Sound View Wealth Advisors Archives

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.

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.

Sound View Wealth Advisors

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

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

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