In this episode of Advisors Off Script, host Shelby Nicholl sits down with Colleen to explore her journey of building and exiting a half billion dollar advisory practice and how the lessons from that experience now shape the work she does with advisors today.

The conversation traces Colleen’s evolution from practitioner to builder. A key turning point came when she embraced the idea of finding the right “Whos” instead of trying to solve every problem herself. That shift allowed her firm to grow while protecting the two resources that matter most for leaders: energy and time.

In this episode, Colleen shares insights on building a team, protecting your vision as a leader, and why learning to say “no” can be one of the most important decisions an advisor makes.

In this episode:

• How Colleen built and exited a $500 million advisory practice
• The mindset shift from do-er to builder
• Why finding the right “Whos” changes how firms grow
• How advisors can scale without burning out
• Why assessments can deepen client conversations and relationships

Listen to the full conversation on Advisors Off Script.