Shelby Nicholl
Consultant who helps financial advisors evaluate and transition between firms. She has experience at Edward Jones and LPL and now runs her own consulting firm.
Best podcasts with Shelby Nicholl
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Sep 1, 2025 • 26min
The Future of Financial Advising with Shelby Nicholl [Episode 324]
Shelby Nicholl, a consultant who aids financial advisors in firm transitions, dives into the recent LPL acquisition of Commonwealth and its effects on the industry. She discusses the critical 'fit test' for advisors contemplating a move and the legal complexities surrounding ownership in advisory practices. Shelby highlights the emotional challenges tied to transitions and the necessity for effective communication with clients. She also stresses the importance of regularly evaluating business channels to ensure advisors align with their goals and maintain client well-being.
Jul 7, 2025 • 30min
Should I stay or should I go? with Shelby Nicholl
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.
