#41 - Susan Latremoille (The Latremoille Group)

2025-05-13

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Carrie introduces Susan Latremoille, founder of Next Chapter Lifestyle Advisors. Susan shares her journey from building a successful financial advisory practice to selling it at a premium valuation. With over 40 years of experience, Susan transitioned from Merrill Lynch to entrepreneurship, ultimately exiting her company in 2019. She discusses the importance of trust and team development in her business, as well as the process of preparing for and executing a successful exit. She also works with financial advisors to enhance their client relationships beyond just financial planning. 00:30 Welcome to Th...

Carrie introduces Susan Latremoille, founder of Next Chapter Lifestyle Advisors. Susan shares her journey from building a successful financial advisory practice to selling it at a premium valuation.

With over 40 years of experience, Susan transitioned from Merrill Lynch to entrepreneurship, ultimately exiting her company in 2019. She discusses the importance of trust and team development in her business, as well as the process of preparing for and executing a successful exit.

She also works with financial advisors to enhance their client relationships beyond just financial planning.

00:30 Welcome to The Exit Whisper

00:38 Meet Susan Latremoille

02:56 Susan's Journey: From Merrill Lynch to Entrepreneurship

04:21 Building a Successful Financial Advisory Practice

10:15 The Decision to Sell: Planning and Execution

11:01 Transitioning Clients and Ensuring Continuity

16:26 Valuing the Business and Formalizing the Exit

19:14 Next Chapter: Helping Others Navigate Their Exits

25:22 Connecting with Next Chapter Lifestyle Advisors

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