Years ago, Susan Latremoille thought to combine the benefits of working for a large organization with the freedom of doing her own thing. Now, she runs a wealth management advising company with her partner. In this episode, Susan shares how she became an entrepreneur, how she realized she was an entrepreneur, and what’s helped her find both business success and balance in her life.

Here's some of what you'll learn in this episode:

• How Susan’s company is on the ground floor of a new industry, retirement lifestyle planning.
• What gave Susan her first insight into entrepreneurism.
• Why Susan likes to push people beyond their comfort level.
• How The Strategic Coach® Program has been fundamental to Susan’s success in business and life.
• How Next Chapter Lifestyle Advisors are helping financial advisors provide value to clients.
• Why hiring team members is an investment.

Show Notes:

Retirement works better if you have a plan.

A lot of things that are happening in the world of technology are automating the role of a financial advisor.

Being a financial advisor is extremely entrepreneurial because you don’t get handed clients.

Very few clients want to know the ins and outs of how markets work.

Instead of competing, you can turn your competitors into your clients.

The role of a good financial advisor is to understand the clients’ needs and bring them information in a way that’s meaningful and helpful to them.

Financial advisors aren’t typically trained in the softer, more human elements of their roles.

You have to understand the life of the client before you can do a meaningful financial plan for them.

Financial products more or less sell themselves because they are driven by the financial plan. 

Resources:

The RichLife: Managing Wealth and Purpose by Susan Latremoille

9 Steps to a RichLife Retirement by Susan Latremoille

Deep D.O.S. Innovation by Dan Sullivan

Unique Ability®

Who Not How by Dan Sullivan and Dr. Benjamin Hardy