FireSide: A Podcast Series from Future Standard
FireSide: A Podcast Series from Future Standard
Future Standard
Head to Head: Jeff Erdmann, Merrill Private Wealth Management
33 minutes Posted May 29, 2024 at 9:00 am.
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Show notes
How does the #1 advisor in the country close business? In a new episode of Head to Head, Jeff Erdmann (Founding Partner of the Erdmann Group at Merrill Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how childhood dyslexia helped him launch a multi-billion practice, why he hires “partners” instead of “employees” and how he balances family, mentorship, career and philanthropy. “It's about connecting with people and finding a connect...