Retirement Tax Services Podcast Should I stay or should I go? with Shelby Nicholl
Jul 7, 2025
Join Shelby Nicholl, founder of Muriel Consulting, as she helps financial advisors navigate the pivotal question of whether to stay or leave their current firm. Shelby emphasizes that tax considerations are just one piece of the puzzle in firm structure decisions. She introduces valuable strategies for proactive tax planning and the necessity of a self-assessment 'fit test.' Listeners will gain insights into taking ownership of their careers and the importance of networking, especially with the upcoming 2025 Summit on the horizon.
AI Snips
Chapters
Transcript
Episode notes
Shelby Nicholl's Career Journey
- Shelby Nicholl started her career in wealth management at A.G. Edwards, then worked at Edward Jones and LPL before founding Muriel Consulting.
- Muriel Consulting helps advisors evaluate firm options and make thoughtful decisions about their practice structure.
Firm Choice is Personal and Unique
- Each financial advisory firm has a unique culture, operations, and value proposition, so there is no one-size-fits-all solution.
- Advisors often choose the RIA model to gain more freedom in tax services and tax planning integration.
Assess Your Firm Fit Criteria
- Evaluate your future practice by setting functional, financial, and personality requirements to find the right firm fit.
- Include tax planning ability, financial needs, cultural fit, and your desired learning or leadership roles in this assessment.