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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Melissa Bouchillon

Shrink to Grow: Why Advisors are Making the “Strategic Decision” to Let Go of Assets

Shrink to Grow: Why Advisors are Making the “Strategic Decision” to Let Go of Assets

By Mindy Diamond, WealthManagement.com – In a world where bigger is considered better, many of Wall Street’s most talented and productive advisors are opting to go against the grain and leave chips on the table.

The Best of 2020: Top Advice from 10 Independent Business Owners

The Best of 2020: Top Advice from 10 Independent Business Owners

Advice from the top 10 independent advisors featured in 2020, a special episode representing the 100th in this podcast series for financial advisors. It’s a distillation of key commentary that answers the threshold question: Why independence?

Betting on the Long-Term: Former Merrill Resident Director Shares Why Her $1B Team Broke Away

Betting on the Long-Term: Former Merrill Resident Director Shares Why Her $1B Team Broke Away

Former Merrill Lynch Resident Director Melissa Bouchillon shares what it takes for an RD to consider independence, Merrill’s push to sell bank products, how they compensated a partner who signed onto CTP, why they chose Focus Financial and more.

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