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#62 - Nicole Meihofer (Aurélien Capital Partners)
In this episode, Nicole opens up about the hardest year of her life, balancing motherhood, money, and a messy business breakup, and how she found the strength to start over and build something entirely her own.
2:02 Nicole’s Journey Into Wealth Management
5:37 Transitioning Into An Independent Advisory Firm
6:27 Stepping Fully Into The Independent World
7:34 Building A Niche Focused On Professional Athletes
8:10 Supporting Exonerees With Their Financial Needs
10:50 Considering Leaving The Firm For Personal Reasons
12:33 Learning To Parent A Special Needs Child
14:00 Concerns Over A Partner’s Financial Decisions
17:40 Realizing It Was Time To Leave The Partnership
18:40 Embracing Full Independence In Her Business
20:00 Clients Rallying Behind Her During The Transition
21:40 Negotiating Exit Terms With Her Business Partner
24:28 Selling A Portion Of The Business
25:07 Acquiring Additional Wealth Management Firms
27:54 Lessons Learned From Business Partnerships
29:50 The Importance Of Strong Financial Planning
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By Carrie Kerpen
5
3636 ratings
In this episode, Nicole opens up about the hardest year of her life, balancing motherhood, money, and a messy business breakup, and how she found the strength to start over and build something entirely her own.
2:02 Nicole’s Journey Into Wealth Management
5:37 Transitioning Into An Independent Advisory Firm
6:27 Stepping Fully Into The Independent World
7:34 Building A Niche Focused On Professional Athletes
8:10 Supporting Exonerees With Their Financial Needs
10:50 Considering Leaving The Firm For Personal Reasons
12:33 Learning To Parent A Special Needs Child
14:00 Concerns Over A Partner’s Financial Decisions
17:40 Realizing It Was Time To Leave The Partnership
18:40 Embracing Full Independence In Her Business
20:00 Clients Rallying Behind Her During The Transition
21:40 Negotiating Exit Terms With Her Business Partner
24:28 Selling A Portion Of The Business
25:07 Acquiring Additional Wealth Management Firms
27:54 Lessons Learned From Business Partnerships
29:50 The Importance Of Strong Financial Planning
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