Nate Harris recognized that the firm he first built his business at no longer aligned with what he deemed as his North Star. After extensive soul searching and due diligence, he decided to leave his team at Merrill and opted for the independent broker dealer model, which he felt would allow him to achieve all he desired and then some.

The Real Value of Due Diligence: How a Former Merrill Advisor Used Logic and Emotion to Assess His Firm and Business Life

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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The Real Value of Due Diligence: How a Former Merrill Advisor Used Logic and Emotion to Assess His Firm and Business Life

The Real Value of Due Diligence: How a Former Merrill Advisor Used Logic and Emotion to Assess His Firm and Business Life

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