Are you ready to make 2025 your breakthrough year? Find out how in this episode featuring Stevie Green, interviewed by host Shelby Nicholl.

What’s the one thing holding you back from massive success in 2025? Hint: It’s not your talent—it’s your plan. Find out more in this episode featuring Kristin Burke, interviewed by host Shelby Nicholl.

How can you embrace innovation, foster diversity, and lead with impact? Find out in this episode featuring Alanah Phillips and Lindsey Lewis, interviewed by host Shelby Nicholl.

How important are self-belief and encouragement to achieving success? Find out in this episode featuring Becca Hajjar, interviewed by host Shelby Nicholl, and co-host Iyana Harris.

How can women redefine success in wealth management on their own terms? Find out more in this episode featuring Shannon Foreman, interviewed by host Shelby Nicholl, and co-host Iyana Harris.

What if the secret to success isn’t about adding more to your plate, but focusing on what truly matters? Find out more in this episode featuring CEO of Verstia Advisors Lauren Oschman, CFP, CDFA, interviewed by Kick It Open host Shelby Nicholl.

Curious about what it takes to go independent as a financial advisor? Find out in this episode featuring Chuck Failla, CFP, interviewed by Kick It Open host Shelby Nicholl.

What does it mean to be totally transparent about your fees in wealth management? Find out in this episode featuring advisor and entrepreneur Julia Lilly, founder of Reyerson Financial, interviewed by Kick It Open host Shelby Nicholl.

Is mental toughness the same as confidence? What’s the relationship between visualization, confidence and top performance? Find out in this episode featuring Dr. Ellen Reed interviewed by Kick It Open host Shelby Nicholl.

Shelby Nicholl is joined by Sheila Bast, a leadership coach from the Cohen Leadership Group. They delve deep into the essence of leadership as a way of being rather than a title, discussing the importance of influence, executive presence, and empathy. The conversation also touches on practical advice for leveling up in leadership roles.

I wrote a weekly blog for months and then lapsed. Why? Because writing the third part in my series on Taking the Win would require me to write about Noticing Accomplishments. And, I hit severe writer’s block. After about the third week, I realized it was because I was THAT uncomfortable with noticing my own accomplishments. Why? How can I get over this? Read on….

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!

During the ep, Kathryn Valentine, CEO of Worth More Strategies, shares her wealth of experience, including personal anecdotes and the academic research findings that reveal how traditional negotiation advice fails women.

Featuring host Shelby Nicholl and guest Megan Kopka, CFP, RLP, this episode unfolds into a heartfelt exploration of Megan's own experience of early widowhood, including the identity crisis and financial implications that follow. With the average age of widowhood at 59, we discuss not only the personal impact but also the broader economic strain felt during what should be peak earning years. Most importantly, this episode includes tactical tips for any advisor who is serving widows.

Part 2 of the WIN reframe – Inviting Gratitude. It’s easy to think about “having gratitude” or “always be grateful.” But, inviting gratitude is a deeper level. Inviting gratitude is deeper than the “always be grateful” line of the Barbie monologue. It’s soul-felt, hard-won thankfulness for the wonders and set-backs of life. When I’m in my “inviting gratitude” energy (and I still have to work at it), I feel the flow.

Last week, I shared how “taking the win” is difficult for me and reframed “WIN” to “Welcoming achievements, inviting gratitude and noticing accomplishments.” This week, I’m breaking down “welcoming achievements” because we all need to welcome the experience of winning into our lives. This week, I’m saying to Achievement “Come on in. Sit and stay awhile.”

When weeks turn into months and you find yourself suddenly almost to your 47th birthday, one can fall into the trap of looking back without feeling, experiencing or really enveloping the successes of the year. Not that I’m speaking from experience or anything. 😊

I’ve had a revelation this week. Amongst my corporate leader friends, we talk A LOT about executive presence. But this week I had a big a-ha moment: Executive presence is elusive because the measure of what it is changes based on the person who’s judging you. It’s elusive because saying that there is one model of what an “executive” is outdated and, frankly, summons bygone eras of leaders being historically pale, male and stale.

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.”

Reese Witherspoon said “I believe ambition is not a dirty word.” And, the data says when women have more decision-making power, they bring up others behind them. When women have more money, they donate more. Let’s reframe “ambition” to impact – to creating more for the betterment of others.

When we recorded the Money Stories episode with Melissa Reaktenwald, Stephanie McCarthy and I chatted about our personal money memories and money stories. That convo didn’t make it into the official episode, but we knew our moms, spouses and friends might enjoy it - so here’s a bonus episode!