Description

She walked away from $330M in assets—because her values no longer fit the system. If you're in leadership and feel the pressure of scale over service, this interview will challenge how you define success.In this episode of Coffee With Closers, we dive into Lauren’s journey from high-powered financial advisor to values-first entrepreneur. You’ll learn how to lead through change, serve with integrity, and build systems that last.Here’s what you’ll walk away with:

• Why traditional business models break under generational shifts—and how to future-proof yours
• A framework for aligning personal values with long-term planning (for teams and clients)
• How to lead through capacity, burnout, and reinvention
• The hidden cost of scale—and why small, strategic teams win in the long run
• A roadmap for legacy-driven leadership in a metrics-obsessed world

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