business
Hosted by Shelby Nicholl · business · EN-US
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,
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Contact path
Verified email
Booking probability
32%
Guest openness
Selective
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Signup to Generate a PitchAdvisors 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.
Advisors Off Script is hosted by Shelby Nicholl. The show has published 51 episodes to date.
Recent episodes include "Advisor Communication Skills: Connection Before Content | John Gatewood" (8 October 2026, 47 minutes), "Living in the "And": Running a Growing RIA Consulting Firm Through a Family Health Crisis | Shelby Nicholl's 50th Episode" (24 September 2026, 50 minutes), and "Introducing The Vested Network: Fixing Wealth Management Hiring with Co-Founders Jill Barnett, Claire Vitale & Shelby Nicholl" (1 July 2026, 49 minutes).
Advisors Off Script publishes roughly every two weeks, with episodes averaging 43 minutes across 51 episodes.
Booking probability for Advisors Off Script is 32%, and the host is rated Selective on guests. Advisors Off Script requires a Pod Score of 80 or higher. Advisors Off Script's contact route on record: verified email.
The strongest fits for Advisors Off Script are Investment Banking & Trading. Advisors Off Script has a business audience.
Shelby Nicholl hosts Advisors Off Script, a business podcast with 51 episodes published.
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Episode #20
Most advisor training teaches knowledge. Very little teaches the skill that keeps clients: communication. Shelby Nicholl talks with John Gatewood, founder of Gatewood Financial and author of The Listening Advisor, about...
Episode #19
Fifty episodes in, Shelby Nicholl finally takes a seat on the other side of the mic. For this milestone episode, Libby Greiwe — a past guest, trusted colleague, and one of the sharpest minds in advisor operations —...
Episode #18
<p>In this special episode, Shelby steps out from behind the interviewer's chair to talk about a company she just launched. The Vested Network is the first wealth management-specific talent marketplace, built to solve a...
Episode #18
In this special episode, Shelby steps out from behind the interviewer's chair to talk about a company she just launched. The Vested Network is the first wealth management-specific talent marketplace, built to solve a...
Episode #17
<p>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...
Episode #16
<p>Most advisors are thinking about what a new AI tool can do for them. Fewer are thinking about what it does to them.</p><p>In this episode, Shelby sits down with Adrian Johnstone, co-founder and CEO of PractiFi, for a...
Episode #15
<p>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...
Episode #14
<p>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.</p><p>In...
Episode #13
<p>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...
Episode #12
<p>Steve Lockshin has been doing things differently since before "going independent" was a trend. He founded his first RIA in the 1990s, co-founded Advice Period, and is now chairman of Vanilla — an AI-powered estate...
Episode #11
<p>What if the fastest path to a $3M or $5M practice was giving business away instead of hoarding it? Most advisors are wired for scarcity — protecting every client, every lead, every dollar. But Nathan Bennett...
Episode #10
<p>By 2030, women will control over $30 trillion in investable assets — and yet 70% of women change their financial advisor in their moment of greatest need. That stat hasn't moved in 20 years. So what does it cost your...
Episode #9
<p>Do your clients ever glaze over when you explain markets, risk, or retirement?</p><p>In this episode of <b>Advisors Off Script</b>, Shelby Nicholl sits down with <b>Jesse Hurst, CFP®</b>, CEO of <b>Impel Wealth...
Episode #8
<p>Are you wondering if you have what it takes to be an entrepreneur? To leave your firm and forge your own path?</p><p>In this episode, Shelby talks with Derrick Kinney—America's Financial Educator, author of Good...
Episode #7
<p>Considering an exit isn’t about timing retirement—it’s about maximizing the value of what you’ve built before the window shifts.</p><p>In this episode of <b>Advisors Off Script</b>, Shelby Nicholl talks with <b>Scott...
Episode #6
<p>What are your clients really feeling during a transition—and how can advisors reduce stress while strengthening trust?</p><p>In this episode of Advisors Off Script, Shelby Nicholl is joined by Libby Greiwe, founder...
Episode #5
<p>💥 What if you could build a thriving culture—without tipping into cultish?<br/> 💥 What if family office-level planning wasn’t just for the ultra-wealthy—but for builders and business owners in your own...
Episode #4
<p>At one point, <b>Colleen Bowler</b> was doing it all — leading client relationships, growing her firm, and keeping every plate spinning. Then she found her "whos" and built the firm to over $500 million in AUM. Then...
Episode #3
<p>You may have seen the headlines: the largest advisor group to ever exit Edward Jones — nine advisors, nearly $1 billion in AUM, and a bold move to independence.</p><p>This group embodies something we see again and...
Episode #2
<p>A smooth breakaway is rarely decided by your custodian or tech stack. It’s decided by whether your brand looks <b>credible</b> the moment clients start Googling you.</p><p>In this episode, Shelby Nicholl sits down...
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