In this episode, Shelby sits down with Jen Goldman of My Virtual COO to explore why scaling your advisory firm might depend on the power of a strong second-in-command. From operational strategy to leadership mindset, Jen shares how firms can grow smarter—not harder—by empowering the right COO. Packed with practical takeaways and Jen’s IDEO framework, this conversation is a must-listen for advisors ready to scale sustainably.

Could your next big business breakthrough come from well-being, not just your strategy? Stevyn Guinnip, founder of Grow Wellthy, joins us for a conversation that challenges the traditional advisor growth playbook. Reporting in from the opposite side of the globe—Shelby in Marrakesh and Stevyn in Madeira—they explore why the health of the advisor and the client might just be the most overlooked lever for sustainable success.

What happens when a succession plan falls apart? For Leighann Miko, it became the catalyst for something even bigger. In this episode of Kick It Open, Leighann shares her journey from an advisor left stranded by a failed succession to a trailblazer who not only built her own firm but went on to create Avise Financial Cooperative,  the first RIA co-op platform for other advisors to join as an independent advisor.

Julia Carlson built a thriving wealth management firm from the ground up—and now she’s on a mission to help women scale businesses to eight figures and beyond. In this episode, she shares her journey, key business lessons, and the mindset shifts needed to grow with confidence. We talk about delegation, avoiding burnout, and the power of receiving. If you're ready to level up, this one’s for you!

What happens when your strategy, marketing, and client experience align? Growth Strategist Kristin Harad joins Kick It Open to share how financial advisors can create a cohesive approach that drives growth. Learn how to refine your messaging, optimize the client journey, and leverage AI to work smarter—not harder.