We Guide Financial Advisors Through Career Defining Moves and Practice Launches

What Sets Us 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:

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Unbiased & Personalized
Advice

As an independent firm, we have no hidden agendas or corporate ties.

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Industry Expertise & Relationships

With extensive experience and a vast network, we open doors to the best solutions.

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Comprehensive
Support

From vision to execution, we make sure you’re ready for launch day. Our Launch Support services bridge any gaps.

Media & Mentions

Wondering if it’s time to explore new horizons?

Download The Fit Test: A self-assessment designed to help you determine whether you’re in the right place or if it’s time to explore the possibilities.

Fit Test. Finding the right firm.

Explore Options Across the Industry—Your Perfect Fit Awaits

Our goal is to guide you to the ideal firm for your career, whether it’s a top industry name or a unique opportunity that aligns perfectly with your vision. If we haven’t worked with your perfect fit firm yet, we’ll find it—your success is our priority.

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Fermata Advisors logo with grey text and a blue dot above the letter 'A'
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Check out our podcast

If you're looking to scale your firm, navigate industry shifts, and take charge of your career, this is the podcast for you. Each episode features bold conversations with top advisors and industry leaders.

Wondering why it's called Kick It Open? Muriel Siebert, the first woman member of the NYSE, famously said: “When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open.”

Recent Episodes
Can You Scale Faster With a Better Tax Plan?
Can You Scale Faster With a Better Tax Plan?

Want to keep more of what you earn AND turn tax conversations into deeper client relationships? Shelby Nicholl sat down with Catherine Tindall, CPA, CEO of Dominion Enterprise Services, who only works with financial advisors on proactive tax planning. And let me tell you — she’s not your average CPA.

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Can Consistency Be Your Secret Weapon for Growth?
Can Consistency Be Your Secret Weapon for Growth?

Can consistency really drive exponential growth in your practice? Matthew Jarvis, author of Delivering Massive Value and founder of The Perfect RIA, reveals how structured processes and clear communication helped him build a million-dollar firm while taking half the year off. He shares how eliminating sales pressure and delivering massive value creates deeper trust and better outcomes. If you're ready to grow with confidence and intention, this episode is a must-listen.

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Does Life End with Retirement, or Can We Rewire?
Does Life End with Retirement, or Can We Rewire?

Susan Latremoille joins Shelby Nicholl to explore the “rewirement” essential for a purposeful, fulfilling life “after work.” Together, they unpack why so many high achievers, including financial advisors, struggle after stepping away from work—and how to plan for life beyond the balance sheet, with purpose, identity, and joy at the center. If you’re an advisor helping clients exit from traditional work or an advisor nearing an exit personally, this episode is for you.

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Meet Our Founder: Shelby Nicholl, MBA

  • I have a unique viewpoint honed from decades of leadership experience at A.G. Edwards (before Wells), Edward Jones and LPL Financial. I understand the behind-the-scenes on firm economics, client experience, products and strategy.

    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.

    I also remain involved in our industry. I am a founding board member of Women Leaders in Finance and presenter at industry conferences, including RIA Activate and the Washington University Wealth & Asset Management Conference.

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