Nikolee Turner
Nikolee Turner is a Director of Business Consulting at Charles Schwab’s Advisor Services, where she supports RIA firms in strategic growth, M&A preparation, and operational excellence. Since 2013, Nikolee has led the Business Consulting team, delivering insights that help advisory leaders align talent, foster culture, and execute complex transactions—recently appearing on RIA Channel to explain Schwab’s three-phase M&A framework: Envision, Prepare, and Connect.
Her data-driven counsel, including findings showing firms that define their “ideal client” attract 45% more assets, reflects her ability to turn research into actionable business strategy.
A thought leader and industry voice, Nikolee regularly publishes guidance on mentorship, employee retention, and equity ownership, underscoring Schwab’s core belief that “Your People Are Your Most Important Asset”. With her background in education (MEd) and business (MBA), she combines academic rigor, coaching expertise, and consulting savvy to guide firms toward sustainable success. Whether through live speaking engagements or Schwab’s benchmarking studies, Nikolee empowers advisors to invest in talent, cultivate culture, and scale effectively.