In this episode of Advisors Off Script, Colleen Bowler shares how she built a $500 million firm—not by doing more, but by building the right team. After selling her practice, Colleen now works with advisors nationwide through Strategic Coach and C&J Innovations, helping them scale with purpose, protect their energy, and deepen client relationships using tools she developed firsthand. If you're ready to go from do-er to builder, this episode is your playbook.

Brooklyn Brock, CFP® and third-generation advisor, knows firsthand how complex exit planning can be—especially when family is involved. In this episode, she shares how her personal experience shaped a mission to help advisors plan their own transitions with clarity and intention. Whether you're years from retirement or thinking about your next move now, this conversation will shift how you think about freedom, value, and letting go.

Susan Latremoille joins Shelby Nicholl to explore the “rewirement” essential for a purposeful, fulfilling life “after work.” Together, they unpack why so many high achievers, including financial advisors, struggle after stepping away from work—and how to plan for life beyond the balance sheet, with purpose, identity, and joy at the center. If you’re an advisor helping clients exit from traditional work or an advisor nearing an exit personally, this episode is for you.