News & INSIGHTS

Matt Liebman featured on Diamond Podcast for Financial Advisors

Our CEO and Founder, Matt Liebman, was featured on the latest episode of the Diamond Podcast for Financial Advisors: ‘Merrill Breakaway Advisor Roundtable: How to Recreate the Community, Culture, Camaraderie, and Competitive Spirit of the Wirehouses.’
Listen or watch the video with host Louis Diamond to learn what these CEOs did—and how it translated into greater success.