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Muriel Siebert, the 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." Wealth management is at a critical inflection point. Changing demographics are hitting up against traditional, stodgy attitudes and methods, and under-representation by women and people of color. We believe the industry can do better, and that it’s ready to. If you’re seeking hyper-growth, personal success and more fun in your w ...
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Unleashing Potential: Empowering Next-Gen Advisors with Alanah Phillips & Lindsey Lewis
35:58
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In this episode of the 'Kick It Open Podcast,' host Shelby Nicholl welcomes Alanah Phillips and Lindsey Lewis, co-founders of the Advisor Launch Lab, to discuss their unconventional journeys and successful strategies for hiring and developing next-gen talent in the wealth management industry. They emphasize the need for diversity in teams, the fall…
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Finding the Right Culture Fit with Becca Hajjar, Managing Principal at Commonwealth
46:04
46:04
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In this episode of the Kick It Open Podcast, hosts Shelby Nicholl and Iyanna Harris engage in an insightful discussion with Becca Hajjar, Managing Principal and Chief Business Development Officer of Commonwealth Financial Network. With a wealth of experience and a commitment to driving diversity in wealth management, Becca sheds light on her journe…
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Embracing Life's Spark with Advisor and Entrepreneur Shannon Foreman
43:51
43:51
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In 'Kick It Open,' host Shelby Nichol, co-host Iyana Harris, and guest Shannon Foreman discuss the transformative changes needed in wealth management for the growing number of women controlling significant wealth by 2030. The discussion emphasizes financial empowerment, personal growth, and the evolution of mentorship and coaching in the industry. …
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Being Courageous with CEO of Vestia Advisors Lauren Oschman, CFP, CDFA
47:02
47:02
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In this episode of the Kick It Open podcast, host Shelby Nicholl sits down with Lauren Oschman, the CEO of Vestia Wealth Advisors. Lauren shares her journey into the wealth management industry, detailing her experience as a mom of three and a leader in a male-dominated field. From establishing a niche in serving physician clients to becoming CEO, L…
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"If you can't find the firm you want, build your own." with Chuck Failla, CFP
41:37
41:37
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The Journey to RIA Success: From Cold Calling Cowboy to Independent Innovator In this episode of the Kick It Open podcast, host Shelby Nicholl interviews Chuck Failla, a financial advisor with over 25 years of experience. Chuck shares his journey from being a 'cold calling cowboy' in the 90s to founding Sovereign Financial Group, an SEC-registered …
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Total Transparency with Advisor Julia Lilly
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34:35
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In this episode of the Kick It Open podcast, host Shelby Nicholl is joined by Julia Lilly, founder of Ryerson Financial. Julia has decades of experience in wealth management and shares her journey from working at a broker dealer to starting her own fee-for-service financial planning firm. The conversation delves into different financial advisory mo…
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Mental Toughness: A Conversation with Dr. Ellen Reed
37:04
37:04
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Is mental toughness the same as confidence? What’s the relationship between visualization, confidence and top performance? Find out in this episode featuring Dr. Ellen Reed interviewed by Kick It Open host Shelby Nicholl. Dr. Reed shares her experiences working with Dr. Jason Selk and how her background in psychology and professional dancing came t…
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The Leader in You with Leadership Coach Sheila Bast
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39:10
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Wondering how to embody leadership? It's way beyond a title. In this episode of the Kick It Open podcast, host Shelby Nicholl is joined by Sheila Bast, a leadership coach from the Cohen Leadership Group. Sheila shares her journey in financial services and her passion for leadership development. They delve deep into the essence of leadership as a wa…
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Be a Great Negotiator with Kathryn Valentine
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52:13
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This episode starts with host Shelby Nicholl reading a text from a friend who reminded her that negotiation is a key skill for women in the workplace...and one that is often looked at with anxiety. Yet, as guest Kathryn Valentine proves, we women are amazing negotiators! Here's the text message that sets this episode into motion: "Before I had Elin…
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Dial Up Empathy to Compassion: Serving Modern Widows with Advisor Megan Kopka
40:47
40:47
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Everyone can benefit from this important episode on widowhood and how the wealth management industry can rise to better serve the financial planning needs of today's modern widows. BTW - the average age of widowhood is just 59 and 80% of women aged 80+ are widows. If you're a woman, a woman advisor, an advisor serving women or just have women in yo…
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Executive Presence: It’s Your Story to Tell with Jackie Knolhoff
35:11
35:11
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Are you making critical mistakes that are lessening your executive presence, short-changing your personal success and critical impact? In this episode, friends and former colleagues Shelby Nicholl and Jackie Knolhoff discuss a Forbes article by Terina Allen titled “Executive Presence: 8 Warnings Signs That You Don’t Have It.” You'll be entertained …
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Money Stories Bonus: The Personal Side of Money Management
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19:37
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As we gathered around the microphone, Stephanie McCarthy, and I, Shelby Nicholl, couldn't help but reminisce about the piggy banks and lawn-mowing gigs of our past. Our bonus episode of Kick it Open turns into an intimate affair, as we exchange tales of our financial roots, revealing the impact of our early money memories on the fiscal philosophies…
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Melissa Reaktenwalt Uncovers Money Stories and Creates a Hyper Growth Practice
36:58
36:58
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Melissa Reakenwalt has created a financial planning practice that represents a future for the industry and especially for the chronically underserved women clients. Her practice is in a hyper-growth mode AND she’s building that through emotion-based conversations about money and wealth. As she often says, “Women can do money. We can make it. We can…
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"Networking Isn't Scary to Me Anymore" with Jana Gregorek, MBA, CLU, ChFC
37:40
37:40
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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. If you're a woman in wealth management (or any male-dominated industry), this podcast is fo…
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Less than a quarter of all financial advisors or wealth planners are women. And, less than a quarter of senior leaders within the broker-dealers, RIAs, custodians and asset managers are women. Those of us in the industry need to stick together, share our wisdom and accelerate growth. Muriel Siebert, the first woman member of the NYSE, said "When a …
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