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.
Podcast
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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Why Independence Changes Everything for Financial Advisors
Listen to how Three Bridges strengthened client relationships, enabled their technology adoption, and ultimately grw their practice through going independent with Kestra Private Wealth Services.
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