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Insights to Elevate Your Advisory Practice

Exit Planning Shelby Nicholl Exit Planning Shelby Nicholl

Does Life End with Retirement, or Can We Rewire?

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.

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