April 11, 2024
Leaving the 4-Decade Legacy Behind: Why this $1.5B Merrill Family Business Opted for Independence
The Diamond Podcast for Financial AdvisorsAbout this episode
Brent and Brad Chappell share unique perspectives as next gens of a business conceived by their father decades ago at Merrill. They offer insightful thoughts about family dynamics and succession, the value of mentors and education, what it takes to build a $1B wealth management business, and more.