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          "name": "How do we avoid clients feeling “sold” in an acquisition?",
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            "text": "Lead with continuity and outcomes, not credentials. Use a seller-led warm handoff for top households, keep every message to one simple next step, and run a disciplined follow-up cadence. Operationally, keep paperwork clean, track exceptions, and provide milestone-based updates so clients feel guided."
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            "text": "Common slowdowns include registration mismatches, missing supporting documents for trusts/entities/POAs, money movement dependencies, and inconsistent packets that create rework and exception churn. Real timelines are driven by signatures and exceptions, so early household mapping and packet QC matter."
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            "text": "Continuity provides operational transition execution support: household mapping, data organization, packet QC, signature routing, transfer tracking, exception management, and completion tail follow-through—working alongside buyer/seller teams and relevant platform/custodian workflows."
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