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
Durable Succession with President and CEO of PlanCorp Chris Kerckhoff
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
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