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
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...
The Power of Niching: How to Build a Resonant Financial Advisor Brand with Natalie Hales
In this conversation, Shelby Nicholl and Natalie Hales explore the intricacies of branding within the financial services sector. Natalie shares her personal journey into the industry, emphasizing the importance of niching for advisors to create...
What Your RIA Contract Is Actually Saying — And How to Protect Yourself with Attorney Andrew Shedlock
Feeling trapped by your employment agreement? Attorney Andrew Shedlock joins Shelby to unpack the legal clauses that are reshaping advisor transitions — and what you can do about them before it's too late.In this episode, you'll learn:
Tripled to $2 MM Top-Line in 5 Years – Growing in a Rural Market | Matt Bragg & Kellie Schleicher
Matt Bragg has been a financial advisor for over 30 years. He grew up watching farm families lose everything because no one talked about money. That experience never left him — and it shaped every decision he has made about how to run his pract...
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