
This episode starts with host Shelby Nicholl reading a text from a friend who reminded her that negotiation is a key skill for women in the workplace...and one that is often looked at with anxiety. Yet, as guest Kathryn Valentine proves, we women are amazing negotiators! Here's the text message that sets this episode into motion: "Before I had Elin, a friend said to me, your entire life will be a negotiation from here on out. Think about what we do when we negotiate w a toddl...
May 31, 2024
52 min

Everyone can benefit from this important episode on widowhood and how the wealth management industry can rise to better serve the financial planning needs of today's modern widows. BTW - the average age of widowhood is just 59 and 80% of women aged 80+ are widows. If you're a woman, a woman advisor, an advisor serving women or just have women in your life, this episode is an important one. This episode features Kick It Open podcast host Shelby Nicholl and special guest Megan Kopka, CFP,...
May 18, 2024
40 min

Are you making critical mistakes that are lessening your executive presence, short-changing your personal success and critical impact? In this episode, friends and former colleagues Shelby Nicholl and Jackie Knolhoff discuss a Forbes article by Terina Allen titled “Executive Presence: 8 Warnings Signs That You Don’t Have It.” You'll be entertained by:Shelby Nicholl: She's a 25-year corporate vet who rose to SVP at LPL Finanical and Director at Edward Jones. She hosts th...
Apr 22, 2024
35 min

As we gathered around the microphone, Stephanie McCarthy, and I, Shelby Nicholl, couldn't help but reminisce about the piggy banks and lawn-mowing gigs of our past. Our bonus episode of Kick it Open turns into an intimate affair, as we exchange tales of our financial roots, revealing the impact of our early money memories on the fiscal philosophies we uphold today. We laugh, we reflect, and we even admit to the odd discomfort we've felt discussing our own finances, despite spending our career...
Apr 8, 2024
19 min

Melissa Reakenwalt has created a financial planning practice that represents a future for the industry and especially for the chronically underserved women clients. Her practice is in a hyper-growth mode AND she’s building that through emotion-based conversations about money and wealth. As she often says, “Women can do money. We can make it. We can save it, and we can invest it.” In this episode, Melissa shares how she has the deeper conversations with her clients, helps them overc...
Mar 29, 2024
36 min

Muriel Siebert (first woman member of the NYSE ) said, "When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open.” After decades of sluggish progress, it’s time for us to kick the door open on women’s success. If you're a woman in wealth management (or any male-dominated industry), this podcast is for you. The Kick It Open podcast starts with the topic of Networking -- because there's no better way to kick open a door than to ...
Mar 29, 2024
37 min

Less than a quarter of all financial advisors or wealth planners are women. And, less than a quarter of senior leaders within the broker-dealers, RIAs, custodians and asset managers are women. Those of us in the industry need to stick together, share our wisdom and accelerate growth. Muriel Siebert, the first woman member of the NYSE, said "When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open."After decades of sluggish progress, it's t...
Mar 28, 2024
2 min
