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.


2:02 Nicole’s Journey Into Wealth Management  
5:37 Transitioning Into An Independent Advisory Firm  
6:27 Stepping Fully Into The Independent World  
7:34 Building A Niche Focused On Professional Athletes  
8:10 Supporting Exonerees With Their Financial Needs  
10:50 Considering Leaving The Firm For Personal Reasons  
12:33 Learning To Parent A Special Needs Child  
14:00 Concerns Over A Partner’s Financial Decisions  
17:40 Realizing It Was Time To Leave The Partnership  
18:40 Embracing Full Independence In Her Business  
20:00 Clients Rallying Behind Her During The Transition  
21:40 Negotiating Exit Terms With Her Business Partner  
24:28 Selling A Portion Of The Business  
25:07 Acquiring Additional Wealth Management Firms  
27:54 Lessons Learned From Business Partnerships  
29:50 The Importance Of Strong Financial Planning  

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