Do your clients ever glaze over when you explain markets, risk, or retirement?

In this episode of Advisors Off Script, Shelby Nicholl sits down with Jesse Hurst, CFP®, CEO of Impel Wealth Management, to unpack a simple (and surprisingly effective) way to make your message land: use pop culture to make complex financial ideas memorable.

Jesse shares how his writing cadence ramped up during COVID, why an Animal House reference helped explain the CARES Act, and how a Led Zeppelin lyric made an “international vs. U.S. stocks” update stick with a 73-year-old client. The bigger lesson: credibility isn’t the problem in this industry, memorability is.

You’ll learn:

• How to use humor and pop culture without losing credibility
• Why adding a simple YouTube link can pull in the “non-finance spouse”
• How consistency builds trust (and can reduce panicky client calls)
• Why your clients want your perspective, not generic marketing commentary
• Jesse’s content system for finding hooks and turning ideas into posts

If you want clients to remember what you said and feel more connected to your voice, this is the playbook.

Learn more at MurielConsulting.com

Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

Are you wondering if you have what it takes to be an entrepreneur? To leave your firm and forge your own path?

In this episode, Shelby talks with Derrick Kinney—America's Financial Educator, author of Good Money Revolution, and former advisor who built and sold one of the nation's top firms.

Derrick shares how a $50 gift card changed his business, why "you care about what we care about" became his philosophy, and how connecting a generosity purpose to your work is the ultimate antidote to burnout.

You'll also hear about the "moat principle" that keeps clients loyal, why reinventing yourself when changing firms is so powerful, and how fear and anxiety are simply part of the entrepreneurial process.

Key Themes:

• Overcoming entrepreneurial fear
• Building client relationships through shared values
• The generosity purpose framework
• Reinventing yourself as a specialist
• Leading with purpose, not just profit

Connect with Derrick: https://www.successforadvisors.com/

Learn more about Muriel Consulting: https://www.murielconsulting.com/

Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

Considering an exit isn’t about timing retirement—it’s about maximizing the value of what you’ve built before the window shifts.

In this episode of Advisors Off Script, Shelby Nicholl talks with Scott DiGiammarino of JPTD Partners about what’s driving advisor valuations today, how private equity and PE-backed buyers evaluate firms, and what advisors can do now to command premium multiples. Scott explains why many sellers are exiting earlier than you might expect, how “sell-and-stay” deals work, and why growth—not age—is often the real trigger for an exit conversation.

In this episode, we cover:

• What actually drives advisor valuations today
• How buyers evaluate growth, EBITDA, and recurring revenue
• Why clean governance, compliance, and financials matter more than ever
• How platform choice (RIA vs BD) affects deal structure
• The hidden risks that can derail or kill a deal entirely
• Why waiting can cost you millions

This isn’t just about selling. It’s about leverage, optionality, and protecting the value of your firm before making your next move.

Learn more at MurielConsulting.com

Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.