{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Growth-Drive Hot Seat","title":"What Happens After the Deal Closes? With Susan Latremoille","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/bf958cce\"></iframe>","width":"100%","height":180,"duration":2308,"description":"Contact Susan: susan@nextchapterlifestyleadvisors.com\nLearn more about Next Chapter Lifestyle Advisors at nextchapterlifestyleadvisors.com \nIn this episode, Susan Latremoille, a seasoned wealth advisor turned lifestyle and transition coach, shares her profound insights on how financial advisors can build everlasting client relationships, integrate personal life planning, and help clients live richly beyond wealth. Discover themes of relevance, purpose, and legacy that transform the traditional approach to wealth management.\nKeywords\nImmortal Client Relationships, Rich Life, Wealth Management, Personal Planning, Happiness Portfolio, Succession Planning, Transition Coaching, Holistic Advising, Legacy Planning, Financial Advisors\nChapters\n00:00 Introduction to Next Chapter Lifestyle Advisors\n03:55 The Role of Financial Advisors in Personal Planning\n06:59 Transitioning from Wealth Advisor to Lifestyle Coach\n09:49 The Importance of Purpose and Legacy\n13:10 Engaging Clients in the Next Chapter Game Plan\n15:56 Identifying Red Flags in Business Exits\n18:56 The Emotional Challenges of Exiting a Business\n21:54 The SIPs Framework for Business Owners\n24:58 The Importance of Spousal Involvement in Planning\n28:03 Creating a Balanced Happiness Portfolio\n31:04 Conclusion and Future Opportunities","thumbnail_url":"https://img.transistorcdn.com/oq6A8unJVLUXG0WxXMVNWhEhL_wTayGLRUErnhrAMhY/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zNTAz/Zjg2OGIyMzg3MTEx/ZmYwYzYzM2ZiZWEz/NWRhMC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}