EPISODE · Jun 8, 2023 · 1H 4M
What a Move to Independence is Really Like: $1.75B ex-Merrill Advisor Shares His Perspective
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
R. Scott Bills considered himself a Merrill Lifer. But as the firm changed and the desire to build a brand and better serve their clients grew stronger, he and his team decided to make the leap to independence, launching Nilsine Partners.
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What a Move to Independence is Really Like: $1.75B ex-Merrill Advisor Shares His Perspective
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