Ep #66: How to Successfully Execute a Succession Plan with Jake Kuebler
Behind The Advisor · Behind The Advisor
September 21, 20161h 4m
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Show Notes
Jake Kuebler is a 30-year-old planner at the helm of the very successful, fee-only firm, Bluestem Financial Advisors. He joins the podcast this week to discuss succession plans, the future of the retainer model, and how to seamlessly manage a firm's transition in ownership.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/66