Expert Guidance for Advisors Making Big Moves
You need a partner who understands the complexities, has the right industry connections, and provides a thoughtful, strategic, and diligent approach to every decision.
At Muriel Consulting, we don’t leave your future to chance.
Learn About Our Approach
Moving Firms is Major League
Making a career-defining move is one of the most important—and complex—decisions you’ll face as a financial advisor. At Muriel Consulting, we go beyond recruitment to provide hands-on, personalized guidance at every stage of the process, ensuring no detail is left to chance.
We don’t just introduce you to firms; we help you strategically evaluate, plan, and execute your transition. Our team fills the gaps between your broker-dealer or custodian’s services and what you need for a professional, high-impact launch—giving you the best possible start in your new home.
Unlike recruiters tied to specific firms or platforms, we remain completely objective in our recommendations. We’re not beholden to any one company, allowing us to focus solely on what’s best for you, your team, and your clients.
Captive to Independent: Make the Leap
You’re leaving a well-known environment for the opportunity to fully own your own practice. It’s exhilarating and daunting. We help you navigate this transition with strategic planning and hands-on execution, ensuring a successful launch.
We specialize in non-solicit, non-protocol moves — which are the toughest.
We’ve compiled a set of videos and how-tos to help.
Independent to Independent: Find the Right Fit
While not as fraught as a move from a captive firm, it’s still disruptive to you and your clients. Whatever the situation, we’re here to ensure the move is executed thoughtfully and strategically…and to help you find your true forever firm.
We guide you through every phase of your transition, ensuring a smooth and strategic move. We don’t just introduce you to firms; we help you strategically evaluate, plan, and execute your transition.
Our Process: A Step-by-Step Roadmap
Our team fills the gaps between your broker-dealer or custodian’s services and what you need for a professional, high-impact launch—giving you the best possible start in your new home.
The Top 5 Mistakes Advisors Make When Moving Firms
Transitioning to a new firm is a major career move, but too many advisors make avoidable mistakes—costing them money, clients, and peace of mind.
In this guide, we break down the five most common missteps advisors make when switching firms—and how to avoid them.
Make your next move strategic, smooth, and financially rewarding.
Making a career move as a financial advisor is one of the most consequential decisions you’ll face. It’s not just about finding a new firm; it’s about finding the firm—one that aligns with your goals, serves your clients, and positions your practice for long-term success.
Is Your Firm the Right Fit for Your Future Success?
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.
