June 8, 2023
What a Move to Independence is Really Like: $1.75B ex-Merrill Advisor Shares His Perspective
The Diamond Podcast for Financial AdvisorsAbout this episode
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.