'Advisors Off Script: Stories from the Independent Frontlines with Shelby Nicholl'.

Insights to Elevate Your Advisory Practice

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How Can You Stop Performing Leadership and Start Being a Leader?

Leadership isn’t situational—it’s a mindset and presence you carry everywhere. In this episode, host Shelby Nicholl and leadership coach Sheila Bast explore what it means to be a leader rather than just act like one. From executive presence to mentorship, they break down the key traits that set real leaders apart.

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Are Women Actually the Best Negotiators?

What if women are actually the best negotiators—but just don’t realize it? In this episode, host Shelby Nicholl and negotiation expert Kathryn Valentine unpack why women already have the skills to negotiate like pros. From everyday wins to workplace strategies, this conversation will change the way you think about negotiation forever.

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What Do Modern Widows Really Need from Financial Advisors?

With the average age of widowhood at just 59, are we doing enough to support widows financially? In this episode, Shelby Nicholl and Megan Kopka, CFP®, CRPC® explore the emotional and economic realities of widowhood—and how financial advisors can step up to serve this growing population better.

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