Former Merrill Lynch Resident Director Melissa Bouchillon shares what it takes for an RD to consider independence, Merrill’s push to sell bank products, how they compensated a partner who signed onto CTP, why they chose Focus Financial and more.

Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change

Betting on the Long-Term: Former Merrill Resident Director Shares Why Her $1B Team Broke Away

While independence offers a great deal of freedom and flexibility, it’s not for all advisors. Financial Advisor Recruiter and Consultant, Mindy Diamond, explores the space and options available to help advisors assess if independence is right for them.

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Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change