From “Fancy Wall Street Gal” to Founder and Force: Building with Purpose
Kristin Merrick shares her professional journey, learnings from her finance career, and reflects on mistakes and moments that have shaped her into a leading financial advisor.
Insights
Marketing Automation for Financial Advisors: Tools and Best Practices
Learn how marketing automation helps financial advisors generate leads, retain clients, stay compliant, and scale growth with the right tools.
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The Right Way to Breakaway and Add Scale
In this episode, Breanne Polonia shares her transition from leaving the wirehouse to joining a thriving independent practice, bringing her niche to the table, and how she successfully transitioned 100% of her book.
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Building Deeper, More Loyal Client Relationships
Hear how Magnetic North evolved to deliver a more holistic client experience, and why collaboration, peer groups, and the right partnerships are critical to sustained growth.
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