Are you ready for
more IMPACT
more FREEDOM
more LIFE?

We help Financial Advisors evaluate if and when they should make a move to a new broker-dealer, go independent or start their own RIA.

If you’re less than 100% convinced that your current workplace is your perfect fit firm, it’s time for us to talk.

  • There are a handful of big-name firms and hundreds of smaller ones that could fit your business goals. We narrow the options and then walk beside you throughout the due diligence process.

  • Once you’ve chosen the ideal firm for your business, we negotiate the financial terms. We know the deal levers to optimize your outcome.

  • Critical for those leaving a captive firm, we serve as your general contractor and project manager. In collaboration with the firm you choose, we create the project plan and make sure you have the right sub-contractors to build the practice of your dreams.

    We also work with you to ready your talking points for your team and clients. Depending on your needs, we can also serve as your leadership coach and marketing thought partner.

You need an expert advisor during one of the biggest decisions of your career

Edward Jones advisors face specific challenges when leaving the firm.

No one knows Edward Jones better than the Muriel Consulting team.

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About Our Founder: Shelby Nicholl

  • I was in the room when firms were setting the policy on major aspects of your business, including financial planning, transitioning proprietary Money Market funds to other solutions, how to implement DOL regulation and Regulation Best Interest, client pricing and more.

  • I’m on your side of the table - always. I say the things to the firms that you can’t, and I get results. In a recent deal, I negotiated a 20% increase in the final stage, landing the highest paying deal (in basis points on AUM) for an Edward Jones team paid by the firm they chose.

  • I earned my Series 7 and 66. I know the difference between financial planning approaches. I know what you need in your tech. I attend and present at industry conferences to keep up on tech, compliance, client experience and more.

    I have personally talked with thousands of advisors from 100+ firms during my career and bring those learnings and ideas to the advisors I work with.

  • I’ve soaked up the good, bad and ugly about the firms, compensation norms, systems, and processes. I talk to advisors just like you every day. I bring those learnings to you.

    I am uniquely skilled to navigate large organizations to find the information you need to make a high-confidence decision.

Reach Out.

It’s always confidential. Let’s chat about your situation, options and how to move forward.