The Diamond Podcast for Financial Advisors
Outgrowing the Employee Model: How an ex-Merrill Advisor Found Autonomy & Abundance in Independence
December 01, 2022
Jerry Davidse discusses his transition from Merrill to building RIA firm Presilium Private Wealth with partner Brook Hart, gaining the freedom to communicate and create an exceptional experience for their clients.
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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