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.

AI isn’t just the future—it’s the now, and in this episode of Kick It Open, we’re diving headfirst into how artificial intelligence is shaking up wealth management. Host Shelby Nicholl sits down with Jeannette Kuda, President and COO of TIFIN AG and TIFIN AMP, to unpack her journey from LPL Financial to leading AI-driven transformation at TIFIN.

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.

Advisors know their advice is valuable—but how should they charge for it? In this episode of Kick It Open, Julia Lilly, founder of Ryerson Financial, breaks down different fee models, the rise of advice-only planning, and how transparency empowers clients. Whether you’re rethinking your pricing or launching your own firm, this episode is packed with insights to help you charge with confidence.