Is it time for a second opinion?
You’ve Changed. Your Practice Has Grown. The Industry Keeps Evolving.
For friends of:
Market swings. Regulatory shifts. Tech transformation. Rising client expectations. And now, a wave of firm consolidations and cultural shakeups.
As an experienced financial advisor, you’ve seen it all. But maybe this moment feels different. Maybe it’s time to operate as a Proactive CEO—to pause, reassess, and ask:
Is my practice in the right channel and with the right firm?
Am I positioned to serve my clients the way I want—and reach my personal goals?
Our Second Opinion Service is a confidential, non-salesy conversation designed for advisors who want perspective—not pressure.
Schedule Your Appointment
Use the link below or send an email to shelby.nicholl@murielconsulting.com
This will open the scheduler in a new tab - ideal for those on mobile devices.
For Advisors Who:
Have been with their firm for years, but haven’t re-evaluated it recently
Are experiencing the impacts of consolidation within the industry
Are thinking about how to build enterprise value and increase their EBOC
Are mentoring the next generation and thinking about succession
Feel a quiet gut-check that it might be time to reassess—but want to do it wisely and confidentially
Know that being proactive is always better than being reactive
What to Expect:
A confidential, non-salesy conversation
A candid review of your current firm’s alignment with your goals
Insight into what’s changing across the industry (and why it matters to you)
A thoughtful discussion about long-term fit, culture, tech, transition dynamics, and growth capacity
An informed third-party perspective on if you should Stay, Consider Exploring or “Definitely” Explore
“Whatever your future holds, it’s important to move toward it with conviction.”
Shelby Nicholl, MBA, CEPA
Founder and Lead Consultant
Muriel Consulting
What Sets Muriel Consulting Apart
Our clients choose Muriel Consulting because we offer more than just introductions—we provide strategic, hands-on guidance every step of the way. Here’s what makes us different:
Unbiased & Personalized
Advice
As an independent firm, we have no hidden agendas or corporate ties.
Industry Expertise & Relationships
With extensive experience and a vast network, we open doors to the best solutions.
Comprehensive
Support
From vision to execution, we make sure you’re ready for launch day. Our Launch Support services bridge any gaps.