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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
What Happens When Your Strategy, Marketing & Client Experience Align?
What happens when your strategy, marketing, and client experience align? In this episode of Kick It Open, host Shelby Nicholl sits down with business development coach Kristin Harad of Full Advisor Coaching to uncover the power of alignment in building a thriving advisory practice.
With experience in financial services, entrepreneurship, and coaching top-tier advisors, Kristin shares strategies for:
- Creating a unified brand message that attracts ideal clients.
- Designing a structured client journey that builds trust and boosts conversions.
- Leveraging leadership vision to unify and energize advisory teams.
- Using AI to streamline marketing, content creation, and client communication.
If you’re looking to scale your firm, strengthen client relationships, and create a seamless growth strategy, this episode is packed with actionable insights. Plus, hear how Kristin is kicking open doors in her own business by working with advisory teams to fuel long-term success.
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
