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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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A 37-Year Merrill Lifer Shares Why Even Long-Tenured Advisors Can Benefit by Forgoing CTP and Breaking Away

A 37-Year Merrill Lifer Shares Why Even Long-Tenured Advisors Can Benefit by Forgoing CTP and Breaking Away

As a former Merrill ACTM chairperson, Andy Ferguson had an acute view of the changes taking place at the firm. He shares how that influenced his decision to opt for independence over Merrill’s retire-in-place program CTP and more.

What a Move to Independence is Really Like: $1.75B ex-Merrill Advisor Shares His Perspective

What a Move to Independence is Really Like: $1.75B ex-Merrill Advisor Shares His Perspective

R. Scott Bills considered himself a Merrill Lifer. But as the firm changed and the desire to build a brand and better serve their clients grew stronger, he and his team decided to make the leap to independence, launching Nilsine Partners.

From Merrill Resident Director to Breakaway: How the Freedom to Innovate Fostered 2x Growth

From Merrill Resident Director to Breakaway: How the Freedom to Innovate Fostered 2x Growth

Amir Monsefi describes “conflicts of interest” with the ability to serve clients and grow the business at Merrill. The former RD shares how building their own RIA allowed them the freedom to innovate and remove conflicts.

From Cold-Calling to $500mm Breakaway: A Former Merrill Advisor’s Team-Based Approach to Growth

From Cold-Calling to $500mm Breakaway: A Former Merrill Advisor’s Team-Based Approach to Growth

Rory O’Hara founder of Ausperity Private Wealth discusses his journey from cold-calling trainee at Merrill, to building a business managing $500mm in client assets, to making the leap to independence as a young team.

From Merrill to Hightower to $3B RIA: How Verdence Doubled Twice

From Merrill to Hightower to $3B RIA: How Verdence Doubled Twice

Leo Kelly, the founder and CEO of Verdence Capital Advisors, discusses life after Merrill and the choice to “breakaway” twice: first with Hightower and 5 years later launching an RIA.

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.

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