What does building your Version 2.0 really look like?

In this episode, I’m joined by Shelby Nicholl, founder of Muriel Consulting and host of the Kick It Open podcast, to explore how advisors can recognize when it’s time to evolve and how to take smart, confident steps toward a more fulfilling practice. 

Listen in as we talk about how to evaluate firm fit across three key dimensions and what options exist for those considering independence or starting their own RIA.

You'll learn how to think like a CEO of your own practice, understand your true value, and make career decisions that support long-term fulfillment for you, your team, and your clients.

Shelby shares:

• Signs that it’s time for an advisor to make a move.
• How to assess firm alignment.
• The importance of compensation structure for team retention.
• Business development vs. servicing roles in advisory firms.
• Breaking away to form an RIA—when and how to do it.
• The three categories of advisor firm fit.
• What it takes to retain top talent in your firm.

Resources:

• My interview with Shelby on her podcast
• Take The Fit Test
• The Kick It Open Podcast

Connect with Shelby Nicholl:

• LinkedIn: Shelby Nicholl, MBA, CEPA®
• Murielconsulting.com
• YouTube: Kick It Open Podcast with Shelby Nicholl
• Email: [email protected]
• Book a confidential call with Shelby

Connect with Kristin Harad:

• LinkedIn: Kristin Harad, CFP®
• FullAdvisorCoaching.com
• X: KristinHarad
• Email: [email protected] 
• Schedule a Conversation with Kristin