Advisors Off Script
Advisors Off Script is the podcast where financial advisors step away from the polished talking points and get real about what it takes to build, break away, and boldly grow. These are stories from the independent front lines. Every advisor has a choice: follow the script laid out by the industry—or write your own.
Formerly known as Kick It Open, the show is hosted by Shelby Nicholl, founder of Muriel Consulting and known as the “RIA Whisperer.” She brings candid conversations, insider insights, and practical strategies that help advisors move from uncertainty to clarity and from frustration to freedom. Because this isn’t just a podcast—it’s your playbook for building boldly and living off script.
Get ready for amazing guests, including advisors who have tread the journey before, leaders from the firms serving independent advisors and partners who help advisors create thriving practices.
Here at Muriel Consulting, we're helping advisors kick the door open on their personal success by living a life off script.
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.
Advisors Off Script
Brand First: The Marketing Playbook for Breakaway Advisors with Kevin Nichols
What separates a smooth breakaway from a chaotic one? Spoiler: it’s not just your custodian, tech stack, or timing — it’s your brand.
In this episode of Advisors Off Script, host Shelby Nicholl sits down with Kevin Nichols, partner at Oechsli and a leading voice in advisor marketing, to unpack what really makes a successful launch.
Kevin shares what the best-prepared advisors do before they leave, why brand clarity is more important than ever, and how storytelling drives client retention and long-term growth. If you’re thinking about going independent — or already in motion — this is the marketing blueprint you need.
You’ll learn:
- Why branding is the foundation of every successful launch
- The biggest marketing mistakes breakaway advisors make
- How to build a story that inspires clients to follow
- What to invest in — and what to avoid — in your first year of independence
Whether you’re planning your leap or fine-tuning your new firm, this conversation is a must-listen.
Learn more at MurielConsulting.com
Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.
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