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
How do you future-proof the legacy of a $7B RIA?
Scaling a wealth management firm is one thing—ensuring it thrives for generations is another. Chris Kerckhoff, President and CEO of Plancorp, knows exactly what it takes. During his tenure and leadership, Plancorp has grown from a small advisory firm to a $7 billion powerhouse while successfully transitioning its ownership from its founding generation to the next while also creating durability in the ownership approach.
In this episode of Kick It Open, Chris breaks down the key pillars of future-proofing a firm’s legacy. He shares how Plancorp built a durable succession plan, developed strong governance structures, and invested in leadership training to ensure long-term success. We also explore how technology plays a role in maintaining efficiency at scale and why a client-first approach remains the foundation of any thriving RIA.
Chris also opens up about his own leadership evolution, the role of external coaching, and the lessons he’s learned from navigating complex ownership transitions. If you’re an advisor thinking about succession planning, firm growth, or how to build a lasting legacy, this episode is packed with insights you won’t want to miss.
Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.
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