Jill brings nearly two decades of experience in HR and M&A integration consulting for financial advisors. Claire built CMC Recruiting into a firm that places roughly 100 candidates a year in wealth management, talking to thousands of applicants annually. Together with Shelby, they built a platform designed to do what generic job boards can't: surface real fit, real culture, and real opportunity, specifically for this industry.

The conversation covers why hiring in wealth management carries so much emotional weight, what separates a great hire from one that merely fills a seat, why so many firm profiles sound identical, and why small RIAs and solo practices deserve the same visibility as the big names. They also share what's free right now for firms and candidates testing the platform, and where they see The Vested Network heading next.

This episode is part conversation, part announcement — and entirely worth your time if you're hiring, job hunting, or just curious how this industry connects its people.

Topics covered:

• Claire and Jill's paths into wealth management recruiting and HR consulting
• Why the hiring process in this industry carries unique emotional stakes
• The true cost of a bad hire: client experience and operational slowdown
• Why "the magic is in the little things" when it comes to culture and fit
• The most underrated hire in wealth management, according to Claire
• How small firms get equal visibility to large aggregators on the platform
• What's free right now: unlimited postings, talent profiles, and partner badges
• Where The Vested Network is headed: mentorship, study groups, and tactical hiring resources
• Lightning round: what firms get wrong, what candidates underestimate, and living off script

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

None of it was perfect. And James will be the first to tell you exactly what broke along the way.

In this episode, Shelby sits down with James for an honest, framework-rich conversation about what it actually takes to go from solo advisor to CEO of a scaling enterprise. He covers the mindset shift that transformed his prospecting — from "financial advisor" to "problem solver" — and the jungle hunter, zoo hunter, and zookeeper framework he uses to build an advisor team that can actually sustain growth without friction.

James talks about the dinner seminar model that powered his early growth, the COVID pivot that put 397 people on his first Zoom call, the data infrastructure that made scaling possible, and the leadership mistakes he made that he wishes he'd caught sooner.

If you're building something real and asking bigger questions about what it takes to get to the next level — this one is for you.

Topics covered:

• The "problem solver" introduction that outperformed every cold pitch on a ski slope
• Jungle hunters, zoo hunters, and zookeepers: building the right advisor corps
• 12 to 63 employees, flat to nearly $4B — what the growth journey actually looked like
• Dinner seminar math: 35% new prospects, 65% consultations, 87% close rate
• The COVID pivot: 397 people on the first Zoom, digital content that changed everything
• What broke when growth exploded — and why data was the thing that saved them
• Advisor Growth Track: a next-gen talent pipeline that drew 119 applicants
• EOS, visionaries, integrators, and the leadership hires James wishes he'd made sooner
• Concentration risk, mom-and-pop volume, and why no single client exceeds 60 bps of revenue
• The shiny object trap — and why staying in your lane compounds faster than chasing opportunity
• Lightning round: what to hire first, the metric that matters more than AUM, and living off-script

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

In this episode, Shelby sits down with Adrian Johnstone, co-founder and CEO of PractiFi, for a direct and practical conversation about technology risk in wealth management. Adrian has spent 15 years helping firms simplify their tech stacks. Now, as AI floods the market with point solutions and plug-and-play integrations, he's watching a new version of an old problem play out in real time — only faster, and with higher stakes.

He breaks down the concept of "risk surface," explains why the most dangerous integrations are often the ones advisors think are harmless, and shares what he believes is coming for firms that are moving fast without a real foundation.

But this episode isn't just about risk. It's about clarity. About knowing what questions to ask your vendors, how to think about your data before AI touches it, and what it actually means for a CRM to become a system of action rather than just a system of record.

If you're an advisor feeling overwhelmed by technology — or a firm leader wondering whether your stack is built on a solid foundation — this one is worth your full attention.

Topics covered:

• Risk surface: what it is and why every new vendor expands it
• Recent industry breaches — and what actually caused them
• DIY integrations, MCP connectors, and "vibe-coded" AI tools: the real risks
• What breakaway advisors get wrong about tech from day one
• The taker vs. giver theory — why advisors are rushing to AI right now
• WealthTech fragmentation: 100 solutions in 2018, 550+ in 2026
• CRMs evolving from record-keeping to agentic action
• Why "AI native" is mostly a marketing claim
• Lightning round: what to do this week, what to stop duct-taping, and where AI's biggest compliance opportunity lies

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

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

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.

In this episode, Shelby sits down with Matt and his associate Kellie Schleicher, a two-person team based in rural Missouri that has tripled in size over the past five years at Smith Moore — a 100+ year old, advisor-owned independent firm. Their approach is deliberately simple: no proprietary products, no sales quotas, no 60-page spreadsheet plans. Just principled guidance, kitchen table conversations, and a commitment to meeting clients exactly where they are.

Matt and Kellie talk through the move to Smith Moore, what advisor ownership actually means in practice, how they manage explosive growth with a lean team, and why they have turned away clients from opening investment accounts when it wasn't the right call. This is a conversation about what financial advising looks like when relationships come first — and what it can produce when you stay true to that.

Topics covered:

• Matt's origin story and the farm crisis that shaped his "why"
• What they were running from — and running toward
• Smith Moore's ownership model and what "independent but not alone" means day to day
• 3x growth in 5 years as a two-person office
• Why they use a legal pad and calculator instead of a planning portal
• Telling clients to pay down debt before they invest
• Building a rural market through walk-in trust
• The lightning round: client gifts, small market lessons, and what takes too long to learn

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

In this conversation with Shelby, Steve gets direct about the things most advisors won't say out loud: that AUM fees create a structural conflict of interest, that asset management is largely commoditized, and that the biggest gap in most advisory practices isn't investments — it's estate planning.

They also get into how AI is reshaping what advisors can deliver, where the real differentiators will be in five to ten years, and why Steve keeps building new things even when he tells himself he's going to stop.

Whether you're running a growing practice or just getting started, this episode will challenge how you think about your value and your model.

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

In this episode, Shelby sits down with Nathan to unpack the abundance mindset that has powered Summit's 20-year run — and why the advisors who give the most seem to grow the fastest.

This one is packed with frameworks you can take directly back to your practice.

We cover topics like:

• Why giving away clients to other advisors actually accelerates your own production and fills your book with higher-value relationships
• The Summit model — the middle path between full independence and the wirehouse ceiling — and why it's produced multi-million dollar practices in under a decade
• How Summit structures equity, profit-sharing, and compensation so that abundance is financially rewarded, not just philosophically encouraged
• The three non-negotiables Nathan looks for in every advisor: hungry, care about people, do it right
• Why breakaway advisors at sub-$500K revenue may be setting themselves up to fail — and what to consider instead
• How the Summit Symposium and client experience infrastructure creates stickiness that solo advisors simply can't replicate
• The scarcity vs. abundance mindset — and how your relationship with time is the real bottleneck in your growth

If you're debating a breakaway, building a team, or just trying to unlock the next level of growth, this conversation will reframe how you think about what it takes to get there.

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

In this episode, Shelby sits down with Shannon Spotswood, CEO of RFG Advisory and the force behind "Strong-her Money" — RFG's practice management framework built to help advisors intentionally serve women clients and unlock double-digit organic growth.

Shannon's career spans investment banking, hedge fund management, entrepreneurship, and wealth management. She brings a rare, multi-chapter perspective on what it really takes to build something that lasts — and why now is the moment for advisors to act.

We cover topics like:

• Why 70% of women change their advisor at the moment they need one most — and exactly how to stop it from happening in your practice
• How the Stronger Money framework is generating $20–$25M in new wallet share annually per advisor
• The real difference between mentorship and sponsorship — and why women are over-mentored and under-sponsored
• What "unreasonable hospitality" looks like in a financial advisory practice and why it drives referrals at a 5-to-1 rate
• How to recruit, retain, and truly empower women advisors on your team
• Why the future belongs to the "financial life advisor" — and how to position yourself to capture the next generation of clients

Whether you're a male or female advisor, this episode is a blueprint for growing your practice by serving the clients your industry has long underserved.

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

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.

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

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.

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.

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

In this episode of Advisors Off Script, Shelby Nicholl is joined by Libby Greiwe, founder of The Efficient Advisor, to explore the psychology clients experience during onboarding and firm transitions. Libby shares how building systems through the lens of client experience—not just efficiency—can dramatically improve retention, confidence, and long-term loyalty.

You’ll learn why transitions often trigger client anxiety, how expectation-setting and communication lower friction, and how advisors can use re-onboarding, process design, and “remarkable moments” to deepen relationships. Libby also shares insights from Schwab IMPACT, practical ideas like paperwork parties and progress tracking, and how AI tools are helping advisors reclaim time without sacrificing personalization.

This episode is a must-listen for financial advisors looking to scale their practice, improve client experience, and build a business—and life—off script.

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

In this episode of Advisors Off Script, host Shelby Nicholl sits down with Vaughan Scott, founder of Axiom, an independent RIA based in New Albany, Indiana. Vaughan’s journey spans every corner of the advice industry—from regional broker-dealers to banks, to independence—and now, he's building something different: a firm grounded in mission, structure, and deep service.

Together, Shelby and Vaughan explore what it means to lead with intention and build a culture that empowers, not pressures. They reflect on purpose, legacy, and the moments that remind us why this work matters—including a personal story Shelby shares about her father-in-law’s end-of-life family meeting.

In this episode:

• The evolution from wirehouse to independence—and what each chapter taught Vaughn
• Why culture matters more than growth-for-growth’s-sake
• What it takes to bring true family office-level planning to Middle America
• The meaning of vocare—and how purpose shapes the firms we're building

Whether you’re building, leading, or reimagining what your next chapter could look like, this episode is a call to lead with purpose.

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

Now, she’s on a mission to help other advisors scale without sacrificing themselves in the process.

In this episode of Advisors Off Script, Shelby Nicholl sits down with Colleen to trace her journey — from the early days of building a successful practice, to coaching inside The Strategic Coach, to developing tools now used by advisors across the country through her firm C & J Innovations.

What emerges is a story about growth — not just in revenue, but in mindset. About choosing the right “Whos” over doing it all yourself. And about protecting your most valuable resources: your energy, your time, and your vision.

In this episode:

• How Colleen built and exited a $500 million practice
• The mindset shift from do-er to builder
• What the best advisors are doing to scale without burnout
• Why saying “no” is a business strategy
• How assessments can deepen client relationships and accelerate growth

This isn’t just advice. It’s a blueprint for building a firm — and a life — that lasts.

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

This group embodies something we see again and again: when advisors succeed in a captive environment, they often thrive — wildly — in independence.

In this episode, host Shelby Nicholl sits down with Dylan Ripley and Todd Vincent, co-founders of Cedarwood Financial Partners, to talk about what happened after the breakaway.  They share how they built a fast-growing $2 billion firm, how they thinking about scale, culture, and long-term durability — and a few raw lessons from their group’s newsworthy exit. 

In this episode:

• What it takes to build a 100-year firm
• The cultural glue behind a thriving advisor team
• Lessons learned from rapid growth
• Why the real story begins after the breakaway

If you’re building, leading, or even imagining what your next chapter could be, this conversation is a powerful look at what’s possible in independence.

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

In this episode, Shelby Nicholl sits down with Kevin Nichols (partner at Oechsli), who’s helped launch 150+ advisory firms in the last two years, to break down what makes a launch feel “real” versus rushed.

Kevin shares the 3 C’s of a strong marketing transition:

• Clarity (what you do, and why the move matters)
• Confidence (you believe in the new firm, so clients can too)
• Credibility (your site, logo, and visuals don’t look “half-baked”)

You’ll also learn:

• Why “DIY branding” can cost you trust (and sometimes a rebrand)
• How to avoid naming traps (BrokerCheck, USPTO, legal review, and “Summit/Peak” problems)
• The nightmare scenario: a cease-and-desist after launch
• What your website needs during transition (hint: no pop-ups or lead magnets)
• The #1 launch asset advisors underuse: a professional transition video
• Why you should run Google ads for your name and your new firm name (so clients don’t see “permanently closed”)
• How to “hit clients from multiple touch points” on day one (socials, Google profile, ads, optional PR)

If you’re planning a breakaway, this is the marketing playbook for controlling the narrative and looking established from day one.

Learn more: MurielConsulting.com

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

Lauren Williams (Co-Founder + Co-CEO of Prosper Plan Wealth) spent a decade at a large RIA, built a $300M book, and then watched culture shifts, constant turnover, and resource constraints push her into burnout. Instead of making an emotional leap, she built a min / mid / max transition forecast and set a surprisingly low “income replacement” floor (the minimum AUM she needed to rebuild).

Now, about 18 months later, she and her team are nearing $200M AUM, with a model designed for consistency, client experience, and real freedom.

In this episode, we cover:

• What burnout looked like inside a “business within a business”
• The forecast model Lauren used (min / mid / max) to plan a safer breakaway
• Why “the ability to leave” can make you want to stay (contracts + autonomy)
• Why she chose New Edge instead of launching her own RIA (resources vs overhead)
• The behind-the-scenes reality of “earth-scorching” tactics, and why it backfired
• The real vision: being the best planning firm in Sacramento, without corporate drama

If you’re considering independence and want a practical way to model risk before you move, this conversation is a blueprint.

Learn more at MurielConsulting.com

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

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

Brooklyn grew up inside a multigenerational financial planning firm and experienced its full arc—from her grandfather, to her father and uncle, to an eventual external sale. Through that deeply personal journey, she saw how even the most successful advisors can struggle to plan for their own transitions.

Now, she’s flipping the script. Brooklyn helps advisors build intentional succession plans, unlock value from their business, and pursue the freedom to define their next chapter. In this conversation, we dive into the emotional side of letting go, the mindset required to build with an exit in mind, and how her father gave her the ultimate gift—permission to choose her own path.

If you’re an advisor who hasn’t planned for your own future with the same rigor you give your clients—this one’s for you.

Connect with Brooke:

Brooklyn Brock — Ellevate Advisors

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

Also, check out Catherine's podcast Financial Advisors Want to Know.

Sign up for Catherine's newsletter.

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

Matthew opens up about his early career struggles, the turning point that led to a multi-million-dollar solo practice, and why delivering massive value with precision and repeatability is the real key to success. He shares how scripting client meetings word-for-word, practicing like a stand-up comic, and eliminating sales pressure has helped him build deep trust with clients—and a wildly efficient business.

From the “Sleep On It” process to debunking advisor myths around fees and closing, this episode is packed with actionable ideas to help advisors refine their approach, boost their confidence, and grow with integrity.

🔑 Key Takeaways:

• Repetition and structure create space for authentic, high-value client interactions
• Organic growth isn’t about gimmicks—it’s about consistent value delivery
• You don’t need to be a “closer” to build a thriving practice
• Confidence stems from clarity, scripting, and practicing your delivery

If you’re ready to simplify your process, supercharge your confidence, and create real momentum in your advisory business, this episode is for you.

🎧 Listen now and kick open the door to your next level of success.

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

This week on the Kick It Open podcast, host Shelby Nicholl is joined by Susan Latremoille, co-founder of Next Chapter Lifestyle Advisors and faculty at the Exit Planning Institute. Susan spent over 35 years as a top financial advisor before turning her focus to the non-financial side of retirement.

She now teaches others how to navigate the emotional and psychological transition of exiting a business or a career—and she was a key influence in Shelby’s own decision to pursue the CEPA designation.

In this episode:

• Why the wealth management industry is facing a retirement crisis
• The real reasons advisors stay past their prime
• How to prepare clients (and ourselves) for what's next
• The S.I.P.S. Framework: Social, Identity, Purpose, and Structure
• The Happiness Portfolio: Why diversified lives matter just as much as diversified investments

This conversation is a must-listen for any advisor planning succession—or realizing they might need to.

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

From her early days in financial services to her powerful pivot into coaching and authorship, Liz shares how embracing curiosity, not certainty, has guided her greatest transformations. You’ll hear how the CEO role is evolving into something far more human, how her SPARK Days framework helps leaders slow down and think big, and why looking back to who you were at eight years old might be the key to rediscovering your purpose today.

This episode is for anyone questioning the status quo, craving more authenticity in leadership, or looking to unlock their next chapter. Because the most powerful breakthroughs often start with one brave question: What if?

Sign up for Shelby's newsletter to get some very special handouts from Liz, including a resource on having your very own SPARK DAY and more! 

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

In this episode of Kick It Open, Larry Sprung, founder of Mitlin Financial and host of the Mitlin Money Mindset podcast, shares how a single question — “What did you do today that brought you joy?” — became a guiding principle that reshaped not just his client conversations, but his entire practice.

Larry opens up about his personal journey into wealth management, inspired by his father’s struggle to juggle family and finances after his mother's passing at age 47. That early experience planted the seed for Larry’s belief that money should be a tool to create joyful, meaningful lives — not just retirement projections.

We explore how Larry has intentionally prioritized his family over the years, including his early decision to take Fridays off to be fully present with his kids — a move he calls a “non-negotiable.” We also dive into how this mindset has fueled Mitlin’s record growth, strengthened client relationships, and attracted like-minded advisors to the firm.

Larry also shares about his involvement in the Rebl Dads group — a community of remote entrepreneur dads — and how experiences like their retreat to Necker Island helped him recommit to living and leading with purpose. And finally, we discuss how the support of Carson Group’s platform is enabling Mitlin to scale its joyful approach without losing its soul.

This episode is packed with practical wisdom and heartfelt inspiration for advisors who are ready to grow — not by grinding harder, but by building a business that reflects who they are.

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

In this episode of Kick It Open, Shelby Nicholl sits down with Jennifer Goldman, founder of My Virtual COO and champion of second-in-command leaders in the advisory space. Jen has spent over two decades helping financial advisory firms streamline operations, empower leadership teams, and scale without burning out.

We dive deep into: 

🔹 Why scaling without a COO is often a recipe for chaos
🔹 What qualities make a second-in-command truly transformational
🔹 How to identify, support—or even become—a COO that drives enterprise value
🔹 The power of Jen’s “IDEOS” framework (Integrate, Delegate, Eliminate, Outsource, Staff differently)
🔹 Why energy management and self-awareness are leadership must-haves

Whether you’re the founder of a growing advisory firm or an ops leader wondering if the CEO seat could be yours someday, this episode will challenge your thinking and offer real, actionable insight.

💥 Plus, don’t miss our signature closing question: What door is Jen kicking open right now?

Learn more about Jen and the offering of My Virtual COO at: www.myvirtualcoo.com. 

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

Stevyn shares her deeply personal story of growing up with a financial advisor dad where she witnessed the rewards and toll of the profession. Now, with her firm of Grow Wellthy, she helps advisors build dream practices—ones that support their physical, mental, and emotional well-being and help clients live longer, healthier retirements.

Her “Hierarchy of Wealth” framework draws parallels between financial planning and wellness planning, and it’s packed with ideas advisors can use immediately in their personal lives and in client conversations. 

In this episode, you’ll learn:

• Why long-term wellness is the missing piece of many financial plans
• How burnout is silently eroding advisor performance
• What “health taxes” are and how to reduce them
• How to talk about client health without crossing professional boundaries
• Why "diversification" is just as important in the gym (and the kitchen) as it is in your asset allocation

This isn’t a typical wellness pep talk—it’s a practice growth strategy conversation wrapped in real talk about sleep, stress, and sustainability.

Plus, our Kick It Open signature closing: “What’s one door you’re kicking open right now?”

“I’m kicking open the door to publishing my very first book—‘The Health & Wealth Playbook.’ I want it to be a wake-up call for the industry, showing how advisors can thrive personally and professionally when they prioritize their well-being.” – Stevyn Guinnip

✨ Resources:

• Learn more at growwellthy.com
• Check out Stevyn’s Health is Wealth Conversation Guide & Webinar Library for Advisors
• Follow her on LinkedIn for daily inspiration

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

We talk about:

• The hard lessons of succession plans gone wrong
• The leap from employee to independent firm owner
• Why she chose a cooperative model—and how it’s changing the game for advisors
• The future of advisor ownership and why traditional firm structures might be holding professionals back

If you’re an advisor contemplating your next move—or just love a story of resilience and reinvention—this one’s for you.

To learn more about Leighann Miko visit:

LinkedIn - Leighann Miko, CFP® | LinkedIn

Equalis - Equalis Financial | Los Angeles LGBTQ+ Financial Planner, CFP

Avise - Avise Financial — Genuine Financial Advice 

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

We dive into the mindset shifts required to scale a business, the art of delegation, and how women entrepreneurs can step into their full potential. Julia also gets real about navigating burnout, the power of receiving, and why she’s on a mission to help women build eight-figure businesses and give back in massive ways.

Whether you’re an advisor, a business owner, or someone striving for more in your career, this episode is packed with insights, inspiration, and actionable strategies to help you take the next bold step.

Learn more about Julia: https://www.thejuliacarlson.com/

Learn more about Juia’s firm: https://www.financialfreedomwmg.com/team-member/julia-m-carlson 

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

With experience in financial services, entrepreneurship, and coaching top-tier advisors, Kristin shares strategies for:

• Creating a unified brand message that attracts ideal clients.
• Designing a structured client journey that builds trust and boosts conversions.
• Leveraging leadership vision to unify and energize advisory teams.
• Using AI to streamline marketing, content creation, and client communication.

If you’re looking to scale your firm, strengthen client relationships, and create a seamless growth strategy, this episode is packed with actionable insights. Plus, hear how Kristin is kicking open doors in her own business by working with advisory teams to fuel long-term success.

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

In this episode of the Kick It Open Podcast, we sit down with Jason Barber, founder of Uptick Partners and Holistic Planning. After building a four-generation business at Edward Jones, Jason pivoted the family enterprise to an RIA.  We discuss:

✅ Why many advisors move twice—and how to avoid that costly mistake
✅ How you can transition to an RIA, even when you have annuities, A-shares, etc.
✅ How expanding your investment offerings, tax services, and estate planning can supercharge your growth
✅ Why clients—not just advisors—are choosing RIAs over broker-dealers
✅ How to build a business with higher enterprise value and long-term sustainability

Jason also talks about innovative strategies to make a move smoother and more successful. Hello Facebook ads! 

If you’re an advisor considering a move, don’t make it twice—listen to this episode and get it right the first time.

To find out more about Jason Barber and Uptick Partners and Holistic Planning, go to, https://holisticplanning.com/

Holistic Planning is provides investment advisory services under Uptick Partners, a registered investment advisor. The information discussed in this podcast is for informational and educational purposes only and should not be construed as investment, tax, or legal advice. Uptick Partners, Holistic Planning, and its affiliated entities are Registered Investment Advisers (RIAs) with the appropriate regulatory bodies. However, registration does not imply a certain level of skill or training.

Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal. Alternative investments, structured notes, and private equity investments may carry additional risks, such as liquidity constraints, volatility, and regulatory changes. Investors should conduct their own due diligence and consult with a qualified financial, tax, or legal professional before making any investment decisions.

Holistic Planning is a licensed brand utilized by independent financial advisors. The use of this brand does not imply direct supervision, control, or endorsement of specific financial strategies by Uptick Partners or any regulatory authority. Each advisor operates independently and clients should review individual advisor credentials and disclosures before engaging in services.

Tax and estate planning discussions are based on current laws and regulations, which are subject to change. Any tax strategies mentioned should not be relied upon as legal tax advice. Clients are encouraged to consult a certified tax professional or legal advisor regarding their specific circumstances.

Testimonials, endorsements, and success stories shared in this podcast are individual experiences and may not represent the outcomes of all clients. Compensation may be provided for testimonials or endorsements, and listeners should not assume such statements are unbiased.

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

Jeannette shares how supervised and generative AI are fueling organic growth, personalizing client strategies, and helping advisors scale like never before. We break down the real-world impact of AI, from overcoming data quality challenges to the game-changing pilot program with Cetera, and even how AI is revolutionizing traditional banking.

Advisors, if you’re wondering how to harness AI without getting lost in the tech jargon, this is the episode for you. Plus, we’re linking to TIFIN’s AI Adoption Playbook so you can start implementing these insights today.

And as always, we wrap up with a little inspiration: What’s one door Jeannette is kicking open right now? Tune in and get ready to push past the limits of what’s possible in wealth management.

🔗 https://tifinag.com/growth-studio/ai-adoption-playbook/

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

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.

In this episode of Kick It Open, Stevie shares how she and her husband acquired her father’s practice in 2020, growing it from a small, family-run office to a thriving firm with a team of 17. She opens up about the challenges of taking over amid her father’s battle with pancreatic cancer, the lessons she’s learned from navigating advisor transitions, and how she’s strategically used acquisitions to fuel growth.

We dive into what it takes to successfully integrate new advisors, maintain strong client relationships, and build a business that thrives while also raising a family. Stevie also shares her approach to hiring, why complimentary financial planning has been a game-changer, and the power of client referrals in driving organic growth.

If you’re an advisor looking for inspiration on scaling a business, balancing family and leadership, or making M&A work for you, this is an episode you don’t want to miss.

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

Kristin shares the two key questions that shape goal setting: “What do you want more of?” and “What do you want less of?” She also dives into her 4 Cs framework—clarity, confidence, courage, and consistency—and how each plays a role in turning ambitious goals into reality.

From overcoming fear and limiting beliefs to creating an actionable plan with built-in accountability, this conversation is packed with practical insights to help you set and stick to your biggest goals.

🎯 Exclusive Offer: Get 50% off Kristin’s Goal Setting Course at KristinBurke.com with promo code PODCAST50

Kirstin Burke is also host of the Elite Achievement podcast which can be found wherever you stream podcasts. 
www.kristinburke.com/podcast

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

In this episode of Kick It Open, host Shelby Nicholl sits down with Alanah Phillips and Lindsey Lewis, co-founders of the Advisor Launch Lab, to explore what it really takes to attract, train, and retain top next-gen talent.

They break down the flaws in traditional hiring, why diversity in teams matters, and how mentorship, emotional intelligence, and continual learning are game-changers for building strong advisory teams. Plus, they tackle one of the industry's biggest challenges: reducing the high fallout rate among new advisors through better support and fresh thinking.

If you’re serious about the future of financial advising, this is an episode you can’t afford to miss.

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

Episode Highlights:

💼 Finding Your Fit: Becca offers insights on evaluating firm culture and how advisors can assess alignment beyond business needs, looking at a firm’s “personality” to see if it truly matches their values.

⏳ Becoming “Time Merchants”: Commonwealth champions time-saving strategies that empower advisors to focus on what matters most. Becca shares how outsourcing options like PPS Select can lead to better client experiences and help advisors scale efficiently.

👩🏽‍🤝‍👨🏻 Championing Diversity: Becca’s passion for growing opportunities for women and diverse advisors shines through. Commonwealth’s initiatives, from flexible licensing paths to mentorship programs, empower new advisors to step into lead roles with confidence.

To learn more about Commonwealth: Reach out to Shelby or Iyana and check out Our Leadership Team | A Passion for Serving Our Advisors.

Articles about Commonwealth:
Commonwealth Announces Highest Recruiting Results in Its 43-Year History, with New Assets Nearly Doubling from 2021 - AdvisorHub

Women-Owned Independent RIA Moves Its Business to Commonwealth | Business Wire

We also invite you to learn more about Muriel Network and Catalyst.

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

With women projected to control the majority of wealth by 2030, the industry is on the cusp of a major transformation. Together, Shelby, Iyana, and Shannon explore financial empowerment, personal growth, and the evolution of mentorship—highlighting how authenticity and vulnerability are reshaping success.

They dig into building confidence, overcoming industry barriers, and fostering truly inclusive financial planning while emphasizing the need for safe spaces where women can navigate wealth without shame.

Join us for an episode that’s as real as it is empowering—because the future of finance is female, and the time for change is now.

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

In this episode of Kick It Open, host Shelby Nicholl sits down with Lauren, now CEO of Vestia Wealth Advisors, to talk about what it really takes to step up, own your expertise, and lead with confidence. She shares her journey from advisor to CEO, how she built a niche serving physician clients, and the mindset shifts that helped her break barriers in a male-dominated industry.

💡 If you've ever questioned whether you have what it takes to lead, this episode will challenge and inspire you.

🔹 Episode Highlights:

🔥 00:00 The Courage to Become CEO
🚀 02:15 Starting in Wealth Management at 21
💡 03:43 Launching a Firm & Carving a Niche
💎 06:11 Breaking Through Industry Challenges
🎯 07:30 Why Niching Down Leads to Growth
🤝 13:18 Building Trust & Deep Client Relationships
📈 25:29 Stepping into the CEO Role with Confidence
⚖️ 35:10 The Reality of Balancing Leadership & Life
🎭 43:36 Glass Balls vs. Rubber Balls: What Really Matters

✨ This conversation will challenge you to think bigger, lead boldly, and step into the role you were meant for.

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

In this episode of Kick It Open, host Shelby Nicholl sits down with Chuck to explore what it really takes to start your own firm. They break down the advantages of the RIA model, the resources available for advisors going independent, and why client demand for fiduciary services is shaping the future of wealth management. Plus, Chuck shares why conferences and industry events are game-changers for staying ahead of trends and building a strong community of like-minded advisors.

If you’ve ever wondered whether to stay put or take the leap into independence, this conversation is packed with insights to help you decide.

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

In this episode of Kick It Open, host Shelby Nicholl sits down with Julia Lilly, founder of Ryerson Financial, to cut through the confusion. Julia shares her journey from the broker-dealer world to launching her fee-for-service financial planning firm, built on transparency and client empowerment.

We dive into the pros and cons of different pricing models, the rise of advice-only planning, and how Julia built her firm from the ground up—including the tech she uses to power her unique client experience.

If you’re an advisor rethinking your revenue model—or a client wondering what you’re really paying for—this episode is a must-listen.

00:00 Introduction to Financial Health Checkups 

00:22 Welcome to the Kick It Open Podcast 

00:29 Meet Julia Lilly: Wealth Management Expert 

01:23 Julia's Journey in Wealth Management 

02:37 Understanding Financial Planning Models 

05:20 The Fee for Service Model 

06:07 Client Impact and Transparency 

07:04 Empowering Clients in Financial Planning 

09:19 Challenges and Rewards of Fee-Only Planning 

15:46 Solopreneurship and Mastermind Groups 

23:02 Tech Tools and Cybersecurity 

25:02 Future Growth and Trends in Financial Planning 

31:11 Advice for Aspiring Financial Planners 

33:20 Conclusion and Final Thoughts 

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

We dive into:
🧠 Breaking free from problem-centric thinking and replacing stress with solution-driven focus.
💡 Visualization techniques used by elite athletes—and how business leaders can apply them.
💪 Building unshakable self-confidence with simple, daily mental workouts.

Dr. Reed’s insights can help anyone—from athletes to advisors—develop a winning mindset and unlock their full potential.

00:00 Introduction and Welcome

01:39 Ellen's Journey to Mental Toughness

04:03 The Power of Visualization

09:36 Understanding Mental Toughness and Relentless Solution Focus

13:03 Overcoming Problem Centric Thought

25:58 Building Self-Confidence and Success

30:02 Practical Tools for Mental Training

34:16 Closing Thoughts and How to Connect

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

In this episode of Kick It Open, host Shelby Nicholl sits down with Sheila Bast, a leadership coach with the Cohen Leadership Group, to explore what it truly means to embody leadership in all aspects of life—not just at work.

Sheila shares her personal journey in financial services and her passion for developing real leaders—not just performers. Together, they dive into key leadership traits like influence, executive presence, and empathy, while breaking down the difference between “acting” like a leader in certain moments versus being a leader all the time—whether you're in the boardroom or ordering coffee. Because leadership isn’t situational—it’s a mindset and presence you carry everywhere.

This episode also unpacks:
✅ How to navigate organizational politics and the glass cliff phenomenon
✅ The differences between male and female leadership styles
✅ Practical steps to level up in leadership roles
✅ Why mentorship and sponsorship are critical for career growth

Plus, Sheila shares her favorite leadership reads and the quote that defines her approach: “We convince by our presence.” by Walt Whitman

If you're ready to stop performing leadership and start being a leader in every part of life, this conversation is a must-listen.

Recommended Resources
Sheila suggests a few books during the episode: 

·      Finding Time to Lead by Leslie Peters: A short, insightful read on the shifts necessary for leveled-up leadership. 

·      Dare to Lead by Brené Brown: A profound exploration of vulnerability and authentic leadership. 

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

This episode of Kick It Open starts with a simple but powerful text: a reminder that negotiation isn’t just for boardrooms—it’s a skill women use every single day.

Host Shelby Nicholl is joined by Kathryn Valentine, CEO of Worth More Strategies, to break down the science of negotiation and why traditional advice often fails women. Kathryn shares research-backed insights, personal stories, and a holistic negotiation strategy designed to increase impact without increasing burnout.

This conversation covers:
✅ Why women already have the skills to be rockstar negotiators
✅ How to advocate for yourself as effectively as you advocate for others
✅ The power of body language, silence, and understanding what the other party values
✅ A game-changing reframe of stress and “non-promotable” tasks—so you can ask for (and get) the resources you need

If negotiation has ever felt stressful or intimidating, this episode will change the way you see it—and show you why you’re already more skilled than you think.

Resources mentioned in the episode:
To access Kathryn’s courses and the “75 Things to Negotiate” visit her website at: https://worthmorestrategies.com/

Claudia Goldin’s book Career and Family is incredible!  A bit of a history lesson but full of great info we should all know.

Linda Babcock, Brena Peyser, Lise Veterlund and Laurie Weingart’s collective book “The No Club: Putting a Stop to Women’s Dead End Work”

To connect with Shelby Nicholl, reach out to her via LinkedIn or at info@murielnetwork.com. 


About this podcast: 
If you're a woman in wealth management (or any male-dominated industry), this podcast is for you. 
Muriel Siebert (first woman member of the NYSE ) said, "When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open.”  After decades of sluggish progress, it’s time for us to kick the door open on women’s success.

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

With the average age of widowhood at just 59, too many women face a financial and identity crisis during what should be their peak earning years. In this powerful episode of Kick It Open, host Shelby Nicholl sits down with Megan Kopka, CFP, RLP to discuss how the wealth management industry can—and must—do better in serving modern widows.

Megan shares her own experience of early widowhood, offering a deeply personal look at the emotional and financial challenges widows face. From navigating loss and financial decisions alone to finding support through organizations like the Modern Widows Club, this conversation sheds light on what widows truly need and how advisors can step up.

This episode explores:
✅ The financial and emotional realities of widowhood
✅ The economic impact of losing a spouse in midlife
✅ How peer communities provide critical support
✅ The role of grief literacy in financial advising
✅ Practical ways advisors can better serve widowed clients

Plus, we highlight key resources for widows, including the Modern Widows Club, Wings for Widows, and Savvy Ladies, which offer financial education and peer support.

Whether you’re a woman, a financial advisor, or simply someone with women in your life—this is a conversation you don’t want to miss.

Resources mentioned during the episode:

·      Kathi Balasek trains financial professionals in grief literacy and empathy. Learn more about Kathi, access course and more at: Grief Literacy and Communication Education for Financial Professionals (kathibalasek.com)

·      Modern Widows Club is a national organization with local chapters all over the country. Sign up for their newsletter and learn more about the organization at: Home - Modern Widows Club.

·      Wings for Widows – Provides coaching and financial education services especially for men and women who are widows. Learn more at: Financial Planning For Widows | Wings for Widows

·      Savvy Ladies provides financial education to women. Learn more at: Free Financial Education & Advice | Free Financial Advisors (savvyladies.org)


About this podcast: 

If you're a woman in wealth management (or any male-dominated industry), this podcast is for you. 

Muriel Siebert (first woman member of the NYSE ) said, "When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open.”  After decades of sluggish progress, it’s time for us to kick the door open on women’s success.

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

In this episode of Kick It Open, host Shelby Nicholl and Jackie Knolhoff, Executive Director of Communications at Wells Fargo, break down a Forbes article by Terina Allen titled “Executive Presence: 8 Warnings Signs That You Don’t Have It.” 

Shelby and Jackie bring decades of leadership experience to this conversation, sharing real-world insights on what executive presence truly means—and how to avoid the subtle mistakes that can undermine your influence.

They explore:
✅ The 8 warning signs that signal weak executive presence
✅ How small missteps can short-change your success and leadership impact
✅ The communication strategies that help leaders command a room
✅ Why brand and image matter in shaping executive presence
✅ The role of media and visibility in positioning yourself as a leader

You'll be entertained by:

• Shelby Nicholl:  She's a 25-year corporate vet who rose to SVP at LPL Finanical and Director at Edward Jones.  She hosts the Kick It Open podcast.  She founded Muriel Network in 2023 and launched the Muriel Network community app in Feb. 2024.  If you're not part of the community yet, DM her on LinkedIn.  
• Jackie Knolhoff serves as Executive Director of Communications at Wells Fargo.  She has decades of experience working with media and helping advisors build their brands and images. Fun fact: She and Shelby worked together at Edward Jones where Jackie was a member of media relations team.  During Jackie’s tenure, the firm emerged as a truly national player within the wealth management industry. 

Muriel Siebert (first woman member of the NYSE ) said, "When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open.”  After decades of sluggish progress, it’s time for us to kick the door open on women’s success.
 

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

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

That’s the belief driving Melissa Reaktenwalt, founder of EViE Financial, whose fast-growing financial practice is proving that emotion-based conversations are the future of wealth management—especially for chronically underserved women clients.

In this episode of Kick It Open, host Shelby Nicholl and guest co-host Stephanie McCarthy sit down with Melissa to explore:
✅ How money stories and financial trauma shape financial confidence
✅ The conversations that unlock real wealth-building opportunities for women
✅ How Melissa ensures her own energy and resilience while growing her practice
✅ The future of financial planning and why personalization matters more than ever

If you’re ready for a fresh take on financial advising that prioritizes women, emotions, and real conversations, this episode is a must-listen.

Resources: 

Learn more about Melissa’s Practice EViE Financial. EViE’s values are in their name: Education, Vitality, Independence and Empowerment. 

 You'll be entertained by:

• Shelby Nicholl:  She's a 25-year corporate vet who rose to SVP at LPL Finanical and Director at Edward Jones.  She hosts the Kick It Open podcast.  She founded Muriel Network in 2023 and launched the Muriel Network community app in Feb. 2024.  If you're not part of the community yet, DM her on LinkedIn.  
• Stephanie McCarthy:  Stephanie is a former broadcast journalist who became a marketing researcher and spent the last decade listening to investors and advisors about what they wanted in their financial services firms. She loves to talk about the future of the industry.  
• Melissa Reaktenwalt is Founder and leader Advisor at EViE Financial. With nearly two decades of experience, Melissa founded EViE in fall 2018 with a goal of providing accessible financial services to all.  Her personal money mantra is simple: earn all you can; save and invest all you can; give all you can. 

About this podcast: 

If you're a woman in wealth management (or any male-dominated industry), this podcast is for you. 

 Muriel Siebert (first woman member of the NYSE ) said, "When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open.”  After decades of sluggish progress, it’s time for us to kick the door open on women’s success.
 
 
 

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

That’s the inspiration behind Kick It Open—a podcast built to help women succeed in wealth management and other male-dominated industries.

And there’s no better way to kick open doors than to let your network do it for you.

In this very first episode, host Shelby Nicholl is joined by Stephanie McCarthy and Jana Gregorek for a conversation about networking as a skill, a mindset, and a game-changing career strategy. They break down:
✅ How to shift from a competitive mindset to an abundance mindset
✅ Why networking isn’t just about connections—it’s about muscle memory
✅ How practicing the art of networking makes it easier and less intimidating
✅ The strategies women can use to thrive in male-dominated industries

Meet the Hosts & Guests:
🔹 Shelby Nicholl: A 25-year corporate veteran who rose to SVP at LPL Financial and Director at Edward Jones before becoming an entrepreneur.
🔹 Stephanie McCarthy: A former broadcast journalist turned financial services marketing researcher, Stephanie has spent a decade studying what investors and advisors truly want from the industry.
🔹 Jana Gregorek: Director of Talent Acquisition at Moneta with 18 years in financial services, she’s passionate about helping women grow their careers and build powerful networks.

If you’ve ever struggled with networking—or wondered how to use it to open new opportunities—this episode is a must-listen.

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