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Ex-Merrill Leader’s Vision Comes to Fruition: John Thiel on Making the Advisor “The Value Proposition”

The Diamond Podcast for Financial Advisors

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The Evolving Landscape of Financial Advisory and Generational Shifts

This chapter explores the evolving dynamics of the financial advisory industry, focusing on collaboration among independent firms and the shift in values from younger generations. It highlights an optimistic future for the industry, emphasizing the importance of integrity and self-discovery.

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