Merrill Lifer on Breaking New Ground: The Leap to Independence with LPL Strategic Wealth Services episode artwork

EPISODE · Jan 25, 2022 · 55 MIN

Merrill Lifer on Breaking New Ground: The Leap to Independence with LPL Strategic Wealth Services

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Josh Brown went from mechanical engineer to the Merrill training program, building a business from 0 to $650mm. Firm changes prompted him and his team to consider their options, launching Northend Private Wealth on LPL Strategic Wealth Services.

Episode metadata supplied by the publisher feed · Published Jan 25, 2022

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Merrill Lifer on Breaking New Ground: The Leap to Independence with LPL Strategic Wealth Services

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