The Diamond Podcast for Financial Advisors
$1.6B 6 Years Later: Matt Celenza on Doubling Growth, Opportunity, and Life After Merrill
November 30, 2023
The founder of Boulevard Family Wealth revisits the show 6 years later to share an insider perspective on what he wishes he knew before breaking away from Merrill, including greater access to everything his UHNW clients needed and the positive impact on client service and growth.
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond independence to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape.
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