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From Burnout to Breakaway: Rebuilding to $200MM in Under 18 Months
Manage episode 514714561 series 3565060
Shelby Nicholl에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Shelby Nicholl 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Sometimes, you don’t get to casually consider change. Sometimes, you hit a wall and realize...it’s just not working anymore. That’s what happened to Lauren Williams, Co-Founder and Co-CEO of Prosper Plan Wealth, based in Sacramento.
After a decade at a major firm managing a $300 million book, everything shifted—the culture, the leadership, and ultimately, Lauren herself. Burnout set in, and staying was no longer an option. But instead of leaping on instinct, she built a detailed forecast of what might follow her and what she’d need to rebuild.
It worked. Lauren co-founded a thriving, award-winning firm, reignited her purpose, and brought her true client community with her—all while partnering with New Edge Advisors, an RIA platform built for independent financial advisors.
In this episode of Advisors Off Script: Stories from the Independent Front Lines, host Shelby Nicholl of Muriel Consulting talks with Lauren about her journey of resilience, rebuilding to $200 Million in under 18 months, and reclaiming her freedom to serve clients her way.
If you’ve ever wondered what it really takes to walk away from corporate comfort and build something entirely your own—this conversation is your blueprint for going off script.
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
33 에피소드
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