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
What Your RIA Contract Is Actually Saying — And How to Protect Yourself with Attorney Andrew Shedlock
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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:
- The difference between non-solicit, non-service, non-accept, and liquidated damages clauses — and which pose the biggest risk
- How state law can make or break your transition depending on where you practice
- What red flags to watch for when private equity acquires your firm
- How to respond to a cease and desist without derailing your move
- Why you have more negotiating leverage before signing than most advisors realize
- The emerging trend of firm-vs.-firm recruiting lawsuits and what it means for you
Andrew Shedlock is a Minnesota-based attorney who specializes in financial advisor employment agreements and transitions. He works with advisors across the country navigating some of the most complex contract situations in the industry.
Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.
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