# Susan Latremoille
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Top podcast episodes featuring susan latremoille.
Data and Storytelling: Marketing Data Tracking for Financial Advisory Firms with Erica Pauly of Track That Advisor
We talked with Erica about:
How she turned a passion for data into Track That Advisor, helping financial firms cut through the messy data to focus on clear, actionable insights that drive growth
Why tracking the right data empowers advisors to identify what’s working, what’s not, and where to fo…
#41 - Susan Latremoille (The Latremoille Group)
Carrie introduces Susan Latremoille, founder of Next Chapter Lifestyle Advisors. Susan shares her journey from building a successful financial advisory practice to selling it at a premium valuation.
With over 40 years of experience, Susan transitioned from Merrill Lynch to entrepreneurship, ultim…
Does Life End with Retirement, or Can We Rewire?
For many high-performing professionals (yes, even financial advisors), exiting a career isn’t the easy slide into golf, leisure, and legacy we imagine. In fact, it often triggers boredom, loss of identity, and a surprising lack of fulfillment—even when the money is more than enough.
This week on th…
Next Chapter Partners: Preparing Owners for Life After Exit
In this episode of Poised for Exit, we sit down with Marianne Oehser, and Susan Latremoille, of Next Chapter Lifestyle Advisors, for a conversation about the often-overlooked emotional side of exiting a business.
With combined backgrounds in financial advising, corporate leadership, and retirement …
Your Next Chapter with Susan Latremoille
Today, we have the privilege of hosting Susan Latremoille, an expert dedicated to helping financial planning professionals and business owners navigate the deeply personal side of transition. Whether it's exiting a company, stepping out of a leadership role to retire, or planning what comes next af…
Becoming a Sage: A Conversation with Susan Latremoille
Susan Latremoille enjoyed a stellar 38-year career as a wealth advisor. During those years, she watched many of her clients move into retirement with high hopes and plenty of money, only to become disillusioned and depressed. She was frustrated because there was no place for her to turn to help the…
Designing the Next Chapter: Retirement Planning for Purpose, Identity, and What Comes Next
In this episode, we’re joined by Susan Latremoille, Co-Founder and Partner at Next Chapter Lifestyle Advisors. With more than 35 years of experience as a wealth advisor, including leadership roles on RBC’s Chairman’s Council and the board of Richardson Wealth, Susan now helps clients and advisors …
I Hate the Word "Retirement” — Designing Your Next Chapter With Susan Latremoille
Retirement isn’t a finish line—it’s a transition into a “next chapter” that can be the best, most fulfilling stage of your life… if you plan for it. In this conversation, Susan Latremoille (co-founder of Next Chapter Lifestyle Advisors) explains why so many people feel rudderless after leaving work…
What Happens After the Deal Closes? With Susan Latremoille
Contact Susan: susan@nextchapterlifestyleadvisors.comLearn more about Next Chapter Lifestyle Advisors at nextchapterlifestyleadvisors.com
In this episode, Susan Latremoille, a seasoned wealth advisor turned lifestyle and transition coach, shares her profound insights on how financial advisors can …
230: The Multi-Million Retirement Opportunity Advisors Miss with Susan Latremoille
"Don't just sit there and coast along thinking your financial prowess is going to win the day." Host Laurie Barkman sits down with Susan Latremoille, Founder of Next Chapter Lifestyle Advisors, and discusses the retirement myth and the conversation that the advisors are missing. Susan spent nearly …
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