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Advisors Off Script

Advisors Off Script

De : Shelby Nicholl
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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.


© 2026 Advisors Off Script
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Épisodes
  • Are You a “Boring” Advisor? How Jesse Hurst Uses Pop Culture to Make Finance Memorable
    Feb 20 2026

    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.

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    28 min
  • Overcoming Fear and Leading with Purpose with Derrick Kinney
    Feb 6 2026

    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.

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    40 min
  • Considering an Exit? Max Your Value First with Scott DiGiammarino
    Jan 23 2026

    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.

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    44 min
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