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Home > Financial Advisor Success > Ep 044: Structuring A Successful Internal Succession Plan As A 25-Year-Old Buyer with Jake Kuebler
Podcast: Financial Advisor Success
Episode:

Ep 044: Structuring A Successful Internal Succession Plan As A 25-Year-Old Buyer with Jake Kuebler
Category: Business
Duration: 01:42:50
Publish Date: 2017-10-31 06:00:00
Description:

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
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