Brett Bernstein realized that he could not achieve his vision and goals within the wirehouse world. So he set out to build his own practice. When he outgrew that, he built a firm. Now, he’s building an enterprise.

Growth Strategies: An Ex-Merrill Advisor on Going from Practice to Firm to $4B Enterprise

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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Growth Strategies: An Ex-Merrill Advisor on Going from Practice to Firm to $4B Enterprise

Growth Strategies: An Ex-Merrill Advisor on Going from Practice to Firm to $4B Enterprise

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