EPISODE · Jul 27, 2023 · 52 MIN
A 37-Year Merrill Lifer Shares Why Even Long-Tenured Advisors Can Benefit by Forgoing CTP and Breaking Away
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
As a former Merrill ACTM chairperson, Andy Ferguson had an acute view of the changes taking place at the firm. He shares how that influenced his decision to opt for independence over Merrill’s retire-in-place program CTP and more.
Embed this episode
NOW PLAYING
A 37-Year Merrill Lifer Shares Why Even Long-Tenured Advisors Can Benefit by Forgoing CTP and Breaking Away
0:00
52:05
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of The Diamond Podcast for Financial Advisors?
This episode is 52 minutes long.
When was this The Diamond Podcast for Financial Advisors episode published?
This episode was published on July 27, 2023.
Can I download this The Diamond Podcast for Financial Advisors episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!