XYPN Radio / Joe Messinger

September 21, 2016

Ep #66: How to Successfully Execute a Succession Plan with Jake Kuebler

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.

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September 14, 2016

Ep #65: Developing a Specialty Service Around College Planning

Ep #65: Developing a Specialty Service Around College Planning

We routinely receive requests for more shows with established planners who've found success implementing the strategies we champion, especially around defining your niche.

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