Description

For many high-performing professionals (yes, even financial advisors), exiting a career isn’t the easy slide into golf, leisure, and legacy we imagine. In fact, it often triggers boredom, loss of identity, and a surprising lack of fulfillment—even when the money is more than enough.

This week on the Kick It Open podcast, host Shelby Nicholl is joined by Susan Latremoille, co-founder of Next Chapter Lifestyle Advisors and faculty at the Exit Planning Institute. Susan spent over 35 years as a top financial advisor before turning her focus to the non-financial side of retirement.

She now teaches others how to navigate the emotional and psychological transition of exiting a business or a career—and she was a key influence in Shelby’s own decision to pursue the CEPA designation.

In this episode:

• Why the wealth management industry is facing a retirement crisis
• The real reasons advisors stay past their prime
• How to prepare clients (and ourselves) for what's next
• The S.I.P.S. Framework: Social, Identity, Purpose, and Structure
• The Happiness Portfolio: Why diversified lives matter just as much as diversified investments

This conversation is a must-listen for any advisor planning succession—or realizing they might need to.

Learn more at MurielConsulting.com 

Schedule a discovery call with Shelby Nicholl: Zoom Scheduler

Produced by Shelby Nicholl.
Edited by Aaron Sherman.

Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU