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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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Innovative Business Models in Financial Advising

This chapter explores the unique business model of Indivisible Partners, where financial advisors operate as independent contractors while owning their LLCs. It highlights the competitive advantages of scale, collaboration, and tailored services that enhance client satisfaction and advisor efficiency. The discussion also addresses the industry's succession challenges and the importance of long-term growth through a fiduciary approach to client relationships.

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