Shows
Kick it Open with Shelby NichollAre 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 min
Retirement Tax Services PodcastShould I stay or should I go? with Shelby NichollThis week, Steven is joined by Shelby Nicholl, founder of Muriel Consulting, to provide insight on how advisors can think about the firm structure they find themselves in and the key factors to consider when confronted with the question "should I stay or should I go". Like so many other areas, taxes is "a" consideration, not "the" consideration, so Shelby and Steven discuss the realities of tax planning in different-sized firms and what advisors can do to advocate for change without making a move. Shelby is also a sponsor for the 2025 Summit and has generously offered all of our...2025-07-0730 minKick it Open with Shelby NichollCan 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 min
Financial Advisors Want To Know PodcastEp 81: Is Going RIA the Right Move for You?Financial Advisors Want to Know: Is Going RIA the Right Move for You? Ep. 81: Shelby NichollWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.About Shelby Nicholl: Guiding Financial Advisors to a More Fulfilling Future: If you’re feeling stuck or underwhelmed at your current firm, let’s talk. We help you envision your dream practice, explore your options, and launch the practice you truly deserve. Specializing in hel...2025-06-3022 min
The Get Ready Money PodcastEmpower Women to Take Control of Their Finances!Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Shelby Nicholl, Founder of the Muriel Network and host of the Kick It Open Podcast about changing the way we think about money and women.In this episode we discussed:We have to enable women to do it their way.It’s okay to talk about money, we need to have conversations about money. It’s important to take agency over our lives. Advisors should own their practice.Love what you, do what you love. ...2025-06-1739 minKick it Open with Shelby NichollCan 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 min
Can I Borrow Your Car?Looking at Networking From the Inside Out: A Professionals Look at Culture From Within Large Organizations and Becoming an EntrepreneurIn this episode, Mike interviews Shelby Nicholl, a seasoned corporate veteran turned entrepreneur and certified exit planning advisor. They discuss Shelby's journey from working at major financial firms to starting her own consulting business, Muriel Consulting. The conversation delves into the evolution of networking skills, the contrasting cultures of Edward Jones and LPL Financial, and the importance of building a strong referral network. Shelby shares insights on being referable, the nuances of referral incentives, and how to navigate referral conversations effectively. The episode concludes with Shelby's thoughts on ideal referral sources and the significance of personal connections in business.2025-06-1339 minKick it Open with Shelby NichollDoes 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 minKick it Open with Shelby NichollDo 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 minKick it Open with Shelby NichollCan 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 minKick it Open with Shelby NichollStruggling 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 minKick it Open with Shelby NichollWhat 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 minKick it Open with Shelby NichollWhat 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 minKick it Open with Shelby NichollAre 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 minKick it Open with Shelby NichollWhat 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 minKick it Open with Shelby NichollIs 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 min
Tech It UpMastering Negotiation for Female Financial AdvisorsIn this episode, we explore the art of negotiation for female financial advisors. Our guest, Shelby Nicholl—founder of Muriel Consulting and host of the Kick It Open podcast—shares insights from her 25 years in wealth management, including leadership roles at LPL Financial and Edward Jones. She offers strategies to navigate negotiations, overcome self-doubt, and secure career opportunities with confidence.2025-02-0319 minKick it Open with Shelby NichollWill 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 minKick it Open with Shelby NichollHow 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 minKick it Open with Shelby NichollWhat'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 minKick it Open with Shelby NichollHow 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 minKick it Open with Shelby NichollHow 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 minKick it Open with Shelby NichollWhat 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 min
Fearless FemalesClosing the Gap for Women in Wealth with Shelby Nicholl: Redefining Success for Women in FinanceIn today's episode, Lorie Jones sits down with the trailblazing Shelby Nicholl, a powerhouse in wealth management and founder of the Muriel Network. Shelby's journey is a masterclass in maintaining your authenticity while climbing the corporate ladder. From defying gender biases to mastering work-life harmony, Shelby's strategies and stories will ignite your ambition. Discover how affirmation and manifestation fueled her success and learn the art of effective negotiation. Buckle up for this dynamic conversation that's sure to inspire your next big move! Show Highlights: Discover the Muriel Network and how it can h...2024-10-2847 minKick it Open with Shelby NichollWhat 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 minKick it Open with Shelby NichollDo 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 minKick it Open with Shelby NichollShould 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 minKick it Open with Shelby NichollWhat 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 minKick it Open with Shelby NichollHow 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 minKick it Open with Shelby NichollHow 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 minKick it Open with Shelby NichollAre 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 strategy2024-05-3152 minKick it Open with Shelby NichollWhat 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 minKick it Open with Shelby NichollWhat’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 minKick it Open with Shelby NichollMoney 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 minKick it Open with Shelby NichollCan 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 minKick it Open with Shelby NichollHow 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