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Happy Again: How a $440mm Merrill Team Got Their Mojo Back in Independence - The Diamond Podcast for Financial Advisors - Podfriend
November 10, 2022
Happy Again: How a $440mm Merrill Team Got Their Mojo Back in Independence
The Diamond Podcast for Financial Advisors
1h 4m
About this episode
Self-described “homegrown Merrill” advisors Chad Goodchild and Jacob Schlicht share the drivers behind their choice to leave Merrill to launch independent firm Kickstand Wealth Advisors with support from TruClarity.
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