December 3, 2020
Betting on the Long-Term: Former Merrill Resident Director Shares Why Her $1B Team Broke Away
The Diamond Podcast for Financial AdvisorsAbout this episode
Former Merrill Lynch Resident Director Melissa Bouchillon shares what it takes for an RD to consider independence, Merrill’s push to sell bank products, how they compensated a partner who signed onto CTP, why they chose Focus Financial and more.