A Prescription for Independence: A Merrill Breakaway’s “Financial Physician” Approach to Client Care and Growth

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Alex Markowitz, a former Merrill advisor, shares how independence gave him freedom to build a firm defined by empathy, collaboration, and a “financial physician” approach to client care.

Episode metadata supplied by the publisher feed · Published Nov 6, 2025

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A Prescription for Independence: A Merrill Breakaway’s “Financial Physician” Approach to Client Care and Growth

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