ABOUT WHERE TO NEXT

Running a financial advisory business can be overwhelming. You have the expertise, but uncertainty about the next steps can leave you feeling stuck. Should you push for more growth, or is it time to reevaluate your current approach? Are your client relationships as strong as they need to be for long-term success? Is your team aligned with your vision for the future? Questions like these can make it hard to see the way forward.

That’s where I come in. I’m Erin Rice, founder of WHERE TO NEXT, and I specialize in helping financial advisors and wealth management teams move from ambiguity to clarity. With years of experience working alongside teams in Sales, Marketing, Technology, Compliance, and Finance, I’ve developed a deep understanding of how to connect the dots between strategy, operations, and client engagement.

In previous leadership roles, I’ve led high-stakes projects that brought together teams from different functions to improve growth, efficiency, and client satisfaction. Acting as a translator between teams and leadership, I’ve helped break down silos, ensure clear communication, and align strategies—all while navigating the highly regulated, client-focused world of financial services.

What I’ve learned over the years is that ambiguity is often the biggest obstacle holding financial advisors back. Whether it’s deciding between expanding your client base or optimizing your operations, figuring out how to prioritize next steps, or ensuring your team is aligned with your long-term goals, clarity is the key to unlocking your success.

That’s where I come in. Together, we’ll identify what truly matters, break down your challenges into clear, actionable steps, and create a plan that’s both ambitious and achievable—so you can move forward with confidence, clarity, and focus.

Ready to Take Your Best Next Step?

Let’s connect for a free consultation to clarify your next steps and find the path forward.