Advisors Off Script: Stories of the Independent Frontlines with Shelby Nicholl
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. 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: Stories of the Independent Frontlines with Shelby Nicholl
What Should Advisors Look for to Find the Perfect Culture Fit?
In this episode of the Kick It Open Podcast, hosts Shelby Nicholl and Iyanna Harris engage in an insightful discussion with Becca Hajjar, Managing Principal and Chief Business Development Officer of Commonwealth Financial Network.
With a wealth of experience and a commitment to driving diversity in wealth management, Becca sheds light on her journey, Commonwealth’s growth, and how advisors can evaluate a firm’s “fit factor.”
Episode Highlights:
💼 Finding Your Fit: Becca offers insights on evaluating firm culture and how advisors can assess alignment beyond business needs, looking at a firm’s “personality” to see if it truly matches their values.
⏳ Becoming “Time Merchants”: Commonwealth champions time-saving strategies that empower advisors to focus on what matters most. Becca shares how outsourcing options like PPS Select can lead to better client experiences and help advisors scale efficiently.
👩🏽🤝👨🏻 Championing Diversity: Becca’s passion for growing opportunities for women and diverse advisors shines through. Commonwealth’s initiatives, from flexible licensing paths to mentorship programs, empower new advisors to step into lead roles with confidence.
To learn more about Commonwealth: Reach out to Shelby or Iyana and check out Our Leadership Team | A Passion for Serving Our Advisors.
Articles about Commonwealth:
Commonwealth Announces Highest Recruiting Results in Its 43-Year History, with New Assets Nearly Doubling from 2021 - AdvisorHub
Women-Owned Independent RIA Moves Its Business to Commonwealth | Business Wire
We also invite you to learn more about Muriel Network and Catalyst.
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
