{"podcast":{"title":"Financial Advisor Success","slug":"financial-advisor-success-1002597","podcast_index_feed_id":1002597,"rss_url":"https://fasuccess.libsyn.com/rss","website_url":"https://www.kitces.com/podcast/","image_url":"https://static.libsyn.com/p/assets/9/c/f/5/9cf5890398ef9d2d/Kitces_Podcast_Logo_-_UPDATED_-_LARGE.png","author":"Michael Kitces","episode_count":507,"summary":"The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd's Eye View at www.Kitces.com.","last_synced_at":"2026-09-16T02:19:49.350372+00:00","page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597"},"episode":{"title":"Ep 501: Navigating Succession Planning That Doesn't Turn Out As Expected (Even When You're Doing Everything Right) with Rick Kahler","slug":"ep-501-navigating-succession-planning-that-doesn-t-turn-out-as-expected-even-when-you-re-doing-everything-right-with-rick-kahler","published_at":"2026-08-04T11:00:00+00:00","page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597/ep-501-navigating-succession-planning-that-doesn-t-turn-out-as-expected-even-when-you-re-doing-everything-right-with-rick-kahler","show_page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597","url":"https://fasuccess.libsyn.com/ep-501-navigating-succession-planning-that-doesnt-turn-out-as-expected-even-when-youre-doing-everything-right-with-rick-kahler","audio_url":"https://media.blubrry.com/financial_advisor_success/traffic.libsyn.com/secure/fasuccess/FAS501_final.mp3?dest-id=395010","summary":"You can take all the 'right' steps for succession planning… and it still might not go according to plan. After building an RIA managing approximately $300 million in assets for 130 client households, today's guest discovered that even the most carefully considered succession plans can unravel, forcing firm owners to adapt and rethink their future. Rick Kahler is the founder of Kahler Financial Group in Rapid City, South Dakota, and he joins the show to share the candid story of his decade-long succession journey. Listen in to learn why succession planning should begin years before an anticipated transition, how to structure partnership discussions to prepare for unexpected outcomes, and what Rick learned after multiple succession attempts before ultimately completing a successful sale to an external buyer. Whether you're years away from stepping back or just beginning to think about your firm's future, this conversation offers practical lessons on preparing your business and protecting your legacy. For show notes and more visit: https://www.kitces.com/501","meta_description":"You can take all the 'right' steps for succession planning… and it still might not go according to plan. After building an RIA managing approximately $300…","key_points":[],"chapters":[],"topics":[],"duration_seconds":5385,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/ep-501-navigating-succession-planning-that-doesn-t-turn-out-as-expected-even-when-you-re-doing-everything-right-with-rick-kahler/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/financial-advisor-success-1002597/ep-501-navigating-succession-planning-that-doesn-t-turn-out-as-expected-even-when-you-re-doing-everything-right-with-rick-kahler.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}