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.
FiComm Partners' Candice Carlton, and Hightower's Doug Besso, discuss how their own firms and the fastest growing advisors they work with are leveraging technology to successfully engage with clients.
Outside input is important, the panelists agree, but choose carefully. There are only a handful of bankers and attorneys with the expertise to create the best outcome for selling advisors.
