In this special podcast episode, Vince Fertitta, breakaway Merrill executive who is now President of Sanctuary Wealth, joins the show to discuss the Merrill Lynch enhanced CTP and what it means for all Merrill advisors going forward.

An Update on Merrill’s Enhanced CTP: What it Means for Advisors, Their Next Gen and Clients

Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.

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An Update on Merrill’s Enhanced CTP: What it Means for Advisors, Their Next Gen and Clients

An Update on Merrill’s Enhanced CTP: What it Means for Advisors, Their Next Gen and Clients

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