Outgrowing the Employee Model: How an ex-Merrill Advisor Found Autonomy & Abundance in Independence

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Jerry Davidse discusses his transition from Merrill to building RIA firm Presilium Private Wealth with partner Brook Hart, gaining the freedom to communicate and create an exceptional experience for their clients.

Episode metadata supplied by the publisher feed · Published Dec 1, 2022

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Outgrowing the Employee Model: How an ex-Merrill Advisor Found Autonomy & Abundance in Independence

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