EPISODE · Dec 3, 2020 · 49 MIN
Betting on the Long-Term: Former Merrill Resident Director Shares Why Her $1B Team Broke Away
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
Former Merrill Lynch Resident Director Melissa Bouchillon shares what it takes for an RD to consider independence, Merrill’s push to sell bank products, how they compensated a partner who signed onto CTP, why they chose Focus Financial and more.
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Betting on the Long-Term: Former Merrill Resident Director Shares Why Her $1B Team Broke Away
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