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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
Are Financial Advisors Failing at Their Own Exit Planning?
On this episode of Kick It Open, Shelby Nicholl of Muriel Consulting sits down with Brooklyn Brock—a third-generation CFP®, succession planning expert, and founder of Ellevate Advisors—to explore one of the trickiest dynamics in wealth management: planning your own future, especially when family is involved.
Brooklyn grew up inside a multigenerational financial planning firm and experienced its full arc—from her grandfather, to her father and uncle, to an eventual external sale. Through that deeply personal journey, she saw how even the most successful advisors can struggle to plan for their own transitions.
Now, she’s flipping the script. Brooklyn helps advisors build intentional succession plans, unlock value from their business, and pursue the freedom to define their next chapter. In this conversation, we dive into the emotional side of letting go, the mindset required to build with an exit in mind, and how her father gave her the ultimate gift—permission to choose her own path.
If you’re an advisor who hasn’t planned for your own future with the same rigor you give your clients—this one’s for you.
Connect with Brooke:
Brooklyn Brock — Ellevate Advisors
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
