The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
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An Update on Merrill’s Enhanced CTP: What it Means for Advisors, Their Next Gen and Clients
13 minutes
Posted Nov 7, 2019 at 12:37 pm.
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In this special podcast episode, Vince Fertitta, breakaway Merrill executive who is now President of Sanctuary Wealth, joins the show to discuss the Merrill Lynch enhanced CTP and what it means for all Merrill advisors going forward.
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