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$1.6B 6 Years Later: Matt Celenza on Doubling Growth, Opportunity, and Life After Merrill

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Manage episode 386723852 series 2321042
Content provided by Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The founder of Boulevard Family Wealth revisits the show 6 years later to share an insider perspective on what he wishes he knew before breaking away from Merrill, including greater access to everything his UHNW clients needed and the positive impact on client service and growth.
  continue reading

279 episodes

Artwork
iconShare
 
Manage episode 386723852 series 2321042
Content provided by Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The founder of Boulevard Family Wealth revisits the show 6 years later to share an insider perspective on what he wishes he knew before breaking away from Merrill, including greater access to everything his UHNW clients needed and the positive impact on client service and growth.
  continue reading

279 episodes

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