230: The Multi-Million Retirement Opportunity Advisors Miss with Susan Latremoille

From Succession Stories by Laurie Barkman

May 31, 2026 · 31 min · Episode 230

About this episode

Laurie Barkman discusses the retirement myth and the emotional challenges business owners face after selling 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 four decades in financial services watching well-prepared clients fall apart emotionally after selling their businesses — and watching their assets walk out the door with them. After losing a $100 million client post-transaction to the bank that handled the deal, Susan pivoted her entire career to answer the question the financial services industry had been avoiding: what happens to your client — and your relationship — after the money lands? Laurie and Susan unpack the ugly myth of retirement, the factors affecting exit regrets, and exactly how financial advisors can turn this gap into their greatest differentiator. Key Insights The Hollywood version of retirement is a myth — and your clients believe it. The idea that selling the business means sailing off into unlimited golf, travel, and happiness is exactly the opposite of what many business owners actually experience. The sooner…

230: The Multi-Million Retirement Opportunity Advisors Miss with Susan Latremoille

About this episode

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