Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in Chief

Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in Chief


Advisor Innovations: Merit Financial’s Kay Lynn Mayhue on Plotting an Aggressive Growth Trajectory

March 04, 2022

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 →