Advisors Off Script: Stories of the Independent Frontlines with Shelby Nicholl
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. 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 practical strategies that help advisors move from uncertainty to clarity and from frustration to freedom. Because this isn’t just a podcast—it’s your playbook for building boldly and living off script.
Get ready for amazing guests, including advisors who have tread the journey before, leaders from the firms serving independent advisors and partners who help advisors create thriving practices.
Here at Muriel Consulting, we're helping advisors kick the door open on their personal success by living a life off script.
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.
Advisors Off Script: Stories of the Independent Frontlines with Shelby Nicholl
Should 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 advisors going independent, and why client demand for fiduciary services is shaping the future of wealth management. Plus, Chuck shares why conferences and industry events are game-changers for staying ahead of trends and building a strong community of like-minded advisors.
If you’ve ever wondered whether to stay put or take the leap into independence, this conversation is packed with insights to help you decide.
Learn more at MurielConsulting.com
Schedule a discovery call with Shelby Nicholl: Zoom Scheduler
Produced by Shelby Nicholl.
Edited by Aaron Sherman.
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU
