, making the transition process seamless and beneficial for clients. ## A Proven, Trusted Process EmVision's approach emphasizes practical, step-by-step strategies to make the succession journey as seamless as possible. The article in Crain’s highlights EmVision’s successful track record in succession planning and the importance of maintaining both client trust and operational stability. It even shares a success story from [Dennis Spontarelli](https://blog.emvisioncapital.com/vault/emvisions-dedicated-support-for-advisor-succession-ensuring-your-legacy-continues), a current advisor who recently joined the team as part of his succession plan.  ## Ready to Plan for The Future? We’re proud to be featured in Crain’s for our work in succession planning, and we hope that this article serves as a helpful resource for advisors considering the next steps in their own journeys. Whether you’re beginning to think about retirement or actively planning for the future, our team at EmVision is here to support you along the way. [Contact us](https://advisors.emvisioncapital.com/contact) today to learn more about us and our approach.   James Artale is a financial advisor located at **EmVision Capital Advisors, 251 W. Garfield Rd. ​Suite 155 Aurora, OH 44202**. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. He can be reached at (330) 954-3770 or at [info@emvisioncapital.com](mailto:info@emvisioncapital.com).  #### SHARE [**](https://www.facebook.com/sharer/sharer.php?u=https://blog.emvisioncapital.com/vault/emvision-succession-planning-insights-featured-in-crains&src=sdkpreparse) #### EmVisionblog ## welcome [![RJ Swindaman Joins EmVision Capital Advisors: A Fresh Chapter of Growth and Opportunity](https://blog.emvisioncapital.com/hubfs/Welcome%20RJ%20Swindaman%20.png) ###### RJ Swindaman Joins EmVision Capital Advisors: A Fresh Chapter of Growth and Opportunity At EmVision Capital Advisors, we’re thrilled to welcome RJ Swindaman III, CPFA®, CFP®, to our team. With over a decade of experience as a wealth advisor and retirement plan consultant, RJ brings extensive knowledge, strategic vision, and a... ![EmvisionCapital](https://blog.emvisioncapital.com/hubfs/raw_assets/public/EmVisionCapitalAdvisors_August2022/images/36-layers-1.svg) ](https://blog.emvisioncapital.com/vault/rj-swindaman-joins-emvision-capital-advisors-a-fresh-chapter-of-growth-and-opportunity) [![Steve Frank Joins EmVision Capital Advisors: A Strategic Succession Planning Move](https://blog.emvisioncapital.com/hubfs/Steve%20Frank%20-%20Advisor%20Knowledge%20Vault%20Image.jpg) ###### Steve Frank Joins EmVision Capital Advisors: A Strategic Succession Planning Move We are excited to announce that Steve Frank, AIF®, has recently joined the EmVision Capital Advisors team! With over 35 years of experience in the financial services industry, Steve brings a wealth of knowledge and expertise that will greatly... ![EmvisionCapital](https://blog.emvisioncapital.com/hubfs/raw_assets/public/EmVisionCapitalAdvisors_August2022/images/36-layers-1.svg) ](https://blog.emvisioncapital.com/vault/steve-frank-joins-emvision-capital-advisors-a-strategic-succession-planning-move) [![Bert Covell Joins EmVision: A Model for Successful Advisor Succession Planning](https://blog.emvisioncapital.com/hubfs/Bert%20Covell%20Blog%20Post%20Image.png) ###### Bert Covell Joins EmVision: A Model for Successful Advisor Succession Planning Bert Covell’s recent decision to join EmVision Capital Advisors as a wealth advisor marks a significant step in his career, emphasizing the importance of strategic succession planning for advisors nearing retirement. "After 13 rewarding years of... ![EmvisionCapital](https://blog.emvisioncapital.com/hubfs/raw_assets/public/EmVisionCapitalAdvisors_August2022/images/36-layers-1.svg) ](https://blog.emvisioncapital.com/vault/commitment-to-clients-leads-bert-covell-to-join-the-emvision-team-0) [![Icon_feather-phone](https://blog.emvisioncapital.com/hubfs/Icon_feather-phone.svg) (330) 954-3770 ](tel:3309543770) [![Mail](https://blog.emvisioncapital.com/hubfs/Icon_material-mail-outline.svg) info@emvisioncapital.com ](mailto:info@emvisioncapital.com) ![Location](https://blog.emvisioncapital.com/hubfs/Icon_material-place.svg) 251 W. Garfield Rd. ​Suite 155 Aurora · OH · 44202 ![Location](https://blog.emvisioncapital.com/hubfs/Icon_material-place.svg) 1954 Hubbard Rd. Madison · OH · 44057 ## Contact us [![Brokercheck_Logo](https://blog.emvisioncapital.com/hs-fs/hubfs/Imported%20sitepage%20images/Brokercheck_Logo.png?width=119&name=Brokercheck_Logo.png "Brokercheck_Logo")](https://content.commonwealth.com/repsitecontent/Form-CRS-Online.pdf) [![riskalyze_0](https://blog.emvisioncapital.com/hs-fs/hubfs/Imported%20sitepage%20images/riskalyze_0.png?width=86&name=riskalyze_0.png "riskalyze_0")](https://brokercheck.finra.org/?ref=forexcuratorcom%20%20) [![investor360-logo](https://blog.emvisioncapital.com/hs-fs/hubfs/Imported%20sitepage%20images/investor360-logo.png?width=119&name=investor360-logo.png "investor360-logo")](https://emvisioncapital.com/riskalyze-web/) ###### [Form CRS: Client Relationship Summary](https://content.commonwealth.com/repsitecontent/Form-CRS-Online.pdf) Securities and advisory services offered through Commonwealth Financial Network®, member [FINRA](http://www.finra.org/)/[SIPC](http://www.sipc.org/), a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. This communication is strictly intended for individuals residing in the states of OH, AZ, CA, CO, DC, FL, LA, MD, MI, MS, NM, OR, PA, SC, SD, TX, VA, AL, HI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html. Copyright © 2022 EmVision Capital Advisors. 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