On this episode of Kick It Open, Shelby Nicholl of Muriel Consulting sits down with Brooklyn Brock—a third-generation CFP®, succession planning expert, and founder of Ellevate Advisors—to explore one of the trickiest dynamics in wealth management: planning your own future, especially when family is involved.

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

Learn more at MurielConsulting.com

Schedule a discovery call with Shelby Nicholl: Zoom Scheduler

Produced by Shelby Nicholl.
Edited by Aaron Sherman.

Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU

Shelby Nicholl of Muriel Consulting sits down with Catherine Tindall, CPA and CEO of Dominion Enterprise Solutions, a tax planning firm dedicated to financial advisors. In this episode, Catherine outlines how proactive, year-round tax strategies help advisors keep more of what they earn while enhancing client trust. She discusses why LPL Financial and broker-dealer advisors should rethink their S-Corp approach, how tax education bolsters client relationships, and even how AI can streamline advisory workflows. Whether you're looking to optimize your take-home pay or deepen client value, Catherine’s insights are a game-changer.

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

Sign up for Catherine's newsletter.

Learn more at MurielConsulting.com

Schedule a discovery call with Shelby Nicholl: Zoom Scheduler

Produced by Shelby Nicholl.
Edited by Aaron Sherman.

Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU

In this episode of the Kick It Open podcast, host Shelby Nicholl of Muriel Consulting welcomes financial advisor and Perfect RIA founder Matthew Jarvis for a straight-talking, strategy-filled conversation on one of the most underrated drivers of organic growth: consistency.

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.

Learn more at MurielConsulting.com

Schedule a discovery call with Shelby Nicholl: Zoom Scheduler

Produced by Shelby Nicholl.
Edited by Aaron Sherman.

Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU