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
From Burnout to Breakaway: Rebuilding to $200MM in Under 18 Months
Sometimes, you don’t get to casually consider change. Sometimes, you hit a wall and realize...it’s just not working anymore. That’s what happened to Lauren Williams, Co-Founder and Co-CEO of Prosper Plan Wealth, based in Sacramento.
After a decade at a major firm managing a $300 million book, everything shifted—the culture, the leadership, and ultimately, Lauren herself. Burnout set in, and staying was no longer an option. But instead of leaping on instinct, she built a detailed forecast of what might follow her and what she’d need to rebuild.
It worked. Lauren co-founded a thriving, award-winning firm, reignited her purpose, and brought her true client community with her—all while partnering with New Edge Advisors, an RIA platform built for independent financial advisors.
In this episode of Advisors Off Script: Stories from the Independent Front Lines, host Shelby Nicholl of Muriel Consulting talks with Lauren about her journey of resilience, rebuilding to $200 Million in under 18 months, and reclaiming her freedom to serve clients her way.
If you’ve ever wondered what it really takes to walk away from corporate comfort and build something entirely your own—this conversation is your blueprint for going off script.
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
