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Advisor Exit Guide is a business consulting service dedicated to guiding owners of financial advisor practices to exit their businesses so all the stakeholders – clients, team, seller and buyer – win on the way out. Founder Steve Juetten, CFP® has served clients as a fee-only and fiduciary financial advisor since 2001. In this capacity, his firm was recognized for business innovation by the Bellevue Chamber of Commerce and also named among the top wealth management companies in the Seattle, WA region for client satisfaction by Seattle Magazine. His financial planning perspectives have been featured on Forbes, the PBS blog, and the Seattle Post-Intelligencer, among other national and regional publications. Juetten was the principal of his own advisor practice. Five years before he targeted his exit from the financial planning field, Steve set in motion a plan to find a “best fit” for his clients, team members and buyers of his business. He accomplished the first phase of his exit plan in 2020 amidst the COVID-19 pandemic and the remainder of his goal is ongoing as he supports his former clients, team members and business buyers. Prior to starting, growing and exiting his financial advisory practice, Juetten served as a project manager for Fortune 500 companies across industries ranging from health care to technology and energy for 25 years, working with organizations and executives to navigate the nuances of employee benefit communications, compensation, and conflict resolution.


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Nancy Juetten
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Steve Juetten, CFP® reveals 5 mistakes for financial advisors to avoid when selling their practices

More Released on October 12, 2022