Featured Podcast Episode…
Andy Sieg: A Candid One-on-One With the Leader of the Merrill Thundering Herd
In a rare appearance, and a milestone event for a series originally designed to explore the independent space, Andy Sieg, President of Merrill Lynch Wealth Management, joins the show for a candid one-on-one interview with Mindy Diamond. They discuss his perspective of what’s top-of-mind for Merrill advisors when it comes to culture, growth, recruiting, transition deals, the growth grid, Bank of America, independence, and much more. Listen…
More Featured Podcast Episodes…
Leo Kelly, the founder and CEO of Verdence Capital Advisors, discusses life after Merrill and the choice to “breakaway” twice: first by joining Hightower and 5 years later by launching an RIA. He shares how a hyper-focus on culture drives success, their strategic minority investment from Emigrant Partners, and more about their extraordinary growth.
Jerry Davidse discusses his transition from Merrill to building RIA firm Presilium Private Wealth with partner Brook Hart. He shares how they gained the freedom to communicate and create an exceptional experience for their clients, their outstanding portability ratio, uptick of referrals, and more.
Self-described “homegrown Merrill” advisors Chad Goodchild and Jacob Schlicht share the drivers behind their choice to leave Merrill to launch independent firm Kickstand Wealth Advisors with support from TruClarity—and how they regained their “happiness” as a result.
Kelly Milligan describes his journey at Merrill from zero to $1.5B in AUM, his role as Chair of the ACTM, the change in culture at the firm and how that motivated him and his team to launch independent firm Quorum Private Wealth.
UPDATED FOR 2022
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