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Total Succession
Tyson Ray and Kim Cochenour
36 episodes
4 days ago
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, Prepare, Act, Commit, Exit. Tune in each week and head to totalsuccession.com for free tools to help you start preparing for what's next.
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Business,
Investing
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All content for Total Succession is the property of Tyson Ray and Kim Cochenour and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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, Prepare, Act, Commit, Exit. Tune in each week and head to totalsuccession.com for free tools to help you start preparing for what's next.
Show more...
Careers
Business,
Investing
Episodes (20/36)
Total Succession
Succession Planning, Legacy, and Letting Go: The Story Behind the Total Succession Book
5 days ago
21 minutes 35 seconds

Total Succession
Should You Sell Your Advisory Practice? How to Handle Unsolicited Offers
1 week ago
28 minutes 6 seconds

Total Succession
How to Rethink Your Exit When Succession Doesn't Go as Planned
2 weeks ago
17 minutes 29 seconds

Total Succession
How Faith and Fit Shape a Better Succession Plan with Brian Church
3 weeks ago
53 minutes 56 seconds

Total Succession
Before the Deal, Have the Talk: Why Succession Begins With the People You Love
1 month ago
21 minutes 21 seconds

Total Succession
The Next Wave of Succession: Why Advisors Are Rejoining Bigger Firms to Regain Freedom with Alex Goss
1 month ago
52 minutes 18 seconds

Total Succession
De-Risking Your Practice: How to Build a Resilient Business Through Succession Planning
1 month ago
22 minutes 23 seconds

Total Succession
Succession for Independent Advisors: 4 Key Valuation Drivers with Nate Lenz
1 month ago
46 minutes 19 seconds

Total Succession
How To Mentor the Next Generation: A 5-Stage Path to Building Advisor Talent from Within
2 months ago
25 minutes 29 seconds

Total Succession
The Next-Gen Blueprint: How To Identify, Empower, and Retain Talent for a Flawless Succession with Brittany Anderson
2 months ago
51 minutes 26 seconds

Total Succession
External Succession: Decoding Aggregators, Integrators, and the Private Equity Play
2 months ago
32 minutes 7 seconds

Total Succession
The Future of Succession: What Retirement, M&A, and Private Equity Mean for Advisors with Dean Smith
2 months ago
40 minutes 4 seconds

Total Succession
Internal Succession Strategies: Building a Plan That Truly Works
3 months ago
22 minutes 34 seconds

Total Succession
Succession and Exit Planning: What 40% of Advisors Must Face in the Next 7 Years with Nick Arellano
3 months ago
52 minutes 24 seconds

Total Succession
The Succession Illusion: Why Your First Choice Might Not Be the Right One
3 months ago
20 minutes 57 seconds

Total Succession
Succession Done Right: Bryan Sweet on Starting Early & Planning Ahead
3 months ago
42 minutes 13 seconds

Total Succession
It's All in Your Head: Unlocking the Value Trapped in the Founder's Brain
3 months ago
19 minutes 1 second

Total Succession
The New Era of Succession Planning: AI, M&A, and Legacy Leadership with Ray Sclafani
4 months ago
54 minutes 19 seconds

Total Succession
You Can't Replace Yourself with Yourself, How To Rethink Next-Gen Leadership
4 months ago
23 minutes 1 second

Total Succession
Succession Starts Sooner Than You Think: Lessons From 30 Years in the Industry with Duncan MacPherson
4 months ago
53 minutes 21 seconds

Total Succession
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, Prepare, Act, Commit, Exit. Tune in each week and head to totalsuccession.com for free tools to help you start preparing for what's next.