Do You Have the Courage to be CEO?
At just 21, Lauren Oschman started her career as a financial advisor. Years later, she made an even bolder moveโlaunching her own firm and stepping into the CEO role. But leadership isnโt just about titles. It takes vision, resilience, and the courage to own your success.
In this episode of Kick It Open, host Shelby Nicholl sits down with Lauren, now CEO of Vestia Wealth Advisors, to talk about what it really takes to step up, own your expertise, and lead with confidence. She shares her journey from advisor to CEO, how she built a niche serving physician clients, and the mindset shifts that helped her break barriers in a male-dominated industry.
If you've ever questioned whether you have what it takes to lead, this episode will challenge and inspire you.
Episode Highlights:
๐ฅ 00:00 The Courage to Be CEO
๐ 02:15 Starting in Wealth Management at 21
๐ก 03:43 Launching a Firm & Carving a Niche
๐ 06:11 Breaking Through Industry Challenges
๐ฏ 07:30 Why Niching Down Leads to Growth
๐ค 13:18 Building Trust & Deep Client Relationships
๐ 25:29 Stepping into the CEO Role with Confidence
โ๏ธ 35:10 The Reality of Balancing Leadership & Life
๐ญ 43:36 Glass Balls vs. Rubber Balls: What Really Matters
This conversation will challenge you to think bigger, lead boldly, and step into the role you were meant for.
Produced by Shelby Nicholl. Edited by Aaron Sherman. Graphic Design by John Gallagher.
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll. License code: EV5ON7Y3CSESDSEU