The Diamond Podcast for Financial Advisors

Merrill Lifer on Breaking New Ground: The Leap to Independence with LPL Strategic Wealth Services

Jan 25, 2022

55:10

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Episode notes

Josh Brown went from mechanical engineer to the Merrill training program, building a business from 0 to $650mm. Firm changes prompted him and his team to consider their options, launching Northend Private Wealth on LPL Strategic Wealth Services.

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