Welcome to Full Advisor Coaching - the Podcast with Kristin Harad. In this podcast, we guide independent financial advisors and RIA leaders as they strive to reach new levels of success and fulfillment. Learn how to grow faster, set up systems, and overcome challenges in marketing, sales, practice management and more. Join us on this journey where we explore what it means to be an entrepreneur in the financial advice industry as Kristin draws from her expertise starting her own RIA and working with 100s more. Listen in as Kristin and her expert guests help you to "do more of what you love."
All content for Full Advisor Coaching - The Podcast is the property of Kristin Harad and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to Full Advisor Coaching - the Podcast with Kristin Harad. In this podcast, we guide independent financial advisors and RIA leaders as they strive to reach new levels of success and fulfillment. Learn how to grow faster, set up systems, and overcome challenges in marketing, sales, practice management and more. Join us on this journey where we explore what it means to be an entrepreneur in the financial advice industry as Kristin draws from her expertise starting her own RIA and working with 100s more. Listen in as Kristin and her expert guests help you to "do more of what you love."
Reinventing Your Practice: Finding Your Version 2.0 with Shelby Nicholl (Ep. 33)
Full Advisor Coaching - The Podcast
39 minutes 46 seconds
5 months ago
Reinventing Your Practice: Finding Your Version 2.0 with Shelby Nicholl (Ep. 33)
What does building your Version 2.0 really look like?In this episode, I’m joined by Shelby Nicholl, founder of Muriel Consulting and host of the Kick It Open podcast, to explore how advisors can recognize when it’s time to evolve and how to take smart, confident steps toward a more fulfilling practice. Listen in as we talk about how to evaluate firm fit across three key dimensions and what options exist for those considering independence or starting their own RIA.You'll learn how to think like a CEO of your own practice, understand your true value, and make career decisions that support long-term fulfillment for you, your team, and your clients.Shelby shares: * Signs that it’s time for an advisor to make a move.* How to assess firm alignment.* The importance of compensation structure for team retention.* Business development vs. servicing roles in advisory firms.* Breaking away to form an RIA—when and how to do it.* The three categories of advisor firm fit.* What it takes to retain top talent in your firm.Resources:* My interview with Shelby on her podcast (https://www.murielconsulting.com/financial-advisor-podcast/kristinharad)* Take The Fit Test (https://www.murielconsulting.com/financial-advisor-tools)* The Kick It Open Podcast (https://www.murielconsulting.com/financial-advisor-podcast)Connect with Shelby Nicholl:* LinkedIn: Shelby Nicholl, MBA, CEPA® (https://www.linkedin.com/in/shelbynicholl)* Murielconsulting.com (http://murielconsulting.com/)* YouTube: Kick It Open Podcast with Shelby Nicholl (https://www.youtube.com/@KickItOpen)* Email: shelby.nicholl@murielconsulting.com (mailto:shelby.nicholl@murielconsulting.com)* Book a confidential call with Shelby (https://scheduler.zoom.us/shelbynicholl/consultation)Connect with Kristin Harad:* LinkedIn: Kristin Harad, CFP® (https://www.linkedin.com/in/kristinharad/)* FullAdvisorCoaching.com (https://fulladvisorcoaching.com/)* X: KristinHarad (https://twitter.com/KristinHarad)* Email: kristin@fulladvisorcoaching.com (mailto:kristin@fulladvisorcoaching.com) * Schedule a Conversation with Kristin (https://go.oncehub.com/MarketingHelp)
Full Advisor Coaching - The Podcast
Welcome to Full Advisor Coaching - the Podcast with Kristin Harad. In this podcast, we guide independent financial advisors and RIA leaders as they strive to reach new levels of success and fulfillment. Learn how to grow faster, set up systems, and overcome challenges in marketing, sales, practice management and more. Join us on this journey where we explore what it means to be an entrepreneur in the financial advice industry as Kristin draws from her expertise starting her own RIA and working with 100s more. Listen in as Kristin and her expert guests help you to "do more of what you love."
