Are you a NextGen Professional filled with hopes, dreams AND uncertainty?

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Many NexGen professionals find themselves at a crossroads, wondering whether they are in the right place, with the right people and on the right path for them.
A common challenge: How to confidently navigate their own career path as an advisor and tricky dynamics with firm owners to pursue ownership… or not.

If this resonates with you, you’re not alone!

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Recent surveys show that 73% of independent advisors have no succession plan…AND 96% of team members, including successors, feel a sense of risk and uncertainty due to lack of communication or consideration regarding planning.

 

 

I help NexGen leaders leverage the power of the Triple Win Succession Formula to become the “succession ready” leaders their business requires. A win for you, firm founders, and your clients.

Is this you?

  • You have been in your professional career for 8+years
  • You feel purpose in your work, even if you’re not in the ideal situation
  • You are not a voting shareholder in the business you currently work for
  • You are READY to grow as a leader taking charge of your potential and impact

If the answer is “yes,” you’re what I call a “NextGen” professional.

 Vision. Passion. Purpose.


Growing a successful practice takes incredible focus and energy. LEADING a successful business requires a LEADERSHIFT from traditional ways of being and doing:

  • Rush and crush of a singular focus on growth
  • New investments: Time, energy, dollars committed to professional development
  • Transparent, effective communication that engages ALL stakeholders, including the team to cultivate trust, rapport and buy-in essential for achieving successful outcomes for all.

More contribution.

More impact.

More inclusion.

More financial success.

Let’s connect for a 40-minute “get acquainted” call. I’ve been there too!

 IMAGINE with me:

  • No more uncertainty about whether you’re in the right place
  • No more anxiety around feeling “stuck”
  • No more worrying about your future financial security
  • No more feeling like your hard work is unappreciated

 WORK with me:

  • Create a clear vision for your career AND your life
  • Enjoy peace of mind knowing you have a solid plan in place
  • Have a strategic partner in your corner supporting YOU
  • Grow your communication skills so that you are able to navigate your company culture with confidence

Don’t sell yourself short.

Get support. Get clarity. Get going.

Schedule a call

My coaching works because I’m your champion, your confidante, and your strategic partner. I’ll hold you accountable to your vision — the truth of what you want — so you can stop settling and get after it.

Hear it from your peers:

  • Laurie has helped me find meaning and purpose to what I do. She has taught me how to use my core values to make decisions; and to not make decisions out of fear or because I ‘should’. Through this process Laurie has helped me discover who I am and where I am going; it’s quite powerful, really. I am aware, now, of the freedom I have to choose and to change; freedom I didn’t really recognize before Laurie’s coaching. With Laurie’s help, I have created a personal mission statement. It unraveled for me a very definite path that helped me recognize why I do what I do and what energizes me - Laurie will call this ‘this juice of life’. So eye opening and enlightening!

    Sue B. Minneapolis

You can do this. I can help.

Let’s start the conversation