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PODCAST

Advisors Off Script

Advisors Off Script is the podcast where financial advisors step away from the polished talking points and get real about what it takes to build, break away, and boldly grow. These are stories from the independent front lines. Every advisor has a choice: follow the script laid out by the industry—or write your own.Formerly known as Kick It Open, the show is hosted by Shelby Nicholl, founder of Muriel Consulting and known as the “RIA Whisperer.” She brings candid conversations, insider insights, and

business investing

All Episodes

29:20

Are You a “Boring” Advisor? How Jesse Hurst Uses Pop...

Advisors Off Script ·

2026/02/20

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 “...

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40:18

Overcoming Fear and Leading with Purpose with Derrick...

Advisors Off Script ·

2026/02/06

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 bur...

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45:11

Considering an Exit? Max Your Value First with Scott...

Advisors Off Script ·

2026/01/23

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 wor...

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44:01

The Client Mindset at Transition: It’s More Important...

Advisors Off Script ·

2026/01/09

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 w...

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36:37

Building With Purpose: Culture, Calling, and Family...

Advisors Off Script ·

2025/12/05

💥 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

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43:24

Build the Right ‘Whos,’ Scale the Right Way: Lessons...

Advisors Off Script ·

2025/11/22

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 ...

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34:42

From Edward Jones to $2 Billion: How Cedarwood is...

Advisors Off Script ·

2025/11/07

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 ...

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47:55

Brand First: The Marketing Playbook for Breakaway...

Advisors Off Script ·

2025/10/24

What separates a smooth breakaway from a chaotic one? Spoiler: it’s not just your custodian, tech stack, or timing — it’s your brand. In this episode of Advisors Off Script, host Shelby Nicholl sits down with Kevin Nichols, partner at Oechsli and a leading voice in advisor marketing, to unpack what really makes a successful launch. Kevin shares what the best-prepared advisors do before they leave, why brand clarity is more important than ever, and how storytelling drives client retention and ...

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44:03

From Burnout to Breakaway: Rebuilding to $200MM in...

Advisors Off Script ·

2025/10/20

Sometimes, you don’t get to casually consider change. Sometimes, you hit a wall and realize...it’s just not working anymore. That’s what happened to Lauren Williams, Co-Founder and Co-CEO of Prosper Plan Wealth, based in Sacramento. After a decade at a major firm managing a $300 million book, everything shifted—the culture, the leadership, and ultimately, Lauren herself. Burnout set in, and staying was no longer an option. But instead of leaping on instinct, she built a detailed forecast of w...

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1:42

Introducing Advisors Off Script

Advisors Off Script ·

2025/10/15

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

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45:03

Are Financial Advisors Failing at Their Own Exit...

Advisors Off Script ·

2025/07/14

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 ...

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46:59

Can You Scale Faster With a Better Tax Plan?

Advisors Off Script ·

2025/06/30

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 streaml...

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39:42

Can Consistency Be Your Secret Weapon for Growth?

Advisors Off Script ·

2025/06/13

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...

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44:54

Does Life End with Retirement, or Can We Rewire?

Advisors Off Script ·

2025/06/01

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 t...

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39:26

Do You Have the Courage to Be Curious in 2025?

Advisors Off Script ·

2025/05/19

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. Y...

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38:19

Can a Joy-First Approach Fuel Long-Term Growth for RIAs?

Advisors Off Script ·

2025/05/03

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 st...

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37:17

Struggling to Scale? It Might Be Time for a...

Advisors Off Script ·

2025/04/18

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 o...

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41:25

What If the Key to Practice Growth Is Actually...

Advisors Off Script ·

2025/04/04

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 growin...

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46:04

What Happens After a Failed Succession Plan?...

Advisors Off Script ·

2025/03/21

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 ...

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41:46

Are You Ready to Ditch the Hustle and Scale to 8...

Advisors Off Script ·

2025/03/07

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...

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41 results

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