Total Succession
- Business · Careers, Investing
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About
So you've built a business helping others plan their future. But what's the plan for yours? Your future deserves the same attention you give your clients every day. It's time to protect what you've built and prepare for what's next. Welcome to the Total Succession Show, your resource for learning how to exit confidently, be fully compensated, and keep your clients' interests first. Hosted by veteran financial advisor Tyson Ray and co-host Kim Cochenour, each episode will help you navigate the emotional and strategic challenges of succession planning through real-life stories, insights from industry experts, and Tyson's SPACE framework: See...
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Recent episodes
- Financial Advisor Succession: Build Your Next-Gen Bench Before You Need It (with Jackie Wilke)
- Emily Stubbs And The Enterprise Value Gap ICYMI
- The Enterprise Value Gap: Why Succession Planning Fails Without De-Risking (with Emily Stubbs)
- The Exit You Actually Want — Deal Structures, Fit, and Finishing Well
- Letting Go — The Founder's Emotional Journey Through Succession
- Building a Team to Replace You: Financial Advisor Succession
- 3 Mistakes Advisors Make When Selling Their Business
- How AI Makes Your Advisory Practice More Transferable
- RIA Deal Structures Explained: Cash, Stock, and Earn-Outs
- Scale Your Firm: Turning Skills into Intellectual Property