Thinking About Changing Channels? 

Don’t Make the Move Without This

Get Shelby Nicholl’s Fit Test – the same tool we use to evaluate our own firms 
– and book a free strategy call to see if a move really makes sense.
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.
First Name:
Last Name:
Personal Email Address:
Phone Number:
Current Firm:
AUM:
Years Of Experience:
Other Notes:
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.
Copyright © Retirement Tax Services