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 

Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.