Advisors Off Script

Do You Have the Courage to be CEO?


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At just 21, Lauren Oschman started her career as a financial advisor. Years later, she made an even bolder move—launching her own firm and stepping into the CEO role. But leadership isn’t just about titles. It takes vision, resilience, and the courage to own your success.

In this episode of Kick It Open, host Shelby Nicholl sits down with Lauren, now CEO of Vestia Wealth Advisors, to talk about what it really takes to step up, own your expertise, and lead with confidence. She shares her journey from advisor to CEO, how she built a niche serving physician clients, and the mindset shifts that helped her break barriers in a male-dominated industry.

💡 If you've ever questioned whether you have what it takes to lead, this episode will challenge and inspire you.

🔹 Episode Highlights:

🔥 00:00 The Courage to Become CEO
🚀 02:15 Starting in Wealth Management at 21
💡 03:43 Launching a Firm & Carving a Niche
💎 06:11 Breaking Through Industry Challenges
🎯 07:30 Why Niching Down Leads to Growth
🤝 13:18 Building Trust & Deep Client Relationships
📈 25:29 Stepping into the CEO Role with Confidence
⚖️ 35:10 The Reality of Balancing Leadership & Life
🎭 43:36 Glass Balls vs. Rubber Balls: What Really Matters

This conversation will challenge you to think bigger, lead boldly, and step into the role you were meant for.

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

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Advisors Off ScriptBy Shelby Nicholl

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