Shows
Advisors Off ScriptAre You a “Boring” Advisor? How Jesse Hurst Uses Pop Culture to Make Finance MemorableDo 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 m...
2026-02-2029 min
Advisors Off ScriptOvercoming Fear and Leading with Purpose with Derrick KinneyAre 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" th...
2026-02-0640 min
Advisors Off ScriptConsidering an Exit? Max Your Value First with Scott DiGiammarinoConsidering 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.
2026-01-2345 min
Advisors Off ScriptThe Client Mindset at Transition: It’s More Important than the Paperwork with Libby GreiweWhat 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” t...
2026-01-0944 min
Advisors Off ScriptBuilding With Purpose: Culture, Calling, and Family Office Planning in Middle America with Vaughn Scott💥 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.Tog...
2025-12-0536 min
Conversations with Calvin; WE the SpeciesALAN ROTH; Screenwriter, Nicholl Fellowship Award, Producer, Adjunct Prof Screenwriting-Fairleigh Dickinson University; LIVE from New York#realconversations #screenwriter #professor #Hollywood#Casablanca #producer #author #NichollFellowshipCONVERSATIONS WITH CALVIN WE THE SPECIES hosted by CalvinSchwartzMeet ALAN ROTH, Screenwriter. “Speaking of movies, I’m ahopeless romantic, as many know. My first novel, Vichy Water, arrived from deepspace after my 44th viewing of ‘Casablanca.’ Alan and I talk about Bogart andthe Epstein brothers, screenwriters of that movie. Alan arrived in my field ofvision from deep networking space and illuminated me with his journey intoscreenwriting and his vast command and knowledge of Hollywood and the art ofscreenwriting. What lit his fire was winning the coveted Nicholl...
2025-11-251h 07
Advisors Off ScriptBuild the Right ‘Whos,’ Scale the Right Way: Lessons from a $500 Million Advisor with Colleen BowlerAt 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...
2025-11-2243 min
Advisors Off ScriptFrom Edward Jones to $2 Billion: How Cedarwood is Proving What's Possible in Independence with Dylan Ripley and Todd VincentYou 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 thinkin...
2025-11-0734 min
Advisors Off ScriptBrand First: The 3 C’s That Make Breakaway Advisors Look Credible on Day One with Kevin NicholsA 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 believ...
2025-10-2447 min
Advisors Off ScriptBurnout, Breakaway, and the “Minimum Viable” Move: How Lauren Williams Rebuilt to $200M AUM in 18 MonthsSometimes 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...
2025-10-2044 min
Advisors Off ScriptIntroducing Advisors Off ScriptAfter 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.
2025-10-1501 min
The Perfect RIAThe Future of Financial Advising with Shelby Nicholl [Episode 324]In this episode, Shelby Nicholl discusses the recent acquisition of Commonwealth by LPL and its implications for financial advisors. The conversation covers the importance of understanding the fit test for advisors considering a move, the complexities of ownership in financial practices, and the emotional challenges faced during transitions. Shelby emphasizes the need for a solid communication plan for clients and outlines the timeline for transitioning firms. The discussion also touches on the worth of making a move and when it might be better to stay put. The Future of Financial Advising with Shelby Nicholl [Episode 324] ...
2025-09-0125 minAdvisors Off ScriptAre Financial Advisors Failing at Their Own Exit Planning?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, sh...
2025-07-1445 minAdvisors Off ScriptCan You Scale Faster With a Better Tax Plan? 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 Fina...
2025-06-3046 minAdvisors Off ScriptCan Consistency Be Your Secret Weapon for Growth?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—an...
2025-06-1339 minAdvisors Off ScriptDoes Life End with Retirement, or Can We Rewire?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 focu...
2025-06-0144 min
Full Advisor Coaching - The PodcastReinventing Your Practice: Finding Your Version 2.0 with Shelby Nicholl (Ep. 33)What does building your Version 2.0 really look like?In this episode, I’m joined by Shelby Nicholl, founder of Muriel Consulting and host of the Kick It Open podcast, to explore how advisors can recognize when it’s time to evolve and how to take smart, confident steps toward a more fulfilling practice. Listen in as we talk about how to evaluate firm fit across three key dimensions and what options exist for those considering independence or starting their own RIA.You'll learn how to th...
2025-05-2839 minAdvisors Off ScriptDo You Have the Courage to Be Curious in 2025?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...
2025-05-1939 minAdvisors Off ScriptCan a Joy-First Approach Fuel Long-Term Growth for RIAs?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. Th...
2025-05-0338 minAdvisors Off ScriptStruggling to Scale? It Might Be Time for a Second-in-Command COO.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...
2025-04-1837 min
Scale Her Up: Female business stories and expert tips for business growth and success“Employees will know and trust you if they know that you'll act on anything that happens.” with Lucy NichollWelcome back to Scale Her Up! Today we have HR extraordinaire, Lucy Nicholl from Nicholl HR. Nicholl HR gives HR support to small businesses throughout Scotland. Lucy gives an affordable, face to face service that helps owners manage employees and advise them on any legal issues that may arise. In this episode Lucy shares her advice on building a team and creating an atmosphere that encourages employee retention. After almost 2 years in the business Lucy’s passion for HR stems from her own experience of Discrimination in the workplace and as a result her goals is to help employers an...
2025-04-0443 minAdvisors Off ScriptWhat If the Key to Practice Growth Is Actually Health, Not Wealth?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 prof...
2025-04-0441 minAdvisors Off ScriptWhat Happens After a Failed Succession Plan? Breakthroughs, Innovation, and ResilienceWhat 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...
2025-03-2146 minAdvisors Off ScriptAre You Ready to Ditch the Hustle and Scale to 8 Figures?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...
2025-03-0741 minAdvisors Off ScriptWhat Happens When Your Strategy, Marketing & Client Experience Align?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...
2025-02-2842 minAdvisors Off ScriptIs There a Better Way to Go Independent Than Joining an Independent Broker-Dealer?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 avoi...
2025-02-1443 minAdvisors Off ScriptWill AI Be the Ultimate Growth Hack for Wealth Advisors?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-wor...
2025-01-3136 minAdvisors Off ScriptHow do you future-proof the legacy of a $7B RIA?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 stru...
2025-01-1745 minAdvisors Off ScriptWhat's the Secret to a Successful Acquisition Strategy? Relationships.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...
2025-01-0338 minAdvisors Off ScriptHow Can You Set Yourself Up for Crushing Your 2025 Goals?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 amb...
2024-12-0635 minAdvisors Off ScriptHow Do We Stop Next-Gen Advisors from Failing?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 st...
2024-11-2235 minAdvisors Off ScriptWhat Should Advisors Look for to Find the Perfect Culture Fit?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...
2024-11-0846 minAdvisors Off ScriptWhat Would Happen If Women Stopped Playing Small?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....
2024-10-2543 minAdvisors Off ScriptDo 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 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 shar...
2024-10-1147 minAdvisors Off ScriptShould I Settle? Or, Should I Build My Own RIA?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 adviso...
2024-09-2742 minAdvisors Off ScriptWhat Fee Model Best Captures the Value I Deliver?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 bu...
2024-08-2434 minAdvisors Off ScriptHow Can You Train Your Brain for Success Like an Elite Athlete?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...
2024-08-0937 minAdvisors Off ScriptHow Can You Stop Performing Leadership and Start Being a Leader?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...
2024-06-2439 minAdvisors Off ScriptAre Women Actually the Best Negotiators?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
2024-05-3152 minAdvisors Off ScriptWhat Do Modern Widows Really Need from Financial Advisors?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 l...
2024-05-1840 minAdvisors Off ScriptWhat’s Holding You Back from True Executive Presence?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...
2024-04-2235 min
Wicked Problems PodcastAli Nicholl: Decentralised data distribution: sustainability, impact, and resilience for the future of humanity and the environment.About the episode: How can businesses share data to enable them to collaborate effectively whilst still retaining control of their data? Ali Nicholl at IOTICS thinks his company has the answer. Guest Name: Ali Nicholl Ali Nicholl is part of IOTICS’ founding team and IOTICS’ Head of Engagement, working across transport, logistics, utilities, the built environment, and defence, focusing on interoperability of IT & OT and digital cooperation across enterprise boundaries. Deploying decentralised, federated approaches that leverage semantics, selective sharing of data and connected digital twins. Ali is actively working on projects supporting the co-cr...
2024-04-1735 minAdvisors Off ScriptMoney Stories Bonus: The Personal Side of Money ManagementAs 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...
2024-04-0819 minAdvisors Off ScriptCan You Grow a Hyper-Growth Practice With Deep Emotional Connection?"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 financ...
2024-03-2936 minAdvisors Off ScriptHow Can Networking Be Your Ultimate Career Superpower?"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 G...
2024-03-2937 min
WTF Do I Eat PodcastIntroduction - WTF Do I Eat PodcastFeeling overwhelmed by all the nutrition information out there? Join 3 Registered Dietitians, Lilia Bolgov, Jana Nicholl, and Nick Padula as they explore different nutrition topics and answer the question, "WTF Do I Eat". In this episode, you'll learn more about the 3 hosts of this podcast, their journey to becoming Registered Dietitians, and their food philosophy. This is what you'll learn in this episode: Learn more about the co-hosts of the podcast and their food philosphy Learn how each co-host became a Registered Dietitian and what brought us together to start this podcast Here's wh...
2024-02-2716 min
This Is AwkwardTeaserEver feel like you put your foot in your mouth more often than a contortionist? Or worse, say nothing at all when confronted with tricky subjects? Fear not, ‘This Is Awkward – How to have difficult conversations’ is a brand-new podcast, dedicated to tackling life’s most awkward conversations.Led by hosts author Lyanne Nicholl and Kristy MacLeod, each episode focuses on a stand-alone topic and features a special guest who is on hand to offer their unique professional insight and experience.Subjects range from how to broach an embarrassing problem with your GP, how to n...
2023-07-0501 min
RD Exam Made Easy Podcast1: Jana Nicholl: A Dietitian's JourneyListen in as I share my journey so far as a Registered Dietitian. What I've learned is that your path as a Dietitian may not be clear or linear. For me, there were many ups and downs and lots of walking through open doors, not knowing what was waiting for me on the other side. If you're not sure what you want to do as a dietitian, you're definitely not gonna want to miss this episode. One thing I know for sure, you have a gift and strengths that will guide you through your journey. @JanaNichollRD
2022-04-2618 min
RD Exam Made Easy PodcastIntroducing the RD Exam Made Easy PodcastReady to pass the RD Exam the first time? Join Jana Nicholl, Registered Dietitian, Lactation Consultant and Educator in this podcast series, the RD Exam Made Easy Podcast. You'll learn about concepts through case studies, sample exam questions, and conversations with experts in the field. You'll also hear stories to reinforce what you learned in the episode. Get ready to show up for the exam with the knowledge and confidence you need to pass it the first time so you can start the career of your dreams.
2022-04-2002 min
Uncomfortable with Jamie Dean NichollS1 E52 Uncomfortable with Jamie Dean Nicholl - with ME (One Year Anniversary Episode!)This is my one-year anniversary episode and my dear friend Lily asks me all the questions I received from previous guests and fans.
2022-03-211h 08
Scripted From The BottomThe Academy Nicholl w/ 2020 Nicholl Fellow James Acker (PART 2)This week is PART TWO of our deep dive into the Academy's Nicholl Fellowship with 2020 Fellow James Acker. Winning with his piece SadBoi, James tells us the process of applying and finding out he placed.James Acker -James Acker grew up in New Jersey and he’s based his entire personality off that fact. He received his Bachelor’s in Screenwriting & Playwriting from Drexel University, an engineering school, and uses it in the following ways. While his writing has yet to be published, he did get a joke into Nickelodeon Magazine back...
2021-09-1554 minScripted From The BottomA Nicholl For Your Thoughts w/ 2020 Nicholl Fellow James Acker (PART 1)This week we dive into the Academy's Nicholl Fellowship with 2020 Fellow James Acker. Winning with his piece SadBoi, James tells us the process of applying and finding out he placed. James Acker - James Acker grew up in New Jersey and he’s based his entire personality off that fact. He received his Bachelor’s in Screenwriting & Playwriting from Drexel University, an engineering school, and uses it in the following ways. While his writing has yet to be published, he did get a joke into Nickelodeon Magazine back in ‘03. A 2020 Nicholl Fellow for his script...
2021-09-0855 min
The Morning MuseThe Dan Nicholl Interview- The Morning Muse EP. 27“Nothing is as important as passion. No matter what you want to do with your life, be passionate.”🤎Welcome Back to The Morning Muse.In today’s thrilling podcast we were joined by Reputable television presenter, Prime time TV talk show host of The Dan Nicholl Show, MC and wine enthusiast, Mr Dan Nicholl.Born in Belfast, Northern Ireland, and brought up in Zimbabwe, Dan has lived in South Africa for 20 years, and has established a strong reputation as a television presenter, MC, and popular public figure. The Dan Nicholl Show is in its ninth season broadcasting across Africa, bringing together...
2021-08-1122 min