May 4, 2023
From Merrill Resident Director to Breakaway: How the Freedom to Innovate Fostered 2x Growth
The Diamond Podcast for Financial AdvisorsAbout this episode
Amir Monsefi describes “conflicts of interest” with the ability to serve clients and grow the business at Merrill. The former RD shares how building their own RIA allowed them the freedom to innovate and remove conflicts.