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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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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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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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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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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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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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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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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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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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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 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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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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This is the last episode of this mini-series of Grasp, which does not only have one story but three. It shows you the workings of the Open Think Tank Network with the various ways the network supports and promotes its think tanks and how they all actually work together even though they are located in different countries.…
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This is Grasp, a podcast where we get to go behind the scenes of a Think Tank, get to know the people building it - from the ground up.The journey continues with Maximilian Rau, who lives in Vienna. Max and his partners wanted to establish a think thank in Austria, they had a great start but there was one thing missing. A NAME!…
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This is Grasp, a podcast where we get to go behind the scenes of a Think Tank, get to know the people building it - from the ground up.The journey continues with Pascal Roelcke, who was in London for his Masters and how he unexpectedly and unintentionally became the President of Agora, the grassroots think tank in the UK.…
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This is Grasp, a podcast where we get to go behind the scenes of a Think Tank, get to know the people building it - from the ground up.The journey continues with Regula Hess, who took the foraus model abroad - to Berlin, my hometown. In this episode, we will uncover her personal journey in starting Polis180, and how a voluntary model actually purel…
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This is Grasp, a podcast where we get to go behind the scenes of a Think Tank, get to know the people building it - from the ground up.The journey starts with Nicola Forster, the founder of foraus, the Swiss think tank and his journey from being a bored student who did not know what to do in life to founding the first grassroots think tank model in…
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