Total Succession
By Tyson Ray
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Episodes: 54
Description
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.
| Episode | Date |
|---|---|
|
The Top 3 Reasons Advisors Avoid Succession Planning (and What’s Really Behind It)
|
May 12, 2026 |
|
The Retirement Planning Approach to Succession Planning with Jeremy Keil
|
May 05, 2026 |
|
Stop Delaying Your Exit: How Early Succession Planning Changes Everything
|
Apr 28, 2026 |
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15 Acquisitions Later: What Makes an Advisory Firm Sellable with Vlad Zherenovsky
|
Apr 21, 2026 |
|
The Succession Planning Crunch: Attrition Is Not a Strategy (Here’s What Is)
|
Apr 14, 2026 |
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The Branding Question That Defines Succession Planning with Mike Saunders
|
Apr 07, 2026 |
|
The New Succession Planning Playbook: More Options Than Ever (If You Start Early)
|
Mar 31, 2026 |
|
Succession in the Age of RIA Consolidation: What Advisors Need to Know Before Selling with Chuck Failla
|
Mar 24, 2026 |
|
Succession Planning and Legacy: What Will Your Clients Say When You're Done?
|
Mar 17, 2026 |
|
Founder Dependence: The Biggest Obstacle to Your Succession Plan (and How to Fix It), with Ivan and Mariana Polic
|
Mar 10, 2026 |
|
Succession Planning vs. Industry Consolidation: Why Waiting Means Fewer Options
|
Mar 03, 2026 |
|
Succession Planning Strategy Shift: From Dictating Direction to Co-Creating the Future with Bridget Venus Grimes and Marnie Bonner
|
Feb 24, 2026 |
|
Total Succession Planning: Why You'll Only Exit Once (So Do It Right)
|
Feb 17, 2026 |
|
How Money Stories Impact Succession Planning with Bill Cates
|
Feb 10, 2026 |
|
What to Do When You're Behind on Succession Planning
|
Feb 03, 2026 |
|
The Messy Middle of Succession: Not Out, Not In, Still Here
|
Jan 27, 2026 |
|
20 Years of Trial and Error: Lessons From Tyson's Personal Succession Journey
|
Jan 20, 2026 |
|
Why Succession Planning Fails Financial Advisors… And How to Fix It with Jackie Wilke
|
Jan 13, 2026 |
|
Succession Planning, Legacy, and Letting Go: The Story Behind the Total Succession Book
|
Jan 06, 2026 |
|
Should You Sell Your Advisory Practice? How to Handle Unsolicited Offers
|
Dec 30, 2025 |
|
How to Rethink Your Exit When Succession Doesn't Go as Planned
|
Dec 23, 2025 |
|
How Faith and Fit Shape a Better Succession Plan with Brian Church
|
Dec 16, 2025 |
|
Before the Deal, Have the Talk: Why Succession Begins With the People You Love
|
Dec 09, 2025 |
|
The Next Wave of Succession: Why Advisors Are Rejoining Bigger Firms to Regain Freedom with Alex Goss
|
Dec 02, 2025 |
|
De-Risking Your Practice: How to Build a Resilient Business Through Succession Planning
|
Nov 25, 2025 |
|
Succession for Independent Advisors: 4 Key Valuation Drivers with Nate Lenz
|
Nov 18, 2025 |
|
How To Mentor the Next Generation: A 5-Stage Path to Building Advisor Talent from Within
|
Nov 11, 2025 |
|
The Next-Gen Blueprint: How To Identify, Empower, and Retain Talent for a Flawless Succession with Brittany Anderson
|
Nov 04, 2025 |
|
External Succession: Decoding Aggregators, Integrators, and the Private Equity Play
|
Oct 28, 2025 |
|
The Future of Succession: What Retirement, M&A, and Private Equity Mean for Advisors with Dean Smith
|
Oct 21, 2025 |
|
Internal Succession Strategies: Building a Plan That Truly Works
|
Oct 14, 2025 |
|
Succession and Exit Planning: What 40% of Advisors Must Face in the Next 7 Years with Nick Arellano
|
Oct 07, 2025 |
|
The Succession Illusion: Why Your First Choice Might Not Be the Right One
|
Sep 30, 2025 |
|
Succession Done Right: Bryan Sweet on Starting Early & Planning Ahead
|
Sep 23, 2025 |
|
It's All in Your Head: Unlocking the Value Trapped in the Founder's Brain
|
Sep 16, 2025 |
|
The New Era of Succession Planning: AI, M&A, and Legacy Leadership with Ray Sclafani
|
Sep 09, 2025 |
|
You Can't Replace Yourself with Yourself, How To Rethink Next-Gen Leadership
|
Sep 02, 2025 |
|
Succession Starts Sooner Than You Think: Lessons From 30 Years in the Industry with Duncan MacPherson
|
Aug 26, 2025 |
|
Internal vs. External Succession: Choosing the Right Path to Exit
|
Aug 19, 2025 |
|
Succession Isn't Just a Sale: What Advisors Miss When They Think They're Ready with Peter Campagna
|
Aug 12, 2025 |
|
Mel's Story: The Succession Disaster I Bought and What It Taught Me
|
Aug 05, 2025 |
|
Purpose-Focused Succession Planning for Financial Advisors with Rob Brown
|
Jul 29, 2025 |
|
Don't Forget the Clients: The Most Overlooked Part of Your Exit Plan
|
Jul 22, 2025 |
|
Succession, EOS, and the Power of a Plan with Andrea Schlapia
|
Jul 15, 2025 |
|
Build the Bench: Who's Taking Over What You Built?
|
Jul 08, 2025 |
|
M&A and Your Succession Plan: From Industry Hostage to High-Value Exit with Ted Motheral
|
Jul 01, 2025 |
|
Building a Sellable Business Even If You're Not Selling Yet
|
Jun 24, 2025 |
|
What If You Don't Sell? Rethinking Succession with David Patchen
|
Jun 17, 2025 |
|
Grow Your Team or Plan Your Exit? Why Advisors Can't Afford to Wait
|
Jun 10, 2025 |
|
More Than a Payout: Aaron Hasler on Exit Plans That Build Buy-In
|
Jun 03, 2025 |
|
You Can't Hit a Target You Can't See: Creating a Vision for Your Exit
|
May 27, 2025 |
|
Always Be Ready to Sell: Why Scott Danner Built His Firm for the Exit
|
May 20, 2025 |
|
Succession Planning Isn't Optional: How to Exit Your Business on Purpose
|
May 13, 2025 |
|
Total Succession - Trailer
|
May 05, 2025 |