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  "@context": "https://schema.org",
  "@graph": [
    {
      "@type": "Organization",
      "@id": "https://gocontinuity.com/#org",
      "name": "Continuity",
      "url": "https://gocontinuity.com/",
      "telephone": "+14806310700",
      "address": {
        "@type": "PostalAddress",
        "addressLocality": "Chandler",
        "addressRegion": "AZ",
        "postalCode": "85224",
        "addressCountry": "US"
      },
      "description": "Continuity provides advisor transition execution—operational support for financial advisors moving firms, platforms, or custodians."
    },
    {
      "@type": "WebSite",
      "@id": "https://gocontinuity.com/#website",
      "url": "https://gocontinuity.com/",
      "name": "Continuity",
      "publisher": { "@id": "https://gocontinuity.com/#org" },
      "inLanguage": "en"
    },
    {
      "@type": "WebPage",
      "@id": "https://gocontinuity.com/client-data-preparation/#webpage",
      "url": "https://gocontinuity.com/client-data-preparation/",
      "name": "Client Data Preparation | Continuity",
      "isPartOf": { "@id": "https://gocontinuity.com/#website" },
      "about": { "@id": "https://gocontinuity.com/#org" },
      "inLanguage": "en",
      "description": "Pre-resignation client data preparation to reduce re-papering, surface authority and registration requirements early, and prevent transfer stalls during advisor transitions."
    },
    {
      "@type": "Service",
      "@id": "https://gocontinuity.com/client-data-preparation/#service",
      "name": "Client Data Preparation for Advisor Transitions",
      "serviceType": "Pre-resignation data readiness for advisor transitions",
      "provider": { "@id": "https://gocontinuity.com/#org" },
      "areaServed": "US",
      "description": "Pre-resignation client data preparation including household and registration mapping, authority and supporting document staging, packet routing readiness, and exception preview to reduce rework and client friction."
    },
    {
      "@type": "FAQPage",
      "@id": "https://gocontinuity.com/client-data-preparation/#faq",
      "mainEntity": [
        {
          "@type": "Question",
          "name": "What’s the fastest way to create second-wave paperwork?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Sending packets before authority and registration requirements are staged—especially trusts, entities, and POAs. Late discovery triggers re-papering and repeated client outreach."
          }
        },
        {
          "@type": "Question",
          "name": "Why do high-touch clients react so strongly to re-papering?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Re-papering signals a lack of control. Even small issues can reduce confidence when clients are asked multiple times. Clean data and staged requirements reduce the number of client touches needed to complete the move."
          }
        },
        {
          "@type": "Question",
          "name": "What data issues cause transfers to stall after submission?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Registration mismatches, missing supporting documents, signer authority issues, and exception categories that weren’t previewed. Without tracking and follow-through, stalls become vague status instead of actionable next steps."
          }
        },
        {
          "@type": "Question",
          "name": "Is client data prep separate from readiness?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Data prep is a core part of readiness. Readiness clarifies scope and risks; data prep stages the information so execution can happen without churn."
          }
        },
        {
          "@type": "Question",
          "name": "What’s the best next step if we want help with this?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Schedule the Transition Readiness Assessment to map book complexity, identify data gaps that will create rework, and define the execution plan before packets go out."
          }
        }
      ]
    },
    {
      "@type": "BreadcrumbList",
      "@id": "https://gocontinuity.com/client-data-preparation/#breadcrumbs",
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        { "@type": "ListItem", "position": 2, "name": "Client Data Preparation", "item": "https://gocontinuity.com/client-data-preparation/" }
      ]
    }
  ]
}/* End custom CSS */