Shelby Nicholl is the founder of Muriel Consulting, which helps financial advisors navigate channel and firm transitions. She guides advisors in determining if a move is right, finding their perfect-fit firm or custody partner, and executing the switch with precision. As a strategic partner of Retirement Tax Services, Shelby is offering advisors an exclusive opportunity:
✅ Access to her Channel Fit Test – a proven tool to assess whether your current BD or RIA is still the right fit.
✅ A free 30-minute call to review your results and get expert, no-pressure guidance on your next step.
Whether you’re exploring a move or just want to confirm you're in the right spot, this is the due diligence every serious advisor should be doing every few years. Don’t guess - get clarity.