Give It Away to Grow: How to Build a $4B Practice on Abundance | Nathan Bennett
What if the fastest path to a $3M or $5M practice was giving business away instead of hoarding it? Most advisors are wired for scarcity — protecting every client, every lead, every dollar. But Nathan Bennett, Managing Partner at Summit Financial Group, has built a nearly $30M revenue firm approachi…
The Value Stack Framework Top RIAs Won't Stop Using | Steve Lockshin
Steve Lockshin has been doing things differently since before "going independent" was a trend. He founded his first RIA in the 1990s, co-founded Advice Period, and is now chairman of Vanilla — an AI-powered estate planning platform built specifically for advisors.
In this conversation with Shelby, …
Tripled to $2 MM Top-Line in 5 Years – Growing in a Rural Market | Matt Bragg & Kellie Schleicher
Matt Bragg has been a financial advisor for over 30 years. He grew up watching farm families lose everything because no one talked about money. That experience never left him — and it shaped every decision he has made about how to run his practice.
In this episode, Shelby sits down with Matt and hi…
What Your RIA Contract Is Actually Saying — And How to Protect Yourself with Attorney Andrew Shedlock
Feeling trapped by your employment agreement? Attorney Andrew Shedlock joins Shelby to unpack the legal clauses that are reshaping advisor transitions — and what you can do about them before it's too late.
In this episode, you'll learn:
The difference between non-solicit, non-service, non-accept, …
The Power of Niching: How to Build a Resonant Financial Advisor Brand with Natalie Hales
In this conversation, Shelby Nicholl and Natalie Hales explore the intricacies of branding within the financial services sector. Natalie shares her personal journey into the industry, emphasizing the importance of niching for advisors to create a clear and resonant brand. They discuss the layers of…
AI, Risk Surface, and the Fragmented Advisory Firm — A WealthTech Reality Check with Adrian Johnstone
Most advisors are thinking about what a new AI tool can do for them. Fewer are thinking about what it does to them.
In this episode, Shelby sits down with Adrian Johnstone, co-founder and CEO of PractiFi, for a direct and practical conversation about technology risk in wealth management. Adrian has…
The Problem Solver Mindset: How James Bogart Grew Bogart Wealth to Nearly $4B AUM
James Bogart launched Bogart Wealth from his basement — folding tables, a garage postage station, and clients signing paperwork at the dining room table. Six years later, the firm is approaching $4 billion in AUM with 63 team members, 100+ inbound leads every month, and a next-gen advisor training …
Introducing The Vested Network: Fixing Wealth Management Hiring with Co-Founders Jill Barnett, Claire Vitale & Shelby Nicholl
In this special episode, Shelby steps out from behind the interviewer's chair to talk about a company she just launched. The Vested Network is the first wealth management-specific talent marketplace, built to solve a problem Shelby, Jill Barnett, and Claire Vitale had each been watching play out fo…
Ep. 94: A Replicator Retrospective
Building Replicator: What it Took, and What it Meant
Nobody in Washington gets promoted for grading their own homework in public.
Dr. Kathleen Hicks and Aaron Sherman did it anyway. Three years after Replicator launched, they sat down and wrote an insiders’ history of the initiative. It’s called Mo…
Living in the "And": Running a Growing RIA Consulting Firm Through a Family Health Crisis | Shelby Nicholl's 50th Episode
Fifty episodes in, Shelby Nicholl finally takes a seat on the other side of the mic.
For this milestone episode, Libby Greiwe — a past guest, trusted colleague, and one of the sharpest minds in advisor operations — flips the script and interviews Shelby. What follows is one of the most personal and…
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