Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in Chief
Advisor Innovations: Merit Financial’s Kay Lynn Mayhue on Plotting an Aggressive Growth Trajectory
In this episode, David Armstrong talks with Kay Lynn Mayhue, president of Merit Financial Advisors, about the $7 billion firm’s aggressive growth trajectory.. Kay Lynn discusses: The strategy that’s fueled Merit’s aggressive growth rate since 2017. Merit’s “hub and spoke” approach to acquisitions and partnerships. How Merit evaluates its acquisition prospects—and what will kill a … Continue reading Advisor Innovations: Merit Financial’s Kay Lynn Mayhue on Plotting an Aggressive Growth Trajectory →