A Diehard Merrill Advisor’s Journey to Independence
Feb 7, 2019
46:51
forum Ask episode
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
Michael Henley, a 34-yr old “diehard Merrill Lynch advisor” and team, with a partner less than 10 years from retirement, came to a point at the wirehouse when it was more about “jumping through hoops” for the bank than doing best for their clients.
The Diamond Podcast for Financial Advisors