Sponsored by LPL Financial
In this episode, David Armstrong talks with Kay Lin Mehu, president of Merritt Financial Advisors, about the $7 billion firm’s aggressive growth trajectory.
Kay Lin discusses:
- Strategy driving Merit’s aggressive growth rate since 2017.
- Merit’s “hub and spoke” approach to acquisitions and partnerships.
- How Merritt evaluates its acquisition prospects — and whether a deal will kill it.
- The long search for a capital partner and learning which equity investors make sense — and which don’t.
- Why Merit separates client development from an advisory role and centralizes financial planning to accelerate organic growth.
- Why Technology is a Key Part of Merit’s Budget
