An Alternate Exit Plan: How a $1.4B Merrill Team Solved for Succession

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Succession doesn’t have to mean slowing down. This episode explores how Tim Krueger and his $1.4B Merrill team rethought succession, liquidity, and legacy to create long-term continuity.

Episode metadata supplied by the publisher feed · Published Jan 22, 2026

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An Alternate Exit Plan: How a $1.4B Merrill Team Solved for Succession

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This episode is 50 minutes long.

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This episode was published on January 22, 2026.

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