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
Latest Episodes
Advisor Communication Skills: Connection Before Content | John Gatewood
Most advisor training teaches knowledge. Very little teaches the skill that keeps clients: communication.Shelby Nicholl talks with John Gatewood, founder of Gatewood Financial and author of The Listening Advisor, about why 72% of new adv...
Living in the "And": Running a Growing RIA Consulting Firm Through a Family Health Crisis | Shelby Nicholl's 50th Episode
Fifty episodes in, Shelby Nicholl finally takes a seat on the other side of the mic.For this milestone episode, Libby Greiwe — a past guest, trusted colleague, and one of the sharpest minds in advisor operations — flips the script and in...
Introducing The Vested Network: Fixing Wealth Management Hiring with Co-Founders Jill Barnett, Claire Vitale & Shelby Nicholl
In this special episode, Shelby steps out from behind the interviewer's chair to talk about a company she just launched. The Vested Network is the first wealth management-specific talent marketplace, built to solve a problem Shelby, Jill Barnet...
The Problem Solver Mindset: How James Bogart Grew Bogart Wealth to Nearly $4B AUM
James Bogart launched Bogart Wealth from his basement — folding tables, a garage postage station, and clients signing paperwork at the dining room table. Six years later, the firm is approaching $4 billion in AUM with 63 team members, 100+ inbo...
AI, Risk Surface, and the Fragmented Advisory Firm — A WealthTech Reality Check with Adrian Johnstone
Most advisors are thinking about what a new AI tool can do for them. Fewer are thinking about what it does to them.In this episode, Shelby sits down with Adrian Johnstone, co-founder and CEO of PractiFi, for a direct and practical conver...
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