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From Burnout to Breakaway: Rebuilding to $200MM in Under 18 Months
Manage episode 514714561 series 3565060
เนื้อหาจัดทำโดย Shelby Nicholl เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Shelby Nicholl หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.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 ตอน
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