Merrill’s recognition of the incongruence with their advisors via Project Thunder and limiting comp changes leaves some unanswered questions. This episode delves into those questions, what’s bugging advisors most and if it’s all too little too late.

Industry Update on Merrill’s Project Thunder: Too Little Too Late?

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 Industry Update on Merrill’s Project Thunder: Too Little Too Late?

Sign up to save your podcasts

Industry Update on Merrill’s Project Thunder: Too Little Too Late?

Industry Update on Merrill’s Project Thunder: Too Little Too Late?

More shows like The Diamond Podcast for Financial Advisors

Notes on the Week Ahead

Masters in Business

The Meb Faber Show - Better Investing

Behind the Markets Podcast

Capital Allocators – Inside the Institutional Investment Industry

Animal Spirits Podcast

The Perfect RIA

The Compound and Friends

The Long View

Kitces and Carl - Real Talk for Real Financial Advisors

Barron's Advisor

Barron's Live

Ask The Compound

The Efficient Advisor: Tactical Business Advice for Financial Planners

Facts vs Feelings with Ryan Detrick & Sonu Varghese