Redefining Financial Planning for the Next Generation

What this episode covers

She walked away from $330M in assets—because her values no longer fit the system. If you're in leadership and feel the pressure of scale over service, this interview will challenge how you define success.In this episode of Coffee With Closers, we dive into Lauren’s journey from high-powered financial advisor to values-first entrepreneur. You’ll learn how to lead through change, serve with integrity, and build systems that last.Here’s what you’ll walk away with:Why traditional business models break under generational shifts—and how to future-proof yoursA framework for aligning personal values with long-term planning (for teams and clients)How to lead through capacity, burnout, and reinventionThe hidden cost of scale—and why small, strategic teams win in the long runA roadmap for legacy-driven leadership in a metrics-obsessed world▶️ How strong is your growth strategy? Find out for FREE with our Growth Score Quiz—get custom insights and a roadmap to scale. Take the quiz now!👉 https://oneims.com/growthscore👉 Struggling to generate leads? Schedule Your Growth Strategy Session Now:🚀 https://www.oneims.com/get-started/ (Limited Spots Available) 👉 Discover the Proven Growth Formula: Unleash your B2B potential with our framework to attract, convert, and retain customers. 🚀 Learn more: https://www.oneims.com/grow/ ▶️ Watch a webinar:🔑 https://www.oneims.com/webinars/▶️ Subscribe to our channel here: 🔑 / oneims ▶️ Listen to our podcast🔑 https://open.spotify.com/show/0rq9sO5...▶️ Visit our website here: 🔑https://www.oneims.com/▶️ Follow OneIMS online:👉 Facebook: / oneims 👉 LinkedIn: / oneims 👉 Instagram: / oneims 👉 Twitter: https://twitter.com/oneims?lang=en

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Frequently Asked Questions

How long is this episode of Coffee with Closers?

This episode is 38 minutes long.

When was this Coffee with Closers episode published?

This episode was published on July 2, 2025.

What is this episode about?

She walked away from $330M in assets—because her values no longer fit the system. If you're in leadership and feel the pressure of scale over service, this interview will challenge how you define success.In this episode of Coffee With Closers, we...

Can I download this Coffee with Closers episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.