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Andy Sieg:  A Candid One-on-One  With the Leader of the Merrill Thundering Herd

Andy Sieg: A Candid One-on-One With the Leader of the Merrill Thundering Herd

The leader of one of the top brokerage firms in the wealth management world, Andy Sieg, President of Merrill Lynch Wealth Management, in a candid one-on-one interview with Mindy Diamond.

Outgrowing the Employee Model: How an ex-Merrill Advisor Found Autonomy & Abundance in Independence

Outgrowing the Employee Model: How an ex-Merrill Advisor Found Autonomy & Abundance in Independence

Jerry Davidse discusses his transition from Merrill to building RIA firm Presilium Private Wealth with partner Brook Hart, gaining the freedom to communicate and create an exceptional experience for their clients.

Happy Again: How a $440mm Merrill Team Got Their Mojo Back in Independence

Happy Again: How a $440mm Merrill Team Got Their Mojo Back in Independence

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.

Ex-Merrill ACTM Chair to Independent Business Owner: A Former Insider’s Point of View

Ex-Merrill ACTM Chair to Independent Business Owner: A Former Insider’s Point of View

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.

Sanctuary Wealth $25B Later: An Inside Look at the Firm’s 4-Year Growth and What Lies Ahead

Sanctuary Wealth $25B Later: An Inside Look at the Firm’s 4-Year Growth and What Lies Ahead

Jim Dickson, founder and CEO of Sanctuary Wealth, revisits the show as the firm celebrates its 4th anniversary, recapping the early days of Sanctuary, discussing where the firm is today, the growth of supported independence and more.

Liberated: Why a 25-Year Merrill Vet  Managing $450mm Opted to  Break Away and Build His Own Firm

Liberated: Why a 25-Year Merrill Vet Managing $450mm Opted to Break Away and Build His Own Firm

On his 25th anniversary with Merrill, Craig Robson resigned to launch RIA Regent Peak Wealth in Atlanta, GA. It was a bold move designed to “liberate and empower” him and his team to serve their clients completely and with objectivity.

$1B+ Multi-Generational Merrill Breakaway Team Leaves Behind the Big Brand to Gain “More” for Clients

$1B+ Multi-Generational Merrill Breakaway Team Leaves Behind the Big Brand to Gain “More” for Clients

Matt Liebman, Founding Partner and CEO of RIA firm Amplius Wealth Advisors discusses the complexity of considering change with a multi-generational team, the difficulty of walking away from a big brand name, the concept of clients being the real “boss” and how that influenced his choice to build an independent firm—and much more.

Merrill Lifer on Breaking New Ground: The Leap to Independence with LPL Strategic Wealth Services

Merrill Lifer on Breaking New Ground: The Leap to Independence with LPL Strategic Wealth Services

Josh Brown went from mechanical engineer to the Merrill training program, building a business from 0 to $650mm. Firm changes prompted him and his team to consider their options, launching Northend Private Wealth on LPL Strategic Wealth Services.

Industry Update on Merrill’s Project Thunder: Too Little Too Late?

Industry Update on Merrill’s Project Thunder: Too Little Too Late?

Merrill’s recognition of the incongruence with their advisors via Project Thunder and limiting comp changes leaves some unanswered questions. This episode delves into those questions, what’s bugging advisors most and if it’s all too little too late.

A Losing Battle at Merrill: Why a Former Leader Left the Herd for Independence–the Value of Culture and the “Intoxicating” Effects of Freedom

A Losing Battle at Merrill: Why a Former Leader Left the Herd for Independence–the Value of Culture and the “Intoxicating” Effects of Freedom

To Greg Franks, the “bankifying” of Merrill, which he served at for nearly 3 decades, was nothing short of “tragic.” The former Merrill leader shares his experience and the story of his own leap to independence to the helm of Snowden Lane Partners.

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Recent News & Articles

  • Everything You Need to Know About Independence: An Industry Update
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  • Why Merrill, Bucking Trend, Won’t Offer Independent Model for Advisors
  • Andy Sieg: A Candid One-on-One With the Leader of the Merrill Thundering Herd
  • Why Wealth Management is Goldman Sachs’ New ‘Crown Jewel’ with Dealmaking at a Standstill
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