EPISODE · Feb 10, 2022 · 54 MIN
$1B+ Multi-Generational Merrill Breakaway Team Leaves Behind the Big Brand to Gain “More” for Clients
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
Matt Liebman, Founding Partner and CEO of RIA firm Amplius Wealth Advisors discusses the complexity of considering change with a multi-generational team, the difficulty of walking away from a big brand name, and how that influenced his choice to build an independent firm.
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$1B+ Multi-Generational Merrill Breakaway Team Leaves Behind the Big Brand to Gain “More” for Clients
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