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Kick it Open with Shelby Nicholl
Welcome to Kick It Open—the podcast for financial advisors and wealth management professionals ready to break free from limits, build thriving practices, and take control of their success.
The wealth management industry is evolving fast, with AI, new fee models, shifting client expectations, and emerging business structures reshaping the landscape. Staying ahead means embracing change and kicking open the doors to opportunity.
Each episode features bold conversations with top advisors and industry leaders, sharing actionable insights on growth strategies, leadership, practice management, and the future of financial advising.
If you're looking to scale your firm, navigate industry shifts, and take charge of your career, this is the podcast for you.
🎧 Listen now and start kicking open new opportunities.
Wondering why it's called Kick It Open? Muriel Siebert, the first woman member of the NYSE, famously said: “When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open.”
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.
Through Kick It Open, Shelby shares inspiring stories from industry leaders who are transforming wealth management and achieving their highest potential.
Kick it Open with Shelby Nicholl
Will AI Be the Ultimate Growth Hack for Wealth Advisors?
AI isn’t just the future—it’s the now, and in this episode of Kick It Open, we’re diving headfirst into how artificial intelligence is shaking up wealth management. Host Shelby Nicholl sits down with Jeannette Kuda, President and COO of TIFIN AG and TIFIN AMP, to unpack her journey from LPL Financial to leading AI-driven transformation at TIFIN.
Jeannette shares how supervised and generative AI are fueling organic growth, personalizing client strategies, and helping advisors scale like never before. We break down the real-world impact of AI, from overcoming data quality challenges to the game-changing pilot program with Cetera, and even how AI is revolutionizing traditional banking.
Advisors, if you’re wondering how to harness AI without getting lost in the tech jargon, this is the episode for you. Plus, we’re linking to TIFIN’s AI Adoption Playbook so you can start implementing these insights today.
And as always, we wrap up with a little inspiration: What’s one door Jeannette is kicking open right now? Tune in and get ready to push past the limits of what’s possible in wealth management.
🔗 https://tifinag.com/growth-studio/ai-adoption-playbook/
Learn more at MurielConsulting.com
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
