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Should I stay or should I go? with Shelby Nicholl

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Manage episode 493050666 series 2940942
Content provided by Prajin and Steven Jarvis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Prajin and Steven Jarvis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This week, Steven is joined by Shelby Nicholl, founder of Muriel Consulting, to provide insight on how advisors can think about the firm structure they find themselves in and the key factors to consider when confronted with the question "should I stay or should I go". Like so many other areas, taxes is "a" consideration, not "the" consideration, so Shelby and Steven discuss the realities of tax planning in different-sized firms and what advisors can do to advocate for change without making a move. Shelby is also a sponsor for the 2025 Summit and has generously offered all of our listeners a free self-evaluation that can help identify the pros and cons of their current setup, which can be downloaded at retirementtaxservices.com/shelby.

https://zurl.co/Lga3r

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114 episodes

Artwork
iconShare
 
Manage episode 493050666 series 2940942
Content provided by Prajin and Steven Jarvis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Prajin and Steven Jarvis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This week, Steven is joined by Shelby Nicholl, founder of Muriel Consulting, to provide insight on how advisors can think about the firm structure they find themselves in and the key factors to consider when confronted with the question "should I stay or should I go". Like so many other areas, taxes is "a" consideration, not "the" consideration, so Shelby and Steven discuss the realities of tax planning in different-sized firms and what advisors can do to advocate for change without making a move. Shelby is also a sponsor for the 2025 Summit and has generously offered all of our listeners a free self-evaluation that can help identify the pros and cons of their current setup, which can be downloaded at retirementtaxservices.com/shelby.

https://zurl.co/Lga3r

  continue reading

114 episodes

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