Happy Again: How a $440mm Merrill Team Got Their Mojo Back in Independence

The Diamond Podcast for Financial Advisors

10-11-2022 • 1 hr 4 mins

Self-described “homegrown Merrill” advisors Chad Goodchild and Jacob Schlicht share the drivers behind their choice to leave Merrill to launch independent firm Kickstand Wealth Advisors with support from TruClarity.

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