Amir Monsefi describes “conflicts of interest” with the ability to serve clients and grow the business at Merrill. The former RD shares how building their own RIA allowed them the freedom to innovate and remove conflicts.

From Merrill Resident Director to Breakaway: How the Freedom to Innovate Fostered 2x Growth

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.

Share From Merrill Resident Director to Breakaway: How the Freedom to Innovate Fostered 2x Growth

Sign up to save your podcasts

From Merrill Resident Director to Breakaway: How the Freedom to Innovate Fostered 2x Growth

From Merrill Resident Director to Breakaway: How the Freedom to Innovate Fostered 2x Growth

More shows like The Diamond Podcast for Financial Advisors

Notes on the Week Ahead

Masters in Business

The Meb Faber Show - Better Investing

Capital Ideas Podcast

Capital Allocators – Inside the Institutional Investment Industry

Animal Spirits Podcast

The Perfect RIA

The Compound and Friends

Down the Middle

Kitces and Carl - Real Talk for Real Financial Advisors

Barron's Advisor

Ask The Compound

The Efficient Advisor: Tactical Business Advice for Financial Planners

Facts vs Feelings with Ryan Detrick & Sonu Varghese

Signal or Noise?