Is timing everything? Can you bring family office-level planning to the business owners and legacy families in your hometown? Is it possible to create a great culture without being cultish? In this episode of Advisors Off Script, Vaughan Scott reports the story of his firm, Axiom. This episode is a playbook on how to build a durable, purpose-centered enterprise.

You may have seen the headlines: the largest advisor group to ever exit Edward Jones — nine advisors, nearly $1 billion in AUM, and a bold move to independence. In this episode, host Shelby Nicholl sits down with Dylan Ripley and Todd Vincent, co-founders of Cedarwood Financial Partners, to talk about what happened after the breakaway. If you’re ready to build a 100-year firm, this is the episode for you.

You’ve made the decision to break away. You’ve got the vision, the clients, the courage — but do you have the brand?

In today’s landscape, no launch succeeds without a story.
A clear, compelling narrative is what moves clients to follow you, what sets your new firm apart, and what turns a leap of faith into lasting growth. Kevin Nichols, partner at Oechsli and a leading voice in advisor marketing, shares what the best-prepared advisors do before they leave.

Sometimes, you don’t get to casually consider change. Sometimes, you hit a wall and realize...it’s just not working anymore. That’s what happened to Lauren Williams, Co-Founder and Co-CEO of Prosper Plan Wealth, based in Sacramento. In this episode, host Shelby Nicholl of Muriel Consulting talks with Lauren about her journey of resilience, rebuilding to $200 Million in under 18 months, and reclaiming her freedom to serve clients her way.

Want to keep more of what you earn AND turn tax conversations into deeper client relationships? Shelby Nicholl sat down with Catherine Tindall, CPA, CEO of Dominion Enterprise Services, who only works with financial advisors on proactive tax planning. And let me tell you — she’s not your average CPA.

Is an independent broker-dealer (IBD) really the best path to independence? Or is there a better way? In this episode of the Kick It Open Podcast, we sit down with Jason Barber, founder of Uptick Partners and Holistic Planning. After building a four-generation business at Edward Jones, Jason pivoted the family enterprise to an RIA.  He reveals how advisors can achieve true freedom and maximize enterprise value by choosing the right path from the start.

In this episode of Kick It Open, host Shelby Nicholl talks with Becca Hajjar of Commonwealth Financial Network about how advisors can evaluate firm culture, maximize efficiency, and find the best environment for long-term success. Iyana Harris, co-founder of Catalyst and a leading industry recruiter joins the conversation. Whether you’re making a move or just exploring your options, this episode delivers expert insights you won’t want to miss.

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.