Growing Up with Merrill Lynch: A Next-Gen Breakaway Story

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Merrill next gen inheritor Elizabeth "Lizzie" Evans discusses her decision to leave the firm on the heels of her father’s CTP agreement and cautions how Merrill's sunset package means buying something the next gen doesn't truly own.

Episode metadata supplied by the publisher feed · Published Aug 13, 2020

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Growing Up with Merrill Lynch: A Next-Gen Breakaway Story

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