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Rabu, 14 April 2021

Merrill Lynch's advisor pipeline is in turmoil

Months of mixed messaging about prospecting, ongoing monitoring of calls....
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Merrill Lynch's advisor training program is on month 9 of a ban on reaching out to prospective clients. Insiders say morale is taking a big hit.

Restrictions on Merrill Lynch Wealth Management financial advisors in training are stretching into a ninth month and have shown no signs of lifting.

Months of mixed messaging about prospecting, ongoing monitoring of calls, and Ernst & Young auditing phone records is weighing on trainees and draining morale.

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