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
What'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 from navigating advisor transitions, and how she’s strategically used acquisitions to fuel growth.
We dive into what it takes to successfully integrate new advisors, maintain strong client relationships, and build a business that thrives while also raising a family. Stevie also shares her approach to hiring, why complimentary financial planning has been a game-changer, and the power of client referrals in driving organic growth.
If you’re an advisor looking for inspiration on scaling a business, balancing family and leadership, or making M&A work for you, this is an episode you don’t want to miss.
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
