EPISODE · Aug 19, 2021 · 45 MIN
Better Together or Apart: A Breakaway Advisor Shares Why He and His Team Chose Separate Paths
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
For Dan Johnson and his multi-generational team at Merrill it became apparent they each had different goals and timelines. He discusses why they chose different paths, opting for independence over a recruitment deal or inheriting a book and more.
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Better Together or Apart: A Breakaway Advisor Shares Why He and His Team Chose Separate Paths
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