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
Behind The Advisor