EPISODE · Nov 30, 2023 · 57 MIN
$1.6B 6 Years Later: Matt Celenza on Doubling Growth, Opportunity, and Life After Merrill
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
The founder of Boulevard Family Wealth revisits the show 6 years later to share an insider perspective on what he wishes he knew before breaking away from Merrill, including greater access to everything his UHNW clients needed and the positive impact on client service and growth.
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$1.6B 6 Years Later: Matt Celenza on Doubling Growth, Opportunity, and Life After Merrill
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