Jake Kuebler
4 Podcast Episodes
Ep. #21: The Case for the Retainer Model - Jake Kuebler, CFP®, EA
Ep. #21: The Case for the Retainer Model - Jake Kuebler, CFP®, EA
AUM model, commissions, hourly fee, flat fee, retainer model... there are so many ways that financial advisors charge fo... Read more
19 Apr 2022
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37mins
Ep 044: Structuring A Successful Internal Succession Plan As A 25-Year-Old Buyer with Jake Kuebler
Ep 044: Structuring A Successful Internal Succession Plan As A 25-Year-Old Buyer with Jake Kuebler
At the age of 30 he has already executed a successful succession plan and more than doubled the size of the practice. He... Read more
31 Oct 2017
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1hr 42mins
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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... Read more
21 Sep 2016
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1hr 4mins
Ep #7: The Career of Jake Kuebler - How He Bought a Fee-Only Firm at 25 Years Old
Ep #7: The Career of Jake Kuebler - How He Bought a Fee-Only Firm at 25 Years Old
Today's interview is one that we've been looking forward to ever since we first starting planning this show. Jake Kueble... Read more
28 Aug 2015
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1hr 2mins
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