Leaving the 4-Decade Legacy Behind: Why this $1.5B Merrill Family Business Opted for Independence

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Brent and Brad Chappell share unique perspectives as next gens of a business conceived by their father decades ago at Merrill. They offer insightful thoughts about family dynamics and succession, the value of mentors and education, what it takes to build a $1B wealth management business, and more.

Episode metadata supplied by the publisher feed · Published Apr 11, 2024

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Leaving the 4-Decade Legacy Behind: Why this $1.5B Merrill Family Business Opted for Independence

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