The Diamond Podcast for Financial Advisors

Happy Again: How a $440mm Merrill Team Got Their Mojo Back in Independence

Nov 10, 2022

01:04:40

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Self-described “homegrown Merrill” advisors Chad Goodchild and Jacob Schlicht share the drivers behind their choice to leave Merrill to launch independent firm Kickstand Wealth Advisors with support from TruClarity.

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