Advisors Off Script

Feeling trapped by your employment agreement? Attorney Andrew Shedlock joins Shelby to unpack the legal clauses that are reshaping advisor transitions — and what you can do about them before it's too late.In this episode, you'll learn:The difference between non-solicit, non-service, non-accept, and liquidated damages clauses — and which pose the biggest riskHow state law can make or break your transition depending on where you practiceWhat red flags to watch for when private equity acquires your firmHow to respond to a cease and desist without derailing your moveWhy you have more negotiating leverage before signing than most advisors realizeThe emerging trend of firm-vs.-firm recruiting lawsuits and what it means for youAndrew Shedlock is a Minnesota-based attorney who specializes in financial advisor employment agreements and transitions. He works with advisors across the country navigating some of the most complex contract situations in the industry.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

Matt Bragg has been a financial advisor for over 30 years. He grew up watching farm families lose everything because no one talked about money. That experience never left him — and it shaped every decision he has made about how to run his practice.In this episode, Shelby sits down with Matt and his associate Kellie Schleicher, a two-person team based in rural Missouri that has tripled in size over the past five years at Smith Moore — a 100+ year old, advisor-owned independent firm. Their approach is deliberately simple: no proprietary products, no sales quotas, no 60-page spreadsheet plans. Just principled guidance, kitchen table conversations, and a commitment to meeting clients exactly where they are.Matt and Kellie talk through the move to Smith Moore, what advisor ownership actually means in practice, how they manage explosive growth with a lean team, and why they have turned away clients from opening investment accounts when it wasn't the right call. This is a conversation about what financial advising looks like when relationships come first — and what it can produce when you stay true to that.Topics covered:Matt's origin story and the farm crisis that shaped his "why"What they were running from — and running towardSmith Moore's ownership model and what "independent but not alone" means day to day3x growth in 5 years as a two-person officeWhy they use a legal pad and calculator instead of a planning portalTelling clients to pay down debt before they investBuilding a rural market through walk-in trustThe lightning round: client gifts, small market lessons, and what takes too long to learnHosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

Steve Lockshin has been doing things differently since before "going independent" was a trend. He founded his first RIA in the 1990s, co-founded Advice Period, and is now chairman of Vanilla — an AI-powered estate planning platform built specifically for advisors.In this conversation with Shelby, Steve gets direct about the things most advisors won't say out loud: that AUM fees create a structural conflict of interest, that asset management is largely commoditized, and that the biggest gap in most advisory practices isn't investments — it's estate planning.They also get into how AI is reshaping what advisors can deliver, where the real differentiators will be in five to ten years, and why Steve keeps building new things even when he tells himself he's going to stop.Whether you're running a growing practice or just getting started, this episode will challenge how you think about your value and your model.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

What if the fastest path to a $3M or $5M practice was giving business away instead of hoarding it? Most advisors are wired for scarcity — protecting every client, every lead, every dollar. But Nathan Bennett, Managing Partner at Summit Financial Group, has built a nearly $30M revenue firm approaching $4B in assets on the exact opposite philosophy.In this episode, Shelby sits down with Nathan to unpack the abundance mindset that has powered Summit's 20-year run — and why the advisors who give the most seem to grow the fastest.This one is packed with frameworks you can take directly back to your practice.We cover topics like:Why giving away clients to other advisors actually accelerates your own production and fills your book with higher-value relationshipsThe Summit model — the middle path between full independence and the wirehouse ceiling — and why it's produced multi-million dollar practices in under a decadeHow Summit structures equity, profit-sharing, and compensation so that abundance is financially rewarded, not just philosophically encouragedThe three non-negotiables Nathan looks for in every advisor: hungry, care about people, do it rightWhy breakaway advisors at sub-$500K revenue may be setting themselves up to fail — and what to consider insteadHow the Summit Symposium and client experience infrastructure creates stickiness that solo advisors simply can't replicateThe scarcity vs. abundance mindset — and how your relationship with time is the real bottleneck in your growthIf you're debating a breakaway, building a team, or just trying to unlock the next level of growth, this conversation will reframe how you think about what it takes to get there.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

By 2030, women will control over $30 trillion in investable assets — and yet 70% of women change their financial advisor in their moment of greatest need. That stat hasn't moved in 20 years. So what does it cost your practice to keep ignoring it?In this episode, Shelby sits down with Shannon Spotswood, CEO of RFG Advisory and the force behind "Strong-her Money" — RFG's practice management framework built to help advisors intentionally serve women clients and unlock double-digit organic growth.Shannon's career spans investment banking, hedge fund management, entrepreneurship, and wealth management. She brings a rare, multi-chapter perspective on what it really takes to build something that lasts — and why now is the moment for advisors to act.We cover topics like:Why 70% of women change their advisor at the moment they need one most — and exactly how to stop it from happening in your practiceHow the Stronger Money framework is generating $20–$25M in new wallet share annually per advisorThe real difference between mentorship and sponsorship — and why women are over-mentored and under-sponsoredWhat "unreasonable hospitality" looks like in a financial advisory practice and why it drives referrals at a 5-to-1 rateHow to recruit, retain, and truly empower women advisors on your teamWhy the future belongs to the "financial life advisor" — and how to position yourself to capture the next generation of clientsWhether you're a male or female advisor, this episode is a blueprint for growing your practice by serving the clients your industry has long underserved.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

Do your clients ever glaze over when you explain markets, risk, or retirement?In this episode of Advisors Off Script, Shelby Nicholl sits down with Jesse Hurst, CFP®, CEO of Impel Wealth Management, to unpack a simple (and surprisingly effective) way to make your message land: use pop culture to make complex financial ideas memorable.Jesse shares how his writing cadence ramped up during COVID, why an Animal House reference helped explain the CARES Act, and how a Led Zeppelin lyric made an “international vs. U.S. stocks” update stick with a 73-year-old client. The bigger lesson: credibility isn’t the problem in this industry, memorability is.You’ll learn:How to use humor and pop culture without losing credibilityWhy adding a simple YouTube link can pull in the “non-finance spouse”How consistency builds trust (and can reduce panicky client calls)Why your clients want your perspective, not generic marketing commentaryJesse’s content system for finding hooks and turning ideas into postsIf you want clients to remember what you said and feel more connected to your voice, this is the playbook.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

Are you wondering if you have what it takes to be an entrepreneur? To leave your firm and forge your own path?In this episode, Shelby talks with Derrick Kinney—America's Financial Educator, author of Good Money Revolution, and former advisor who built and sold one of the nation's top firms.Derrick shares how a $50 gift card changed his business, why "you care about what we care about" became his philosophy, and how connecting a generosity purpose to your work is the ultimate antidote to burnout.You'll also hear about the "moat principle" that keeps clients loyal, why reinventing yourself when changing firms is so powerful, and how fear and anxiety are simply part of the entrepreneurial process.Key Themes:Overcoming entrepreneurial fearBuilding client relationships through shared valuesThe generosity purpose frameworkReinventing yourself as a specialistLeading with purpose, not just profitConnect with Derrick: https://www.successforadvisors.com/ Learn more about Muriel Consulting: https://www.murielconsulting.com/Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

Considering an exit isn’t about timing retirement—it’s about maximizing the value of what you’ve built before the window shifts.In this episode of Advisors Off Script, Shelby Nicholl talks with Scott DiGiammarino of JPTD Partners about what’s driving advisor valuations today, how private equity and PE-backed buyers evaluate firms, and what advisors can do now to command premium multiples. Scott explains why many sellers are exiting earlier than you might expect, how “sell-and-stay” deals work, and why growth—not age—is often the real trigger for an exit conversation.In this episode, we cover:What actually drives advisor valuations todayHow buyers evaluate growth, EBITDA, and recurring revenueWhy clean governance, compliance, and financials matter more than everHow platform choice (RIA vs BD) affects deal structureThe hidden risks that can derail or kill a deal entirelyWhy waiting can cost you millionsThis isn’t just about selling. It’s about leverage, optionality, and protecting the value of your firm before making your next move.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

What are your clients really feeling during a transition—and how can advisors reduce stress while strengthening trust?In this episode of Advisors Off Script, Shelby Nicholl is joined by Libby Greiwe, founder of The Efficient Advisor, to explore the psychology clients experience during onboarding and firm transitions. Libby shares how building systems through the lens of client experience—not just efficiency—can dramatically improve retention, confidence, and long-term loyalty.You’ll learn why transitions often trigger client anxiety, how expectation-setting and communication lower friction, and how advisors can use re-onboarding, process design, and “remarkable moments” to deepen relationships. Libby also shares insights from Schwab IMPACT, practical ideas like paperwork parties and progress tracking, and how AI tools are helping advisors reclaim time without sacrificing personalization.This episode is a must-listen for financial advisors looking to scale their practice, improve client experience, and build a business—and life—off script.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

💥 What if you could build a thriving culture—without tipping into cultish? 💥 What if family office-level planning wasn’t just for the ultra-wealthy—but for builders and business owners in your own community?In this episode of Advisors Off Script, host Shelby Nicholl sits down with Vaughan Scott, founder of Axiom, an independent RIA based in New Albany, Indiana. Vaughan’s journey spans every corner of the advice industry—from regional broker-dealers to banks, to independence—and now, he's building something different: a firm grounded in mission, structure, and deep service.Together, Shelby and Vaughan explore what it means to lead with intention and build a culture that empowers, not pressures. They reflect on purpose, legacy, and the moments that remind us why this work matters—including a personal story Shelby shares about her father-in-law’s end-of-life family meeting.In this episode:The evolution from wirehouse to independence—and what each chapter taught VaughnWhy culture matters more than growth-for-growth’s-sakeWhat it takes to bring true family office-level planning to Middle AmericaThe meaning of vocare—and how purpose shapes the firms we're buildingWhether you’re building, leading, or reimagining what your next chapter could look like, this episode is a call to lead with purpose.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

At one point, Colleen Bowler was doing it all — leading client relationships, growing her firm, and keeping every plate spinning. Then she found her "whos" and built the firm to over $500 million in AUM. Then she sold it.Now, she’s on a mission to help other advisors scale without sacrificing themselves in the process.In this episode of Advisors Off Script, Shelby Nicholl sits down with Colleen to trace her journey — from the early days of building a successful practice, to coaching inside The Strategic Coach, to developing tools now used by advisors across the country through her firm C & J Innovations.What emerges is a story about growth — not just in revenue, but in mindset. About choosing the right “Whos” over doing it all yourself. And about protecting your most valuable resources: your energy, your time, and your vision.In this episode:How Colleen built and exited a $500 million practiceThe mindset shift from do-er to builderWhat the best advisors are doing to scale without burnoutWhy saying “no” is a business strategyHow assessments can deepen client relationships and accelerate growthThis isn’t just advice. It’s a blueprint for building a firm — and a life — that lasts.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

You may have seen the headlines: the largest advisor group to ever exit Edward Jones — nine advisors, nearly $1 billion in AUM, and a bold move to independence.This group embodies something we see again and again: when advisors succeed in a captive environment, they often thrive — wildly — in independence.In this episode, host Shelby Nicholl sits down with Dylan Ripley and Todd Vincent, co-founders of Cedarwood Financial Partners, to talk about what happened after the breakaway.  They share how they built a fast-growing $2 billion firm, how they thinking about scale, culture, and long-term durability — and a few raw lessons from their group’s newsworthy exit. In this episode:What it takes to build a 100-year firmThe cultural glue behind a thriving advisor teamLessons learned from rapid growthWhy the real story begins after the breakawayIf you’re building, leading, or even imagining what your next chapter could be, this conversation is a powerful look at what’s possible in independence.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

A smooth breakaway is rarely decided by your custodian or tech stack. It’s decided by whether your brand looks credible the moment clients start Googling you.In this episode, Shelby Nicholl sits down with Kevin Nichols (partner at Oechsli), who’s helped launch 150+ advisory firms in the last two years, to break down what makes a launch feel “real” versus rushed.Kevin shares the 3 C’s of a strong marketing transition:Clarity (what you do, and why the move matters)Confidence (you believe in the new firm, so clients can too)Credibility (your site, logo, and visuals don’t look “half-baked”)You’ll also learn:Why “DIY branding” can cost you trust (and sometimes a rebrand)How to avoid naming traps (BrokerCheck, USPTO, legal review, and “Summit/Peak” problems)The nightmare scenario: a cease-and-desist after launchWhat your website needs during transition (hint: no pop-ups or lead magnets)The #1 launch asset advisors underuse: a professional transition videoWhy you should run Google ads for your name and your new firm name (so clients don’t see “permanently closed”)How to “hit clients from multiple touch points” on day one (socials, Google profile, ads, optional PR)If you’re planning a breakaway, this is the marketing playbook for controlling the narrative and looking established from day one.Learn more: MurielConsulting.comHosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

Sometimes you don’t get to casually consider change. You hit a wall and realize, this isn’t working anymore.Lauren Williams (Co-Founder + Co-CEO of Prosper Plan Wealth) spent a decade at a large RIA, built a $300M book, and then watched culture shifts, constant turnover, and resource constraints push her into burnout. Instead of making an emotional leap, she built a min / mid / max transition forecast and set a surprisingly low “income replacement” floor (the minimum AUM she needed to rebuild).Now, about 18 months later, she and her team are nearing $200M AUM, with a model designed for consistency, client experience, and real freedom.In this episode, we cover:What burnout looked like inside a “business within a business”The forecast model Lauren used (min / mid / max) to plan a safer breakawayWhy “the ability to leave” can make you want to stay (contracts + autonomy)Why she chose New Edge instead of launching her own RIA (resources vs overhead)The behind-the-scenes reality of “earth-scorching” tactics, and why it backfiredThe real vision: being the best planning firm in Sacramento, without corporate dramaIf you’re considering independence and want a practical way to model risk before you move, this conversation is a blueprint.Learn more at MurielConsulting.comHosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

After 30 episodes, Kick It Open is evolving.🎙️ Introducing Advisors Off-Script — Stories from the Independent Frontlines.When our podcast launched and we named it Kick It Open, it was podcast about opportunity — about pushing open doors and saying yes to what’s next.But over the past couple of years, something deeper has unfolded.As we built Muriel Consulting, we experienced the incredible freedom (and responsibility) that comes with full ownership. There’s something powerful about waking up each day knowing you get to design the vision, make the calls, and create something that’s fully yours.And it’s been just as rewarding to watch the financial advisors we work with experience that same transformation — to see them take agency over their businesses, build thriving firms, and rediscover the joy that drew them into this profession in the first place.Because in this next chapter, we’re not just talking about opening doors. We’re talking about what happens after you walk through them.These are the real stories of advisors who’ve built boldly, led with purpose, and found freedom in entrepreneurship.BTW - Advisors Off Script isn’t just a podcast.It’s your playbook for building boldly and living Off-Script.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

On this episode of Kick It Open, Shelby Nicholl of Muriel Consulting sits down with Brooklyn Brock—a third-generation CFP®, succession planning expert, and founder of Ellevate Advisors—to explore one of the trickiest dynamics in wealth management: planning your own future, especially when family is involved.Brooklyn grew up inside a multigenerational financial planning firm and experienced its full arc—from her grandfather, to her father and uncle, to an eventual external sale. Through that deeply personal journey, she saw how even the most successful advisors can struggle to plan for their own transitions.Now, she’s flipping the script. Brooklyn helps advisors build intentional succession plans, unlock value from their business, and pursue the freedom to define their next chapter. In this conversation, we dive into the emotional side of letting go, the mindset required to build with an exit in mind, and how her father gave her the ultimate gift—permission to choose her own path.If you’re an advisor who hasn’t planned for your own future with the same rigor you give your clients—this one’s for you.Connect with Brooke:Brooklyn Brock — Ellevate AdvisorsHosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

 Shelby Nicholl of Muriel Consulting sits down with Catherine Tindall, CPA and CEO of Dominion Enterprise Solutions, a tax planning firm dedicated to financial advisors. In this episode, Catherine outlines how proactive, year-round tax strategies help advisors keep more of what they earn while enhancing client trust. She discusses why LPL Financial and broker-dealer advisors should rethink their S-Corp approach, how tax education bolsters client relationships, and even how AI can streamline advisory workflows. Whether you're looking to optimize your take-home pay or deepen client value, Catherine’s insights are a game-changer. Also, check out Catherine's podcast Financial Advisors Want to Know.Sign up for Catherine's newsletter.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

In this episode of the Kick It Open podcast, host Shelby Nicholl of Muriel Consulting welcomes financial advisor and Perfect RIA founder Matthew Jarvis for a straight-talking, strategy-filled conversation on one of the most underrated drivers of organic growth: consistency.Matthew opens up about his early career struggles, the turning point that led to a multi-million-dollar solo practice, and why delivering massive value with precision and repeatability is the real key to success. He shares how scripting client meetings word-for-word, practicing like a stand-up comic, and eliminating sales pressure has helped him build deep trust with clients—and a wildly efficient business.From the “Sleep On It” process to debunking advisor myths around fees and closing, this episode is packed with actionable ideas to help advisors refine their approach, boost their confidence, and grow with integrity.🔑 Key Takeaways:Repetition and structure create space for authentic, high-value client interactionsOrganic growth isn’t about gimmicks—it’s about consistent value deliveryYou don’t need to be a “closer” to build a thriving practiceConfidence stems from clarity, scripting, and practicing your deliveryIf you’re ready to simplify your process, supercharge your confidence, and create real momentum in your advisory business, this episode is for you.🎧 Listen now and kick open the door to your next level of success.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

For many high-performing professionals (yes, even financial advisors), exiting a career isn’t the easy slide into golf, leisure, and legacy we imagine. In fact, it often triggers boredom, loss of identity, and a surprising lack of fulfillment—even when the money is more than enough.This week on the Kick It Open podcast, host Shelby Nicholl is joined by Susan Latremoille, co-founder of Next Chapter Lifestyle Advisors and faculty at the Exit Planning Institute. Susan spent over 35 years as a top financial advisor before turning her focus to the non-financial side of retirement.She now teaches others how to navigate the emotional and psychological transition of exiting a business or a career—and she was a key influence in Shelby’s own decision to pursue the CEPA designation.In this episode:Why the wealth management industry is facing a retirement crisisThe real reasons advisors stay past their primeHow to prepare clients (and ourselves) for what's nextThe S.I.P.S. Framework: Social, Identity, Purpose, and StructureThe Happiness Portfolio: Why diversified lives matter just as much as diversified investmentsThis conversation is a must-listen for any advisor planning succession—or realizing they might need to.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

Do you have the courage to be curious? In this thought-provoking episode of Kick It Open, host Shelby Nicholl sits down with Liz Schehl—executive coach, industry change agent, and author of The Courage to Be Curious—to explore what it really means to lead in today’s fast-changing wealth management landscape.From her early days in financial services to her powerful pivot into coaching and authorship, Liz shares how embracing curiosity, not certainty, has guided her greatest transformations. You’ll hear how the CEO role is evolving into something far more human, how her SPARK Days framework helps leaders slow down and think big, and why looking back to who you were at eight years old might be the key to rediscovering your purpose today.This episode is for anyone questioning the status quo, craving more authenticity in leadership, or looking to unlock their next chapter. Because the most powerful breakthroughs often start with one brave question: What if?Sign up for Shelby's newsletter to get some very special handouts from Liz, including a resource on having your very own SPARK DAY and more! Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

What does it look like to build a thriving wealth management firm around the values of joy and family?In this episode of Kick It Open, Larry Sprung, founder of Mitlin Financial and host of the Mitlin Money Mindset podcast, shares how a single question — “What did you do today that brought you joy?” — became a guiding principle that reshaped not just his client conversations, but his entire practice.Larry opens up about his personal journey into wealth management, inspired by his father’s struggle to juggle family and finances after his mother's passing at age 47. That early experience planted the seed for Larry’s belief that money should be a tool to create joyful, meaningful lives — not just retirement projections.We explore how Larry has intentionally prioritized his family over the years, including his early decision to take Fridays off to be fully present with his kids — a move he calls a “non-negotiable.” We also dive into how this mindset has fueled Mitlin’s record growth, strengthened client relationships, and attracted like-minded advisors to the firm.Larry also shares about his involvement in the Rebl Dads group — a community of remote entrepreneur dads — and how experiences like their retreat to Necker Island helped him recommit to living and leading with purpose. And finally, we discuss how the support of Carson Group’s platform is enabling Mitlin to scale its joyful approach without losing its soul.This episode is packed with practical wisdom and heartfelt inspiration for advisors who are ready to grow — not by grinding harder, but by building a business that reflects who they are.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

What if the key to unlocking your next level of growth isn't you doing more... but finding the right person to support you?In this episode of Kick It Open, Shelby Nicholl sits down with Jennifer Goldman, founder of My Virtual COO and champion of second-in-command leaders in the advisory space. Jen has spent over two decades helping financial advisory firms streamline operations, empower leadership teams, and scale without burning out.We dive deep into: 🔹 Why scaling without a COO is often a recipe for chaos🔹 What qualities make a second-in-command truly transformational🔹 How to identify, support—or even become—a COO that drives enterprise value 🔹 The power of Jen’s “IDEOS” framework (Integrate, Delegate, Eliminate, Outsource, Staff differently) 🔹 Why energy management and self-awareness are leadership must-havesWhether you’re the founder of a growing advisory firm or an ops leader wondering if the CEO seat could be yours someday, this episode will challenge your thinking and offer real, actionable insight.💥 Plus, don’t miss our signature closing question: What door is Jen kicking open right now?Learn more about Jen and the offering of My Virtual COO at: www.myvirtualcoo.com. Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

Could your next big business breakthrough come from well-being, not just your strategy? Shelby Nicholl connects with Stevyn Guinnip, founder of Grow Wellthy, for a conversation that challenges the traditional advisor growth playbook. Reporting in from the opposite side of the globe—Shelby in Marrakesh and Stevyn in Madeira—they explore why the health of the advisor and the client might just be the most overlooked lever for sustainable success.Stevyn shares her deeply personal story of growing up with a financial advisor dad where she witnessed the rewards and toll of the profession. Now, with her firm of Grow Wellthy, she helps advisors build dream practices—ones that support their physical, mental, and emotional well-being and help clients live longer, healthier retirements.Her “Hierarchy of Wealth” framework draws parallels between financial planning and wellness planning, and it’s packed with ideas advisors can use immediately in their personal lives and in client conversations. In this episode, you’ll learn:Why long-term wellness is the missing piece of many financial plansHow burnout is silently eroding advisor performanceWhat “health taxes” are and how to reduce themHow to talk about client health without crossing professional boundariesWhy "diversification" is just as important in the gym (and the kitchen) as it is in your asset allocationThis isn’t a typical wellness pep talk—it’s a practice growth strategy conversation wrapped in real talk about sleep, stress, and sustainability.Plus, our Kick It Open signature closing: “What’s one door you’re kicking open right now?”“I’m kicking open the door to publishing my very first book—‘The Health & Wealth Playbook.’ I want it to be a wake-up call for the industry, showing how advisors can thrive personally and professionally when they prioritize their well-being.” – Stevyn Guinnip✨ Resources:Learn more at growwellthy.comCheck out Stevyn’s Health is Wealth Conversation Guide & Webinar Library for AdvisorsFollow her on LinkedIn for daily inspirationHosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

What happens when a succession plan falls apart? For Leighann Miko, it became the catalyst for something even bigger. In this episode of Kick It Open, Leighann shares her journey from an advisor left stranded by a failed succession to a trailblazer who not only built her own firm but went on to create Avise Financial Cooperative,  the first RIA co-op platform for other advisors to join as an independent advisor.We talk about:The hard lessons of succession plans gone wrongThe leap from employee to independent firm ownerWhy she chose a cooperative model—and how it’s changing the game for advisorsThe future of advisor ownership and why traditional firm structures might be holding professionals backIf you’re an advisor contemplating your next move—or just love a story of resilience and reinvention—this one’s for you.To learn more about Leighann Miko visit:LinkedIn - Leighann Miko, CFP® | LinkedInEqualis - Equalis Financial | Los Angeles LGBTQ+ Financial Planner, CFPAvise - Avise Financial — Genuine Financial Advice Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

Julia Carlson is a powerhouse in wealth management—leading a team of 20, serving over 1,600 families and business owners, and authoring the book Money Loves You: Transform Your Relationship with Money and Grow Your Wealth. In this episode, Julia shares her remarkable journey, from hitting a glass ceiling at 23 to launching her own firm, Financial Freedom Wealth Management.We dive into the mindset shifts required to scale a business, the art of delegation, and how women entrepreneurs can step into their full potential. Julia also gets real about navigating burnout, the power of receiving, and why she’s on a mission to help women build eight-figure businesses and give back in massive ways.Whether you’re an advisor, a business owner, or someone striving for more in your career, this episode is packed with insights, inspiration, and actionable strategies to help you take the next bold step.Learn more about Julia: https://www.thejuliacarlson.com/Learn more about Juia’s firm: https://www.financialfreedomwmg.com/team-member/julia-m-carlson Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

What happens when your strategy, marketing, and client experience align? In this episode of Kick It Open, host Shelby Nicholl sits down with business development coach Kristin Harad of Full Advisor Coaching to uncover the power of alignment in building a thriving advisory practice.With experience in financial services, entrepreneurship, and coaching top-tier advisors, Kristin shares strategies for:Creating a unified brand message that attracts ideal clients.Designing a structured client journey that builds trust and boosts conversions.Leveraging leadership vision to unify and energize advisory teams.Using AI to streamline marketing, content creation, and client communication.If you’re looking to scale your firm, strengthen client relationships, and create a seamless growth strategy, this episode is packed with actionable insights. Plus, hear how Kristin is kicking open doors in her own business by working with advisory teams to fuel long-term success.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

For many advisors, independence starts with an independent broker-dealer (IBD)—but is that really the best way to go independent? Or is there a better way to achieve the freedom, flexibility, and control you actually want?In this episode of the Kick It Open Podcast, we sit down with Jason Barber, founder of Uptick Partners and Holistic Planning. After building a four-generation business at Edward Jones, Jason pivoted the family enterprise to an RIA.  We discuss:✅ Why many advisors move twice—and how to avoid that costly mistake✅ How you can transition to an RIA, even when you have annuities, A-shares, etc.✅ How expanding your investment offerings, tax services, and estate planning can supercharge your growth✅ Why clients—not just advisors—are choosing RIAs over broker-dealers✅ How to build a business with higher enterprise value and long-term sustainabilityJason also talks about innovative strategies to make a move smoother and more successful. Hello Facebook ads! If you’re an advisor considering a move, don’t make it twice—listen to this episode and get it right the first time.To find out more about Jason Barber and Uptick Partners and Holistic Planning, go to, https://holisticplanning.com/Holistic Planning is provides investment advisory services under Uptick Partners, a registered investment advisor. The information discussed in this podcast is for informational and educational purposes only and should not be construed as investment, tax, or legal advice. Uptick Partners, Holistic Planning, and its affiliated entities are Registered Investment Advisers (RIAs) with the appropriate regulatory bodies. However, registration does not imply a certain level of skill or training.Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal. Alternative investments, structured notes, and private equity investments may carry additional risks, such as liquidity constraints, volatility, and regulatory changes. Investors should conduct their own due diligence and consult with a qualified financial, tax, or legal professional before making any investment decisions.Holistic Planning is a licensed brand utilized by independent financial advisors. The use of this brand does not imply direct supervision, control, or endorsement of specific financial strategies by Uptick Partners or any regulatory authority. Each advisor operates independently and clients should review individual advisor credentials and disclosures before engaging in services.Tax and estate planning discussions are based on current laws and regulations, which are subject to change. Any tax strategies mentioned should not be relied upon as legal tax advice. Clients are encouraged to consult a certified tax professional or legal advisor regarding their specific circumstances.Testimonials, endorsements, and success stories shared in this podcast are individual experiences and may not represent the outcomes of all clients. Compensation may be provided for testimonials or endorsements, and listeners should not assume such statements are unbiased.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

AI isn’t just the future—it’s the now, and in this episode of Kick It Open, we’re diving headfirst into how artificial intelligence is shaking up wealth management. Host Shelby Nicholl sits down with Jeannette Kuda, President and COO of TIFIN AG and TIFIN AMP, to unpack her journey from LPL Financial to leading AI-driven transformation at TIFIN.Jeannette shares how supervised and generative AI are fueling organic growth, personalizing client strategies, and helping advisors scale like never before. We break down the real-world impact of AI, from overcoming data quality challenges to the game-changing pilot program with Cetera, and even how AI is revolutionizing traditional banking.Advisors, if you’re wondering how to harness AI without getting lost in the tech jargon, this is the episode for you. Plus, we’re linking to TIFIN’s AI Adoption Playbook so you can start implementing these insights today.And as always, we wrap up with a little inspiration: What’s one door Jeannette is kicking open right now? Tune in and get ready to push past the limits of what’s possible in wealth management.🔗 https://tifinag.com/growth-studio/ai-adoption-playbook/Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

Scaling a wealth management firm is one thing—ensuring it thrives for generations is another. Chris Kerckhoff, President and CEO of Plancorp, knows exactly what it takes. During his tenure and leadership, Plancorp has grown from a small advisory firm to a $7 billion powerhouse while successfully transitioning its ownership from its founding generation to the next while also creating durability in the ownership approach.In this episode of Kick It Open, Chris breaks down the key pillars of future-proofing a firm’s legacy. He shares how Plancorp built a durable succession plan, developed strong governance structures, and invested in leadership training to ensure long-term success. We also explore how technology plays a role in maintaining efficiency at scale and why a client-first approach remains the foundation of any thriving RIA.Chris also opens up about his own leadership evolution, the role of external coaching, and the lessons he’s learned from navigating complex ownership transitions. If you’re an advisor thinking about succession planning, firm growth, or how to build a lasting legacy, this episode is packed with insights you won’t want to miss.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

What happens when the next generation takes the reins of a financial practice? For Stephanie “Stevie” Green, President of Spencer Financial, the transition wasn’t just about continuing her father’s legacy—it was about expanding and evolving it.In this episode of Kick It Open, Stevie shares how she and her husband acquired her father’s practice in 2020, growing it from a small, family-run office to a thriving firm with a team of 17. She opens up about the challenges of taking over amid her father’s battle with pancreatic cancer, the lessons she’s learned from navigating advisor transitions, and how she’s strategically used acquisitions to fuel growth.We dive into what it takes to successfully integrate new advisors, maintain strong client relationships, and build a business that thrives while also raising a family. Stevie also shares her approach to hiring, why complimentary financial planning has been a game-changer, and the power of client referrals in driving organic growth.If you’re an advisor looking for inspiration on scaling a business, balancing family and leadership, or making M&A work for you, this is an episode you don’t want to miss.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

Big goals require more than good intentions—they need a strategy. In this episode of Kick It Open, host Shelby Nicholl sits down with Kristin Burke, goal achievement coach and host of the Elite Achievement podcast, to break down exactly how to set yourself up for success in 2025.Kristin shares the two key questions that shape goal setting: “What do you want more of?” and “What do you want less of?” She also dives into her 4 Cs framework—clarity, confidence, courage, and consistency—and how each plays a role in turning ambitious goals into reality.From overcoming fear and limiting beliefs to creating an actionable plan with built-in accountability, this conversation is packed with practical insights to help you set and stick to your biggest goals.🎯 Exclusive Offer: Get 50% off Kristin’s Goal Setting Course at KristinBurke.com with promo code PODCAST50Kirstin Burke is also host of the Elite Achievement podcast which can be found wherever you stream podcasts. www.kristinburke.com/podcastHosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

The future of wealth management depends on the next generation—but are we setting them up for success?In this episode of Kick It Open, host Shelby Nicholl sits down with Alanah Phillips and Lindsey Lewis, co-founders of the Advisor Launch Lab, to explore what it really takes to attract, train, and retain top next-gen talent.They break down the flaws in traditional hiring, why diversity in teams matters, and how mentorship, emotional intelligence, and continual learning are game-changers for building strong advisory teams. Plus, they tackle one of the industry's biggest challenges: reducing the high fallout rate among new advisors through better support and fresh thinking.If you’re serious about the future of financial advising, this is an episode you can’t afford to miss.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

In this episode of the Kick It Open Podcast, hosts Shelby Nicholl and Iyanna Harris engage in an insightful discussion with Becca Hajjar, Managing Principal and Chief Business Development Officer of Commonwealth Financial Network. With a wealth of experience and a commitment to driving diversity in wealth management, Becca sheds light on her journey, Commonwealth’s growth, and how advisors can evaluate a firm’s “fit factor.”Episode Highlights:💼 Finding Your Fit: Becca offers insights on evaluating firm culture and how advisors can assess alignment beyond business needs, looking at a firm’s “personality” to see if it truly matches their values.⏳ Becoming “Time Merchants”: Commonwealth champions time-saving strategies that empower advisors to focus on what matters most. Becca shares how outsourcing options like PPS Select can lead to better client experiences and help advisors scale efficiently.👩🏽‍🤝‍👨🏻 Championing Diversity: Becca’s passion for growing opportunities for women and diverse advisors shines through. Commonwealth’s initiatives, from flexible licensing paths to mentorship programs, empower new advisors to step into lead roles with confidence.To learn more about Commonwealth: Reach out to Shelby or Iyana and check out Our Leadership Team | A Passion for Serving Our Advisors.Articles about Commonwealth: Commonwealth Announces Highest Recruiting Results in Its 43-Year History, with New Assets Nearly Doubling from 2021 - AdvisorHubWomen-Owned Independent RIA Moves Its Business to Commonwealth | Business WireWe also invite you to learn more about Muriel Network and Catalyst.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

Kick It Open is all about bold conversations that challenge the status quo in wealth management. In this special episode, host Shelby Nichol is joined by special co-host Iyana Harris for an inspiring discussion with Shannon Foreman, a powerhouse in financial planning and entrepreneurship.With women projected to control the majority of wealth by 2030, the industry is on the cusp of a major transformation. Together, Shelby, Iyana, and Shannon explore financial empowerment, personal growth, and the evolution of mentorship—highlighting how authenticity and vulnerability are reshaping success.They dig into building confidence, overcoming industry barriers, and fostering truly inclusive financial planning while emphasizing the need for safe spaces where women can navigate wealth without shame.Join us for an episode that’s as real as it is empowering—because the future of finance is female, and the time for change is now.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

At just 21, Lauren Oschman started her career as a financial advisor. Years later, she made an even bolder move—launching her own firm and stepping into the CEO role. But leadership isn’t 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:🔥 00:00 The Courage to Become CEO🚀 02:15 Starting in Wealth Management at 21💡 03:43 Launching a Firm & Carving a Niche💎 06:11 Breaking Through Industry Challenges🎯 07:30 Why Niching Down Leads to Growth🤝 13:18 Building Trust & Deep Client Relationships📈 25:29 Stepping into the CEO Role with Confidence⚖️ 35:10 The Reality of Balancing Leadership & Life🎭 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.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

If you can’t find the perfect firm, should you build it yourself? That’s exactly what Chuck Failla did. With over 25 years in the industry, Chuck started as a “cold-calling cowboy” in the ’90s and went on to launch Sovereign Financial Group, an SEC-registered RIA built on transparency, independence, and client-first values.In this episode of Kick It Open, host Shelby Nicholl sits down with Chuck to explore what it really takes to start your own firm. They break down the advantages of the RIA model, the resources available for advisors going independent, and why client demand for fiduciary services is shaping the future of wealth management. Plus, Chuck shares why conferences and industry events are game-changers for staying ahead of trends and building a strong community of like-minded advisors.If you’ve ever wondered whether to stay put or take the leap into independence, this conversation is packed with insights to help you decide.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

The way financial advisors charge for their services is evolving—but with so many models out there, how do you choose the right one?In this episode of Kick It Open, host Shelby Nicholl sits down with Julia Lilly, founder of Ryerson Financial, to cut through the confusion. Julia shares her journey from the broker-dealer world to launching her fee-for-service financial planning firm, built on transparency and client empowerment.We dive into the pros and cons of different pricing models, the rise of advice-only planning, and how Julia built her firm from the ground up—including the tech she uses to power her unique client experience.If you’re an advisor rethinking your revenue model—or a client wondering what you’re really paying for—this episode is a must-listen.00:00 Introduction to Financial Health Checkups 00:22 Welcome to the Kick It Open Podcast 00:29 Meet Julia Lilly: Wealth Management Expert 01:23 Julia's Journey in Wealth Management 02:37 Understanding Financial Planning Models 05:20 The Fee for Service Model 06:07 Client Impact and Transparency 07:04 Empowering Clients in Financial Planning 09:19 Challenges and Rewards of Fee-Only Planning 15:46 Solopreneurship and Mastermind Groups 23:02 Tech Tools and Cybersecurity 25:02 Future Growth and Trends in Financial Planning 31:11 Advice for Aspiring Financial Planners 33:20 Conclusion and Final Thoughts  Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

High performers don’t just rely on talent—they train their minds for success. In this episode of Kick It Open, Dr. Ellen Reed, mental toughness expert and co-author of Relentless Solution Focus, shares the science behind rewiring your brain for confidence, resilience, and high achievement.We dive into:🧠 Breaking free from problem-centric thinking and replacing stress with solution-driven focus.💡 Visualization techniques used by elite athletes—and how business leaders can apply them.💪 Building unshakable self-confidence with simple, daily mental workouts.Dr. Reed’s insights can help anyone—from athletes to advisors—develop a winning mindset and unlock their full potential.00:00 Introduction and Welcome01:39 Ellen's Journey to Mental Toughness04:03 The Power of Visualization09:36 Understanding Mental Toughness and Relentless Solution Focus13:03 Overcoming Problem Centric Thought25:58 Building Self-Confidence and Success30:02 Practical Tools for Mental Training34:16 Closing Thoughts and How to Connect Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

Leadership isn’t something you do—it’s who you are.In this episode of Kick It Open, host Shelby Nicholl sits down with Sheila Bast, a leadership coach with the Cohen Leadership Group, to explore what it truly means to embody leadership in all aspects of life—not just at work.Sheila shares her personal journey in financial services and her passion for developing real leaders—not just performers. Together, they dive into key leadership traits like influence, executive presence, and empathy, while breaking down the difference between “acting” like a leader in certain moments versus being a leader all the time—whether you're in the boardroom or ordering coffee. Because leadership isn’t situational—it’s a mindset and presence you carry everywhere.This episode also unpacks:✅ How to navigate organizational politics and the glass cliff phenomenon✅ The differences between male and female leadership styles✅ Practical steps to level up in leadership roles✅ Why mentorship and sponsorship are critical for career growthPlus, Sheila shares her favorite leadership reads and the quote that defines her approach: “We convince by our presence.” by Walt WhitmanIf you're ready to stop performing leadership and start being a leader in every part of life, this conversation is a must-listen.Recommended ResourcesSheila suggests a few books during the episode: ·      Finding Time to Lead by Leslie Peters: A short, insightful read on the shifts necessary for leveled-up leadership. ·      Dare to Lead by Brené Brown: A profound exploration of vulnerability and authentic leadership. Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

Women are already expert negotiators—they just don’t always realize it.This episode of Kick It Open starts with a simple but powerful text: a reminder that negotiation isn’t just for boardrooms—it’s a skill women use every single day.Host Shelby Nicholl is joined by Kathryn Valentine, CEO of Worth More Strategies, to break down the science of negotiation and why traditional advice often fails women. Kathryn shares research-backed insights, personal stories, and a holistic negotiation strategy designed to increase impact without increasing burnout.This conversation covers:✅ Why women already have the skills to be rockstar negotiators✅ How to advocate for yourself as effectively as you advocate for others✅ The power of body language, silence, and understanding what the other party values✅ A game-changing reframe of stress and “non-promotable” tasks—so you can ask for (and get) the resources you needIf negotiation has ever felt stressful or intimidating, this episode will change the way you see it—and show you why you’re already more skilled than you think.Resources mentioned in the episode: To access Kathryn’s courses and the “75 Things to Negotiate” visit her website at: https://worthmorestrategies.com/Claudia Goldin’s book Career and Family is incredible!  A bit of a history lesson but full of great info we should all know.Linda Babcock, Brena Peyser, Lise Veterlund and Laurie Weingart’s collective book “The No Club: Putting a Stop to Women’s Dead End Work”To connect with Shelby Nicholl, reach out to her via LinkedIn or at [email protected]. About this podcast: If you're a woman in wealth management (or any male-dominated industry), this podcast is for you. Muriel Siebert (first woman member of the NYSE ) said, "When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open.”  After decades of sluggish progress, it’s time for us to kick the door open on women’s success.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

Widowhood isn’t just a personal loss—it’s a financial turning point.With the average age of widowhood at just 59, too many women face a financial and identity crisis during what should be their peak earning years. In this powerful episode of Kick It Open, host Shelby Nicholl sits down with Megan Kopka, CFP, RLP to discuss how the wealth management industry can—and must—do better in serving modern widows.Megan shares her own experience of early widowhood, offering a deeply personal look at the emotional and financial challenges widows face. From navigating loss and financial decisions alone to finding support through organizations like the Modern Widows Club, this conversation sheds light on what widows truly need and how advisors can step up.This episode explores:✅ The financial and emotional realities of widowhood✅ The economic impact of losing a spouse in midlife✅ How peer communities provide critical support✅ The role of grief literacy in financial advising✅ Practical ways advisors can better serve widowed clientsPlus, we highlight key resources for widows, including the Modern Widows Club, Wings for Widows, and Savvy Ladies, which offer financial education and peer support.Whether you’re a woman, a financial advisor, or simply someone with women in your life—this is a conversation you don’t want to miss.Resources mentioned during the episode:·      Kathi Balasek trains financial professionals in grief literacy and empathy. Learn more about Kathi, access course and more at: Grief Literacy and Communication Education for Financial Professionals (kathibalasek.com)·      Modern Widows Club is a national organization with local chapters all over the country. Sign up for their newsletter and learn more about the organization at: Home - Modern Widows Club.·      Wings for Widows – Provides coaching and financial education services especially for men and women who are widows. Learn more at: Financial Planning For Widows | Wings for Widows·      Savvy Ladies provides financial education to women. Learn more at: Free Financial Education & Advice | Free Financial Advisors (savvyladies.org)About this podcast: If you're a woman in wealth management (or any male-dominated industry), this podcast is for you. Muriel Siebert (first woman member of the NYSE ) said, "When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open.”  After decades of sluggish progress, it’s time for us to kick the door open on women’s success.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

Are you making critical mistakes that are weakening your executive presence and limiting your impact?In this episode of Kick It Open, host Shelby Nicholl and Jackie Knolhoff, Executive Director of Communications at Wells Fargo, break down a Forbes article by Terina Allen titled “Executive Presence: 8 Warnings Signs That You Don’t Have It.” Shelby and Jackie bring decades of leadership experience to this conversation, sharing real-world insights on what executive presence truly means—and how to avoid the subtle mistakes that can undermine your influence.They explore:✅ The 8 warning signs that signal weak executive presence✅ How small missteps can short-change your success and leadership impact✅ The communication strategies that help leaders command a room✅ Why brand and image matter in shaping executive presence✅ The role of media and visibility in positioning yourself as a leaderYou'll be entertained by:Shelby Nicholl:  She's a 25-year corporate vet who rose to SVP at LPL Finanical and Director at Edward Jones.  She hosts the Kick It Open podcast.  She founded Muriel Network in 2023 and launched the Muriel Network community app in Feb. 2024.  If you're not part of the community yet, DM her on LinkedIn.  Jackie Knolhoff serves as Executive Director of Communications at Wells Fargo.  She has decades of experience working with media and helping advisors build their brands and images. Fun fact: She and Shelby worked together at Edward Jones where Jackie was a member of media relations team.  During Jackie’s tenure, the firm emerged as a truly national player within the wealth management industry. Muriel Siebert (first woman member of the NYSE ) said, "When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open.”  After decades of sluggish progress, it’s time for us to kick the door open on women’s success. Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

As we gathered around the microphone, Stephanie McCarthy, and I, Shelby Nicholl, couldn't help but reminisce about the piggy banks and lawn-mowing gigs of our past. Our bonus episode of Kick it Open turns into an intimate affair, as we exchange tales of our financial roots, revealing the impact of our early money memories on the fiscal philosophies we uphold today. We laugh, we reflect, and we even admit to the odd discomfort we've felt discussing our own finances, despite spending our careers in wealth management. It's a paradox we're ready to unpack, and we invite you to listen in on this rare glimpse into the (our) personal side of money management.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

"Women can do money. We can make it. We can save it. We can invest it."That’s the belief driving Melissa Reaktenwalt, founder of EViE Financial, whose fast-growing financial practice is proving that emotion-based conversations are the future of wealth management—especially for chronically underserved women clients.In this episode of Kick It Open, host Shelby Nicholl and guest co-host Stephanie McCarthy sit down with Melissa to explore:✅ How money stories and financial trauma shape financial confidence✅ The conversations that unlock real wealth-building opportunities for women✅ How Melissa ensures her own energy and resilience while growing her practice✅ The future of financial planning and why personalization matters more than everIf you’re ready for a fresh take on financial advising that prioritizes women, emotions, and real conversations, this episode is a must-listen.Resources: Learn more about Melissa’s Practice EViE Financial. EViE’s values are in their name: Education, Vitality, Independence and Empowerment.  You'll be entertained by:Shelby Nicholl:  She's a 25-year corporate vet who rose to SVP at LPL Finanical and Director at Edward Jones.  She hosts the Kick It Open podcast.  She founded Muriel Network in 2023 and launched the Muriel Network community app in Feb. 2024.  If you're not part of the community yet, DM her on LinkedIn.  Stephanie McCarthy:  Stephanie is a former broadcast journalist who became a marketing researcher and spent the last decade listening to investors and advisors about what they wanted in their financial services firms. She loves to talk about the future of the industry.  Melissa Reaktenwalt is Founder and leader Advisor at EViE Financial. With nearly two decades of experience, Melissa founded EViE in fall 2018 with a goal of providing accessible financial services to all.  Her personal money mantra is simple: earn all you can; save and invest all you can; give all you can. About this podcast: If you're a woman in wealth management (or any male-dominated industry), this podcast is for you.  Muriel Siebert (first woman member of the NYSE ) said, "When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open.”  After decades of sluggish progress, it’s time for us to kick the door open on women’s success.   Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

"When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open." – Muriel SiebertThat’s the inspiration behind Kick It Open—a podcast built to help women succeed in wealth management and other male-dominated industries.And there’s no better way to kick open doors than to let your network do it for you.In this very first episode, host Shelby Nicholl is joined by Stephanie McCarthy and Jana Gregorek for a conversation about networking as a skill, a mindset, and a game-changing career strategy. They break down:✅ How to shift from a competitive mindset to an abundance mindset✅ Why networking isn’t just about connections—it’s about muscle memory✅ How practicing the art of networking makes it easier and less intimidating✅ The strategies women can use to thrive in male-dominated industriesMeet the Hosts & Guests:🔹 Shelby Nicholl: A 25-year corporate veteran who rose to SVP at LPL Financial and Director at Edward Jones before becoming an entrepreneur.🔹 Stephanie McCarthy: A former broadcast journalist turned financial services marketing researcher, Stephanie has spent a decade studying what investors and advisors truly want from the industry.🔹 Jana Gregorek: Director of Talent Acquisition at Moneta with 18 years in financial services, she’s passionate about helping women grow their careers and build powerful networks.If you’ve ever struggled with networking—or wondered how to use it to open new opportunities—this episode is a must-listen.Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.