In the professional services industry, relationships are the differentiator. One of the biggest challenges Nikki Rohloff has faced in her career was the sudden loss of her firm’s business partner, she says in this episode of the Off the Record podcast, brought to you by Platinum Bank.

She’s now the managing partner of Rohloff Associates, but back in 2017, it was Roach Associates — named for her late business partner, Kevin Roach, who passed away in 2021. When it happened, Rohloff not only mourned her colleague, she says, but she worried about his client connections.

“We weren’t sure if we were going to lose a bunch of clients because their relationship was with Kevin,” Rohloff says. “But the way we built the firm, with being very hands-on, where everyone gets to talk to everybody, our clients were amazing. They literally stood by us. They gave us all the grace in the world to be able to process his passing and work through how we keep things going.”

Rohloff shares how they kept the lights on during "one of the hardest things ever" and more with hosts Kathy Robideau, market president and publisher of the Minneapolis/St. Paul Business Journal, and Dave Faust, president and CEO of Platinum Bank, in this episode. Listen to learn more about:

• Growing the firm’s fractional CFO business (19:25).
• Showing vulnerability to your team as a business leader (21:18).
• The exciting launch of Canopy Accounting in November 2023 (27:37).
• Rohloff’s ongoing struggle with impostor syndrome despite her many achievements (31:38).
• Seeking balance between building a business and being present for family (36:25).

Leaders like Rohloff understand the value of moving quickly and acting creatively, just like Platinum Bank. Learn more about business banking with a different kind of bank.