In this episode of Kick It Open, host Shelby Nicholl talks with Chuck Failla, CFP about his journey from cold-calling in the ’90s to launching Sovereign Financial Group, an independent RIA. They dive into the benefits of the RIA model, the resources available for advisors going independent, and why client demand for fiduciary services is reshaping the industry.

Advisors know their advice is valuable—but how should they charge for it? In this episode of Kick It Open, Julia Lilly, founder of Ryerson Financial, breaks down different fee models, the rise of advice-only planning, and how transparency empowers clients. Whether you’re rethinking your pricing or launching your own firm, this episode is packed with insights to help you charge with confidence.

Mental toughness isn’t just for sports—it’s the key to success in business and life. Dr. Ellen Reed shares how to train your brain for confidence, resilience, and high performance with the same tools used by elite athletes.

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.

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.

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.

Are subtle mistakes weakening your executive presence? Host Shelby Nicholl and communications expert Jackie Knolhoff break down 8 warning signs that could be holding you back—and what to do instead to maximize your success and impact.

Can deep emotional connection fuel hyper-growth in financial planning? Host Shelby Nicholl, guest co-host Stephanie McCarthy, and EViE Financial founder Melissa Reaktenwalt explore how authentic conversations, money mindset shifts, and personalization are reshaping the future of wealth management.

Your network can open doors faster than you can kick them down. In this episode, host Shelby Nicholl, Stephanie McCarthy, and Jana Gregorek, Director of Talent Acquisition at Moneta, explore how women in male-dominated industries can build career-changing networks and replace competition with abundance.