Ep 044: Structuring A Successful Internal Succession Plan As A 25-Year-Old Buyer with Jake Kuebler
Financial Advisor Success · Michael Kitces
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Show Notes
At the age of 30 he has already executed a successful succession plan and more than doubled the size of the practice. He explains the unique structure of the company and goes into detail about the succession plan he was a part of.
Jake talks about the up-front payment system they have and how it works for the variety of clients they serve. services they provide and how they help both the client and them as a business. He also talks about how important tracking, systematizing and creating processes is crucial to the success of the practice.
For show notes and more visit https://www.kitces.com/44