Many Merrill advisors, like you, may be exploring your options with another firm or possibly even another model. And much like your colleagues, you may find yourself getting stuck in the weeds, searching for answers to questions…questions that are likely asked and answered far more often than you realize.
For instance, you may find yourself wondering how you will replicate the features you like best in Merrill’s platform or technology. Maybe it’s concerns about losing your hard-earned deferred comp or the potential that lies in Merrill’s CTP program. Or you may be worrying what your clients will think about leaving behind the cachet that the Merrill brand carries.
In an effort to fill those knowledge gaps – and help you make a proactive and informed decision around whether to stay with Merrill or consider other opportunities – we’ve gathered the top questions and answered them using the combined knowledge of our team and other industry experts, as well as information derived from both former and current Merrill advisors.
Above is just a small sample of the questions included in this resource. For the complete list – and the answers – just fill out the form.
Please note that you are providing your email address without any other intent or obligation, and with complete confidentiality.