Kick it Open - The Muriel Network Podcast
Muriel Siebert, the 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."
Wealth management is at a critical inflection point. Changing demographics are hitting up against traditional, stodgy attitudes and methods, and under-representation by women and people of color. We believe the industry can do better, and that it’s ready to. If you’re seeking hyper-growth, personal success and more fun in your work, this podcast is for you.
In this podcast, you'll hear the stories of advisors who are slaying it, doing things differently, and bringing new energy to their work. Many will be powerhouse women and all will be the proof you need that YOU CAN achieve your ambitions.
After decades of sluggish progress, it's time to kick the door open on advisor success AND the future of wealth management.
About the Host:
Shelby Nicholl is a 25-year corporate vet turned founder. Shelby is a consultant to advisors who are transforming their practices by breaking away to create their own independent practice or RIA, changing custodians, or making any other significant change in their business. She's also the founder of Muriel Network (www.murielnetwork.com), a think tank and digital community for women who work in wealth management.
Kick it Open - The Muriel Network Podcast
"If you can't find the firm you want, build your own." with Chuck Failla, CFP
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
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