From “Overservicing” Clients to Building a $1B RIA: A Merrill Breakaway Story

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Michael Smith shares how a client-first philosophy, niche specialization, and independence helped Emerald Advisors grow from $385mm to more than $1B in assets.

Episode metadata supplied by the publisher feed · Published Jun 18, 2026

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From “Overservicing” Clients to Building a $1B RIA: A Merrill Breakaway Story

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