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Advisory Innovation: Kay Lin Mehue of Merit Financial

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

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