Cover image of Mindy Diamond on Independence for Financial Advisors

Mindy Diamond on Independence for Financial Advisors

Independence offers a great deal of freedom and flexibility, but it’s not for all financial advisors. This show explores the space and other options to help advisors assess what’s right for them, thei... Read more

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A 37-Year Merrill Lifer Shares Why Even Long-Tenured Advisors Can Benefit by Forgoing CTP and Breaking Away

A 37-Year Merrill Lifer Shares Why Even Long-Tenured Advisors Can Benefit by Forgoing CTP and Breaking Away

A conversation with Andy Ferguson, founder and CEO of Proquility Private Wealth PartnersOverviewAs a former Merrill ACTM... Read more

27 Jul 2023

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Ric Edelman on the Future of Your Wealth Management Practice

Ric Edelman on the Future of Your Wealth Management Practice

A conversation with the Founder of the Digital Assets Council of Financial ProfessionalsOverviewOne of the most influent... Read more

20 Jul 2023

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