.png)
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
Struggling to Scale? It Might Be Time for a Second-in-Command COO.
What if the key to unlocking your next level of growth isn't you doing more... but finding the right person to support you?
In this episode of Kick It Open, Shelby Nicholl sits down with Jennifer Goldman, founder of My Virtual COO and champion of second-in-command leaders in the advisory space. Jen has spent over two decades helping financial advisory firms streamline operations, empower leadership teams, and scale without burning out.
We dive deep into:
🔹 Why scaling without a COO is often a recipe for chaos
🔹 What qualities make a second-in-command truly transformational
🔹 How to identify, support—or even become—a COO that drives enterprise value
🔹 The power of Jen’s “IDEOS” framework (Integrate, Delegate, Eliminate, Outsource, Staff differently)
🔹 Why energy management and self-awareness are leadership must-haves
Whether you’re the founder of a growing advisory firm or an ops leader wondering if the CEO seat could be yours someday, this episode will challenge your thinking and offer real, actionable insight.
💥 Plus, don’t miss our signature closing question: What door is Jen kicking open right now?
Learn more about Jen and the offering of My Virtual COO at: www.myvirtualcoo.com.
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
