Shelby Nicholl, founder of Muriel Consulting, helps breakaway advisors find their match and make the transition to independence. “Most of my clients are leaving captive firms and looking for a home where they can more completely own their book of business,” Nicholl said. A key element of breaking away is bringing as many of your clients and assets with you as possible. While industry data shows advisors generally bring about 85% of assets with them during a move, wirehouse advisors can plan for less than th ...