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Contenuto fornito da Shelby Nicholl. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Shelby Nicholl o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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Kick it Open - A Muriel Network Podcast

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Contenuto fornito da Shelby Nicholl. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Shelby Nicholl o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Muriel Siebert, the first woman member of the NYSE, famously said: “When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open.”

Welcome to Kick It Open, the podcast for financial advisors and wealth management professionals ready to break free from limits, take control of their careers, and elevate their personal success.

The wealth management industry is evolving rapidly. With AI, shifting product lines, new business models, and changing client demographics, it’s critical to open the doors to what’s new, different, and future-forward. That’s where we come in.
Each episode highlights bold stories from advisors and industry leaders who are embracing change, redefining success, and driving growth in their careers and practices.
Our hope? That you’ll see YOUR value, trust YOUR vision, and unlock YOUR full potential. This industry needs YOUR highest contributions, and we can’t wait to see what you do.

About the Host

Shelby Nicholl is the founder and lead consultant at Muriel Consulting, where she helps financial advisors break free from limits, align their businesses with their ambitions, and build thriving practices. With 25 years in leadership roles at firms like LPL Financial and Edward Jones, she combines deep industry experience with her passion for empowering advisors to take bold steps toward independence and success.
She is also the founder of Muriel Network, a digital community for women in wealth management seeking connection, inspiration, and growth.
Through Kick It Open, Shelby shares inspiring stories from industry leaders who are transforming wealth management and achieving their highest potential.

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17 episodi

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iconCondividi
 
Manage series 3565060
Contenuto fornito da Shelby Nicholl. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Shelby Nicholl o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Muriel Siebert, the first woman member of the NYSE, famously said: “When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open.”

Welcome to Kick It Open, the podcast for financial advisors and wealth management professionals ready to break free from limits, take control of their careers, and elevate their personal success.

The wealth management industry is evolving rapidly. With AI, shifting product lines, new business models, and changing client demographics, it’s critical to open the doors to what’s new, different, and future-forward. That’s where we come in.
Each episode highlights bold stories from advisors and industry leaders who are embracing change, redefining success, and driving growth in their careers and practices.
Our hope? That you’ll see YOUR value, trust YOUR vision, and unlock YOUR full potential. This industry needs YOUR highest contributions, and we can’t wait to see what you do.

About the Host

Shelby Nicholl is the founder and lead consultant at Muriel Consulting, where she helps financial advisors break free from limits, align their businesses with their ambitions, and build thriving practices. With 25 years in leadership roles at firms like LPL Financial and Edward Jones, she combines deep industry experience with her passion for empowering advisors to take bold steps toward independence and success.
She is also the founder of Muriel Network, a digital community for women in wealth management seeking connection, inspiration, and growth.
Through Kick It Open, Shelby shares inspiring stories from industry leaders who are transforming wealth management and achieving their highest potential.

  continue reading

17 episodi

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In this episode of the Kick It Open podcast, host Shelby Nicholl interviews Chris Kerckhoff, the president and CEO of PlanCorp, a major RIA firm managing about $7 billion in assets. Kerchhoff walks through his journey in the wealth management industry, initiated by personal family business experiences and enhanced by mentoring and strategic leadership at PlanCorp. The conversation covers the challenges and necessities in creating a durable succession plan, PlanCorp’s growth from a small firm to a big player in the industry, and the key aspects of governance, leadership development, and the importance of continuous improvement. The episode also touches on the firm's strategic initiatives, like their focus on mergers and acquisitions and the incorporation of technology to enhance efficiency. Kirchhoff shares insights on leadership, the importance of external coaching, and his vision for future-proofing PlanCorp's legacy. Produced by Shelby Nicholl. Edited by Aaron Sherman. Marketing by Sabrina Portnoy. Graphic Design by John Gallagher. Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU Join our community Instagram…
 
In this episode of the Kick It Open podcast, host Shelby Nicholl interviews Stephanie 'Stevie' Green, President of Spencer Financial. Stevie discusses her journey into the wealth management industry, including the challenges and successes of acquiring and expanding her father's practice after his pancreatic cancer diagnosis. The conversation covers topics such as the importance of advisor relationships, transitioning client books through acquisitions, and maintaining high client service standards. Stevie also shares insights on balancing family life with a growing business, effective hiring practices, and her organic growth strategies, including complimentary financial planning and client referrals. She emphasizes the value of work-life integration and concludes with fun personal anecdotes and rapid-fire questions. Produced by Shelby Nicholl. Edited by Aaron Sherman. Marketing by Sabrina Portnoy. Graphic Design by John Gallagher. Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU Join our community Instagram…
 
In this episode of the 'Kick It Open' podcast, hosted by Shelby Nicholl, Kristin Burke, a goal achievement coach, shares valuable insights into setting and achieving goals for 2025. The conversation centers around two pivotal questions for goal setting: 'What do you want more of?' and 'What do you want less of?' Kristin discusses her journey in wealth management, her transition to coaching, and the importance of clarity, confidence, courage, and consistency in achieving goals. She provides practical advice on creating a goal achievement plan, setting accountability measures, and overcoming fear and limiting beliefs. The episode concludes with actionable takeaways for goal setting and information on Kristen's goal setting course. For 50% off Kristin's Goal Setting Course go to KristinBurke.com and use promo code: podcast50 Kirstin Burke is also host of the Elite Achievement podcast which can be found wherever you stream podcasts. www.kristinburke.com/podcast Produced by Shelby Nicholl. Edited by Aaron Sherman. Marketing by Sabrina Portnoy. Graphic Design by John Gallagher. Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU Join our community Instagram…
 
In this episode of the 'Kick It Open Podcast,' host Shelby Nicholl welcomes Alanah Phillips and Lindsey Lewis, co-founders of the Advisor Launch Lab, to discuss their unconventional journeys and successful strategies for hiring and developing next-gen talent in the wealth management industry. They emphasize the need for diversity in teams, the fallacies in traditional hiring practices, and the importance of mentorship, continual learning, and emotional intelligence. They also share their experiences and insights on reducing the high fallout rate among new advisors through better support, training, and innovative thinking. Produced by Shelby Nicholl. Edited by Aaron Sherman. Marketing by Sabrina Portnoy. Graphic Design by John Gallagher. Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU Join our community Instagram…
 
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 - AdvisorHub Women-Owned Independent RIA Moves Its Business to Commonwealth | Business Wire We also invite you to learn more about Muriel Network and Catalyst . Produced by Shelby Nicholl. Edited by Aaron Sherman. Marketing by Sabrina Portnoy. Graphic Design by John Gallagher. Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU Join our community Instagram…
 
In 'Kick It Open,' host Shelby Nichol, co-host Iyana Harris, and guest Shannon Foreman discuss the transformative changes needed in wealth management for the growing number of women controlling significant wealth by 2030. The discussion emphasizes financial empowerment, personal growth, and the evolution of mentorship and coaching in the industry. They highlight the life journeys of successful women, the importance of authenticity and vulnerability, and the creation of supportive communities for women in finance. Key themes include the role of women in financial advisory, building confidence, overcoming industry challenges, and the future shift towards inclusive financial planning. The podcast underscores the significance of life planning, financial literacy, and the need for safe spaces for women to discuss financial matters without shame. Produced by Shelby Nicholl. Edited by Aaron Sherman. Marketing by Sabrina Portnoy. Graphic Design by John Gallagher. Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU Join our community Instagram…
 
In this episode of the Kick It Open podcast, host Shelby Nicholl sits down with Lauren Oschman, the CEO of Vestia Wealth Advisors. Lauren shares her journey into the wealth management industry, detailing her experience as a mom of three and a leader in a male-dominated field. From establishing a niche in serving physician clients to becoming CEO, Lauren discusses the challenges she faced and the strategies she used to balance her professional and personal life. This conversation offers insights into the significance of having a niche, the balance of work and family, and the importance of redefining success and leadership. Produced by Shelby Nicholl. Edited by Aaron Sherman. Marketing by Sabrina Portnoy. Graphic Design by John Gallagher. Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU Join our community Instagram…
 
The Journey to RIA Success: From Cold Calling Cowboy to Independent Innovator In this episode of the Kick It Open podcast, host Shelby Nicholl interviews Chuck Failla, a financial advisor with over 25 years of experience. Chuck shares his journey from being a 'cold calling cowboy' in the 90s to founding Sovereign Financial Group, an SEC-registered RIA. The conversation covers Chuck's career milestones, the advantages of the RIA model, and the resources and community support available for advisors considering going independent. They also discuss the impact of client demand for fiduciary services and transparency, as well as the importance of attending conferences to stay updated with industry innovations. Produced by Shelby Nicholl. Edited by Aaron Sherman. Marketing by Sabrina Portnoy. Graphic Design by John Gallagher. Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU Join our community Instagram…
 
In this episode of the Kick It Open podcast, host Shelby Nicholl is joined by Julia Lilly, founder of Ryerson Financial. Julia has decades of experience in wealth management and shares her journey from working at a broker dealer to starting her own fee-for-service financial planning firm. The conversation delves into different financial advisory models, the complexities of fee structures, and the growing trend towards transparent, advice-only financial planning. Julia emphasizes the importance of client empowerment and transparency in financial planning, sharing her unique approach to helping clients take charge of their financial health. The episode also includes a discussion of how Julia learned everything she needed to know to stand-up her practice and the technology selections that back her unique client offering. 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 Produced by Shelby Nicholl. Edited by Aaron Sherman. Marketing by Sabrina Portnoy. Graphic Design by John Gallagher. Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU Join our community Instagram…
 
Is mental toughness the same as confidence? What’s the relationship between visualization, confidence and top performance? Find out in this episode featuring Dr. Ellen Reed interviewed by Kick It Open host Shelby Nicholl. Dr. Reed shares her experiences working with Dr. Jason Selk and how her background in psychology and professional dancing came together in her career. They explore the importance of visualization and mental workouts, specifically the concept of Relentless Solution Focus (RSF). Dr. Reed emphasizes the significant impacts of self-confidence on performance across various fields and how to nurture it through simple, consistent mental exercises. The discussion also touches on overcoming problem-centric thoughts, the biological impacts of optimism, and strategies for maintaining mental resilience. 00:00 Introduction and Welcome 01:39 Ellen's Journey to Mental Toughness 04:03 The Power of Visualization 09:36 Understanding Mental Toughness and Relentless Solution Focus 13:03 Overcoming Problem Centric Thought 25:58 Building Self-Confidence and Success 30:02 Practical Tools for Mental Training 34:16 Closing Thoughts and How to Connect Produced by Shelby Nicholl. Edited by Aaron Sherman. Marketing by Sabrina Portnoy. Graphic Design by John Gallagher. Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU Join our community Instagram…
 
Wondering how to embody leadership? It's way beyond a title. In this episode of the Kick It Open podcast, host Shelby Nicholl is joined by Sheila Bast, a leadership coach from the Cohen Leadership Group. Sheila shares her journey in financial services and her passion for leadership development. They delve deep into the essence of leadership as a way of being rather than a title, discussing the importance of influence, executive presence, and empathy. Sheila provides thoughtful distinctions between 'being' and 'doing' leadership and offers insights into navigating organizational politics, the glass cliff phenomenon, and the differences in male and female leadership styles. The conversation also touches on practical advice for leveling up in leadership roles and the significance of mentorship and sponsorship for women aiming to climb the corporate ladder. Recommended Resources Sheila suggests a few key books: · 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. Plus: Sheila's favorite leadership-related quote: Walt Whitman said, “We convince by our presence." Produced by Shelby Nicholl. Edited by Aaron Sherman. Marketing by Sabrina Portnoy. Graphic Design by John Gallagher. Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU Join our community Instagram…
 
This episode starts with host Shelby Nicholl reading a text from a friend who reminded her that negotiation is a key skill for women in the workplace...and one that is often looked at with anxiety. Yet, as guest Kathryn Valentine proves, we women are amazing negotiators! Here's the text message that sets this episode into motion: "Before I had Elin, a friend said to me, your entire life will be a negotiation from here on out. Think about what we do when we negotiate w a toddler or god forbid a teenager - women are uniquely positioned to actually be rockstars at negotiation if they just lean into what they do ALL the time, with our realizing it. The same fundamentals apply - figure out what is important to the other party (whether it be a lollipop or a funded project) and trade for it, body language (the mom glare anyone??) and the silence is legit one of the most impactful ways to gain leverage to just name a few. Rock your work life like you run the hell out of a household and you'll be fine." During the ep, Kathryn Valentine, CEO of Worth More Strategies, shares her wealth of experience, including personal anecdotes and the academic research findings that reveal how traditional negotiation advice fails women. We delve into the dynamics of gender in negotiation, spotlighting how women can excel, especially when advocating for others. Discover how to use a holistic negotiation strategy to enhance impact and alleviate burnout. Kathryn also offers a reframe of stress and non-promotable tasks that will change your perspective on why you SHOULD ask for resources at work. 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 info@murielnetwork.com. 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. Produced by Shelby Nicholl. Edited by Aaron Sherman. Marketing by Sabrina Portnoy. Graphic Design by John Gallagher. Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU Join our community Instagram…
 
Everyone can benefit from this important episode on widowhood and how the wealth management industry can rise to better serve the financial planning needs of today's modern widows. BTW - the average age of widowhood is just 59 and 80% of women aged 80+ are widows. If you're a woman, a woman advisor, an advisor serving women or just have women in your life, this episode is an important one. This episode features Kick It Open podcast host Shelby Nicholl and special guest Megan Kopka, CFP, RLP . The episode unfolds into a heartfelt exploration of Megan's own experience of early widowhood, shedding light on the identity crisis and financial implications that follow such a devastating event. With the average age of widowhood at 59, we discuss not only the personal impact but also the broader economic strain felt during what should be peak earning years. Our dialogue underscores the necessity of supportive networks and communities like the Modern Widows Club, which offers resources and peer advice to those experiencing loss. We share stories of growth and resilience, and the strength found in the solidarity of those who have walked a similar path. 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. Produced by Shelby Nicholl. Edited by Aaron Sherman. Marketing by Sabrina Portnoy. Graphic Design by John Gallagher. Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU Join our community Instagram…
 
Are you making critical mistakes that are lessening your executive presence, short-changing your personal success and critical impact? In this episode, friends and former colleagues Shelby Nicholl and Jackie Knolhoff discuss a Forbes article by Terina Allen titled “ Executive Presence: 8 Warnings Signs That You Don’t Have It. ” 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 . 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. 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. Produced by Shelby Nicholl. Edited by Aaron Sherman. Marketing by Sabrina Portnoy. Graphic Design by John Gallagher. Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU Join our community Instagram…
 
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. Produced by Shelby Nicholl. Edited by Aaron Sherman. Marketing by Sabrina Portnoy. Graphic Design by John Gallagher. Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU Join our community Instagram…
 
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