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Shelby Nicholl
Founder of Muriel Consulting. Provides insight on how advisors can think about the firm structure they find themselves in and the key factors to consider when confronted with the question "should I stay or should I go".
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Jul 7, 2025
• 30min
Should I stay or should I go? with Shelby Nicholl
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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.
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