Total Succession
Episodes
Succession Planning and Legacy: What Will Your Clients Say When You're Done?
17 Mar 2026
Contributed by Lukas
You might be really successful, but if you have success without succession planning... you're failing. Tyson Ray and Kim Cochenour reveal why thinking...
Founder Dependence: The Biggest Obstacle to Your Succession Plan (and How to Fix It), with Ivan and Mariana Polic
10 Mar 2026
Contributed by Lukas
Founder dependence is often the largest obstacle to a successful succession plan, costing you your health, family time, and growth opportunities… bu...
Succession Planning vs. Industry Consolidation: Why Waiting Means Fewer Options
03 Mar 2026
Contributed by Lukas
Industry consolidation is unlike anything we've seen before, and if you're not watching closely, your succession planning won't matter because you'll ...
Succession Planning Strategy Shift: From Dictating Direction to Co-Creating the Future with Bridget Venus Grimes and Marnie Bonner
24 Feb 2026
Contributed by Lukas
Succession planning doesn't start with finding a successor… It starts with defining your vision and inviting your G2 to co-create the future of your...
Total Succession Planning: Why You'll Only Exit Once (So Do It Right)
17 Feb 2026
Contributed by Lukas
You'll only exit your practice once… so will you lead it, or will it lead you? In this interview by Kary Oberbrunner, Tyson Ray pulls back the cur...
How Money Stories Impact Succession Planning with Bill Cates
10 Feb 2026
Contributed by Lukas
What if the biggest obstacle to successful succession planning isn't strategy but the unexamined money stories running in the background? The Hidden H...
What to Do When You're Behind on Succession Planning
03 Feb 2026
Contributed by Lukas
Succession planning is often postponed, not because it's unimportant, but because taking care of clients always feels more urgent. Tyson Ray and Kim C...
The Messy Middle of Succession: Not Out, Not In, Still Here
27 Jan 2026
Contributed by Lukas
Succession planning isn't just about stepping away, it's about who you become once you stop doing everything yourself. Tyson Ray and Kim Cochenour div...
20 Years of Trial and Error: Lessons From Tyson's Personal Succession Journey
20 Jan 2026
Contributed by Lukas
Tyson Ray and Kim Cochenour discuss Tyson's 20-year journey and reveal the raw truth behind his internal succession plan, and why he eventually chose ...
Why Succession Planning Fails Financial Advisors… And How to Fix It with Jackie Wilke
13 Jan 2026
Contributed by Lukas
Succession planning succeeds or fails in just a few critical places, and most financial advisors don't realize where they're vulnerable. Tyson Ray and...
Succession Planning, Legacy, and Letting Go: The Story Behind the Total Succession Book
06 Jan 2026
Contributed by Lukas
Tyson Ray's new book, Total Succession, actually didn't start as a book idea… but as a responsibility. Kim Cochenour turns the mic on her co-host Ty...
Should You Sell Your Advisory Practice? How to Handle Unsolicited Offers
30 Dec 2025
Contributed by Lukas
When a buyer comes calling, it can feel flattering, urgent, and surprisingly emotional, but an offer is NOT a succession plan. Tyson Ray and Kim Coche...
How to Rethink Your Exit When Succession Doesn't Go as Planned
23 Dec 2025
Contributed by Lukas
Succession planning doesn't always go the way you expect… and when it falls apart, that moment can reveal the truth you've been avoiding. Tyson Ray ...
How Faith and Fit Shape a Better Succession Plan with Brian Church
16 Dec 2025
Contributed by Lukas
Succession planning isn't just a business strategy, it's an identity shift. Tyson Ray and Kim Cochenour are joined by Brian Church to explore the emot...
Before the Deal, Have the Talk: Why Succession Begins With the People You Love
09 Dec 2025
Contributed by Lukas
Succession planning doesn't start with lawyers, valuations, or deal terms (or at least, it shouldn't!)... It starts at home. Tyson Ray and Kim Cocheno...
The Next Wave of Succession: Why Advisors Are Rejoining Bigger Firms to Regain Freedom with Alex Goss
02 Dec 2025
Contributed by Lukas
Advisors are rethinking what they want their future to look like, and the old model of "go independent and grind forever" is losing its shine. Co-host...
De-Risking Your Practice: How to Build a Resilient Business Through Succession Planning
25 Nov 2025
Contributed by Lukas
When your business depends on you, it's not just exhausting… It's risky! Tyson Ray and Kim Cochenour reveal the hidden traps that quietly drain your...
Succession for Independent Advisors: 4 Key Valuation Drivers with Nate Lenz
18 Nov 2025
Contributed by Lukas
With a looming 100,000-advisor shortage, senior principals are failing to plan their own exit while misunderstanding what truly motivates the next gen...
How To Mentor the Next Generation: A 5-Stage Path to Building Advisor Talent from Within
11 Nov 2025
Contributed by Lukas
Too many founders make a critical mistake when it comes to succession: seeking a successor who's a clone of themselves. Tyson Ray and Kim Cochenour br...
The Next-Gen Blueprint: How To Identify, Empower, and Retain Talent for a Flawless Succession with Brittany Anderson
04 Nov 2025
Contributed by Lukas
Tyson Ray and Kim Cochenour are joined by Brittany Anderson of Sweet Financial to dive into why the so-called "Queen Bee Syndrome" actually kills valu...
External Succession: Decoding Aggregators, Integrators, and the Private Equity Play
28 Oct 2025
Contributed by Lukas
Tyson Ray and Kim Cochenour dive deep into the topic of external succession. You'll hear what it means to sell your practice to an outside party (like...
The Future of Succession: What Retirement, M&A, and Private Equity Mean for Advisors with Dean Smith
21 Oct 2025
Contributed by Lukas
The financial advisory industry is facing unprecedented change as succession, consolidation, and private equity reshape the landscape. Tyson Ray and K...
Internal Succession Strategies: Building a Plan That Truly Works
14 Oct 2025
Contributed by Lukas
Is internal succession really the "ideal" advisors imagine it to be? Tyson Ray and Kim Cochenour unpack the realities of selling to team members, fami...
Succession and Exit Planning: What 40% of Advisors Must Face in the Next 7 Years with Nick Arellano
07 Oct 2025
Contributed by Lukas
What's the difference between a smart succession and a rushed exit? Tyson Ray and Kim Cochenour are joined by Nick Arellano to discuss why treating yo...
The Succession Illusion: Why Your First Choice Might Not Be the Right One
30 Sep 2025
Contributed by Lukas
Are you choosing your successor out of clarity, or just comfort? In this episode, Tyson Ray and Kim Cochenour unpack the hidden traps of succession, f...
Succession Done Right: Bryan Sweet on Starting Early & Planning Ahead
23 Sep 2025
Contributed by Lukas
What if succession wasn't the end of the road, but the start of something greater? In this episode, Tyson Ray and Kim Cochenour sit down with Bryan Sw...
It’s All in Your Head: Unlocking the Value Trapped in the Founder’s Brain
16 Sep 2025
Contributed by Lukas
Is your firm’s future trapped inside your head? Tyson Ray and Kim Cochenour explore why founders who keep critical knowledge, instincts, and process...
The New Era of Succession Planning: AI, M&A, and Legacy Leadership with Ray Sclafani
09 Sep 2025
Contributed by Lukas
How will AI, private equity, and shifting demographics reshape the future of financial advisors? In this episode, Tyson Ray and Kim Cochenour sit down...
You Can’t Replace Yourself with Yourself, How To Rethink Next-Gen Leadership
02 Sep 2025
Contributed by Lukas
When it comes to succession, are you searching for a clone or the right complement? In this episode, Tyson Ray and Kim Cochenour unpack why the best s...
Succession Starts Sooner Than You Think: Lessons From 30 Years in the Industry with Duncan MacPherson
26 Aug 2025
Contributed by Lukas
What’s REALLY holding advisors back from tackling their own succession plan? Duncan MacPherson joins Tyson Ray and Kim Cochenour to unpack the minds...
Internal vs. External Succession: Choosing the Right Path to Exit
19 Aug 2025
Contributed by Lukas
Should you sell your practice to someone on your team or roll it up into a larger firm? In this episode, Tyson Ray and Kim Cochenour dive into the emo...
Succession Isn’t Just a Sale: What Advisors Miss When They Think They’re Ready with Peter Campagna
12 Aug 2025
Contributed by Lukas
Think you’re ready for succession? You might be closer than you think — or further than you realize. In this episode, Tyson Ray, Kim Cochenour, ...
Mel’s Story: The Succession Disaster I Bought and What It Taught Me
05 Aug 2025
Contributed by Lukas
What happens when an advisor spends their whole career focused on short-term gains and never plans for succession? Could you be making the same mistak...
Purpose-Focused Succession Planning for Financial Advisors with Rob Brown
29 Jul 2025
Contributed by Lukas
Are you treating your succession like a finish line — or a chance to rediscover your purpose? What if the next chapter of your business and your lif...
Don’t Forget the Clients: The Most Overlooked Part of Your Exit Plan
22 Jul 2025
Contributed by Lukas
Most advisors make their succession plan without thinking about a key player: the client. What happens when clients aren’t at the center of one’s ...
Succession, EOS, and the Power of a Plan with Andrea Schlapia
15 Jul 2025
Contributed by Lukas
Are you waiting for the “right time” to start your succession planning? Does the word “succession” feel more overwhelming than empowering? In ...
Build the Bench: Who’s Taking Over What You Built?
08 Jul 2025
Contributed by Lukas
“What would happen to your business if you weren’t around tomorrow?” That’s the key question that Tyson Ray and Kim Cochenour unpack in this e...
M&A and Your Succession Plan: From Industry Hostage to High-Value Exit with Ted Motheral
01 Jul 2025
Contributed by Lukas
Today, the financial advisors’ space is seeing the most robust M&A market in history. A tidal wave of succession planning deals is transforming the ...
Building a Sellable Business Even If You’re Not Selling Yet
24 Jun 2025
Contributed by Lukas
Succession planning isn’t just for advisors who are ready to sell – it’s for anyone who wants to build a stronger, more resilient business. In t...
What If You Don't Sell? Rethinking Succession with David Patchen
17 Jun 2025
Contributed by Lukas
What does successful succession really look like in today’s advisory landscape? Tyson Ray and Kim Cochenour sit down with Dave Patchen to explore th...
Grow Your Team or Plan Your Exit? Why Advisors Can’t Afford to Wait
10 Jun 2025
Contributed by Lukas
If your business can’t run without you, it’s not built to last…it’s as simple as that! Tyson Ray and Kim Cochenour dive into the tough but nec...
More Than a Payout: Aaron Hasler on Exit Plans That Build Buy-In
03 Jun 2025
Contributed by Lukas
What if selling your advisory business wasn’t the end, rather the beginning of something new? Tyson Ray and Kim Cochenour sit down with SkyView co-f...
You Can’t Hit a Target You Can’t See: Creating a Vision for Your Exit
27 May 2025
Contributed by Lukas
Stop your succession planning from becoming a list of regrets! Tyson Ray and Kim Cochenour tackle the overlooked, yet vital, element of vision – rev...
Always Be Ready to Sell: Why Scott Danner Built His Firm for the Exit
20 May 2025
Contributed by Lukas
The world of mergers & acquisitions can be hard to navigate. What should you think about before exiting? How can you get everyone on board, and how ca...
Succession Planning Isn’t Optional: How to Exit Your Business on Purpose
13 May 2025
Contributed by Lukas
Succession planning. Every business needs it, yet most owners don’t really think about it. But why is it important to carve out time for business su...
Total Succession - Trailer
05 May 2025
Contributed by Lukas
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...