Advisors Off Script

Can You Grow a Hyper-Growth Practice With Deep Emotional Connection?


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"Women can do money. We can make it. We can save it. We can invest it."

That’s the belief driving Melissa Reaktenwalt, founder of EViE Financial, whose fast-growing financial practice is proving that emotion-based conversations are the future of wealth management—especially for chronically underserved women clients.

In this episode of Kick It Open, host Shelby Nicholl and guest co-host Stephanie McCarthy sit down with Melissa to explore:
✅ How money stories and financial trauma shape financial confidence
✅ The conversations that unlock real wealth-building opportunities for women
✅ How Melissa ensures her own energy and resilience while growing her practice
✅ The future of financial planning and why personalization matters more than ever

If you’re ready for a fresh take on financial advising that prioritizes women, emotions, and real conversations, this episode is a must-listen.


Resources: 

Learn more about Melissa’s Practice EViE Financial. EViE’s values are in their name: Education, Vitality, Independence and Empowerment. 

 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 the Kick It Open podcast.  She founded Muriel Network in 2023 and launched the Muriel Network community app in Feb. 2024.  If you're not part of the community yet, DM her on LinkedIn.  
  • Stephanie McCarthy:  Stephanie is a former broadcast journalist who became a marketing researcher and spent the last decade listening to investors and advisors about what they wanted in their financial services firms. She loves to talk about the future of the industry.  
  • Melissa Reaktenwalt is Founder and leader Advisor at EViE Financial. With nearly two decades of experience, Melissa founded EViE in fall 2018 with a goal of providing accessible financial services to all.  Her personal money mantra is simple: earn all you can; save and invest all you can; give all you can. 

About this podcast: 

If you're a woman in wealth management (or any male-dominated industry), this podcast is for you. 

 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.
 
 
 

Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

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Advisors Off ScriptBy Shelby Nicholl

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