<p>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.</p> <p>You can find show notes and more information by clicking here: <a href= "https://www.xyplanningnetwork.com/66">https://www.xyplanningnetwork.com/66</a></p>

Ep #67: Alan & Kitces Unhinged: The Best Questions and Conversations from #XYPN16

Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.