<p>In this episode, Nicole opens up about the hardest year of her life, balancing motherhood, money, and a messy business breakup, and how she found the strength to start over and build something entirely her own.<br>
<br>
<br>
2:02 Nicole’s Journey Into Wealth Management  <br>
5:37 Transitioning Into An Independent Advisory Firm  <br>
6:27 Stepping Fully Into The Independent World  <br>
7:34 Building A Niche Focused On Professional Athletes  <br>
8:10 Supporting Exonerees With Their Financial Needs  <br>
10:50 Considering Leaving The Firm For Personal Reasons  <br>
12:33 Learning To Parent A Special Needs Child  <br>
14:00 Concerns Over A Partner’s Financial Decisions  <br>
17:40 Realizing It Was Time To Leave The Partnership  <br>
18:40 Embracing Full Independence In Her Business  <br>
20:00 Clients Rallying Behind Her During The Transition  <br>
21:40 Negotiating Exit Terms With Her Business Partner  <br>
24:28 Selling A Portion Of The Business  <br>
25:07 Acquiring Additional Wealth Management Firms  <br>
27:54 Lessons Learned From Business Partnerships  <br>
29:50 The Importance Of Strong Financial Planning  <br>
<br>
</p>

The Exit Whisperer

Carrie Kerpen

#62 - Nicole Meihofer (Aurélien Capital Partners)

NOV 4, 202529 MIN
The Exit Whisperer

#62 - Nicole Meihofer (Aurélien Capital Partners)

NOV 4, 202529 MIN

Description

<p>In this episode, Nicole opens up about the hardest year of her life, balancing motherhood, money, and a messy business breakup, and how she found the strength to start over and build something entirely her own.<br> <br> <br> 2:02 Nicole’s Journey Into Wealth Management  <br> 5:37 Transitioning Into An Independent Advisory Firm  <br> 6:27 Stepping Fully Into The Independent World  <br> 7:34 Building A Niche Focused On Professional Athletes  <br> 8:10 Supporting Exonerees With Their Financial Needs  <br> 10:50 Considering Leaving The Firm For Personal Reasons  <br> 12:33 Learning To Parent A Special Needs Child  <br> 14:00 Concerns Over A Partner’s Financial Decisions  <br> 17:40 Realizing It Was Time To Leave The Partnership  <br> 18:40 Embracing Full Independence In Her Business  <br> 20:00 Clients Rallying Behind Her During The Transition  <br> 21:40 Negotiating Exit Terms With Her Business Partner  <br> 24:28 Selling A Portion Of The Business  <br> 25:07 Acquiring Additional Wealth Management Firms  <br> 27:54 Lessons Learned From Business Partnerships  <br> 29:50 The Importance Of Strong Financial Planning  <br> <br> </p>