WHAT I DO: I offer customized coaching for professional service firm owners/CEOs who recognize the value of attracting, retaining and developing high-potential women—including family—as successors. We’ll work together to:
• Uncover blind spots hindering your efforts to recruit and advance talented women
• Bridge communication gaps fostering effective, transparent conversations
• Uplevel emotional intelligence skills to lead through uncertainty and change
• Design succession plans that create mutually rewarding outcomes for all
WHO I WORK WITH: Investment Advisors, Wealth Managers, Financial Planners, RIA's, Attorneys, CPAs
WHAT MAKES ME DIFFERENT: With more than 30 years as a CPA and partner in an investment firm, I’ve seen firsthand how inspired leadership is shaped by trust, empathy, and connection. After selling my business, I pivoted to bring more heart to the Succession Planning process because it’s more than numbers and strategy, it’s about people. My approach blends 10+ years of coaching training and certifications with deep empathy, humor, and unique perspectives as the only woman partner in my previous firm in a male-dominated industry. Training includes life, leadership & team coaching, emotional intelligence, and conversational intelligence.
Each client is supported with a personalized coaching plan to fit their unique goals. Check out my full story www.laurienichols.com
