Total Succession

Tyson Ray

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...

About PodLP

PodLP is the leading podcast app for feature phones. With 10M+ installs in nearly every country, PodLP is available for KaiOS on the KaiStore and JioStore, as well as Cloud Phone and Android. If you're interested in promoting "Total Succession" on PodLP, contact sales@podlp.com.

Screenshots are mockup renders of PodLP for KaiOS. Actual design may vary based on platform, operating system, and app version.

Total Succession

Episodes (54)

Tuesday The Top 3 Reasons Advisors Avoid Succession Planning (and What’s Really Behind It)
Tue May 5th The Retirement Planning Approach to Succession Planning with Jeremy Keil
Apr 28th Stop Delaying Your Exit: How Early Succession Planning Changes Everything

Total Succession

May 12, 2026
14¼ minutes
20 MB

Why do advisors who excel at guiding clients through retirement planning struggle to start their own succession planning? Tyson Ray and Kim Cochenour, along with Aaron Hasler and Andrea Schlapia, explore the three reasons why advisors don’t get around to it. You’ll hear about the #1 challenge for advisors, why and how “business exit” should be reframed, and why failing to treat succession planning like the process it is leads to value erosion. Tyson Ray and Kim Cochenour look at why advisors seem to struggle to get their own succession planning process started.Tyson an...

Total Succession

The Top 3 Reasons Advisors Avoid Succession Planning (and What’s Really Behind It)

Tyson Ray

00:00 -14:13