EPISODE · May 4, 2023 · 59 MIN
From Merrill Resident Director to Breakaway: How the Freedom to Innovate Fostered 2x Growth
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
Amir Monsefi describes “conflicts of interest” with the ability to serve clients and grow the business at Merrill. The former RD shares how building their own RIA allowed them the freedom to innovate and remove conflicts.
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From Merrill Resident Director to Breakaway: How the Freedom to Innovate Fostered 2x Growth
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