October 31, 2024
Wirehouse Connections: Why a Next Gen Merrill Advisor Joined His $1B Breakaway Colleagues
The Diamond Podcast for Financial AdvisorsAbout this episode
Dylan O’Shea offers a unique perspective from a growing advisor with a long runway who could have easily opted for a transition check but instead chose independence. He discusses why he joined Quorum Private Wealth, the value of their shared vision, infrastructure, and more.