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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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