September 21, 2016
Ep #66: How to Successfully Execute a Succession Plan with Jake Kuebler
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.
August 28, 2015
Ep #7: The Career of Jake Kuebler - How He Bought a Fee-Only Firm at 25 Years Old
Today's interview is one that we've been looking forward to ever since we first starting planning this show. Jake Kuebler is our guest today, and he has an awesome story that not many people have heard.
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