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In the News

Merrill, Defying Rivals, Decides To Remain In Recruiting Protocol

Posted by Mindy Diamond

Financial Advisor

Mindy Diamond Quoted
By Dan Jamieson

Merrill Lynch is not making plans to leave the broker recruitment protocol, according to Andy Sieg, head of wealth management at the firm.

Sieg addressed the protocol issue in a talk Monday with his management team, according to a company source familiar with the discussion.

Recruiter Mindy Diamond said staying in the protocol was a good move for Merrill. “It tells advisors they trust in them and respect their choice to do what’s best for their clients,” she said via email.

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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