1 tim. 2 min
Leaving the 4-Decade Legacy Behind: Why this $1.5B Merrill Family Business Opted for Independence The Diamond Podcast for Financial Advisors
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- Karriär
Brent and Brad Chappell share unique perspectives as next gens of a business conceived by their father decades ago at Merrill. They offer insightful thoughts about family dynamics and succession, the value of mentors and education, what it takes to build a $1B wealth management business, and more.
Brent and Brad Chappell share unique perspectives as next gens of a business conceived by their father decades ago at Merrill. They offer insightful thoughts about family dynamics and succession, the value of mentors and education, what it takes to build a $1B wealth management business, and more.
1 tim. 2 min