About this episode

Kay Lynn Mayhue discusses Merit Financial Advisors' growth strategy and the evolving role of financial advisors.

Kay Lynn Mayhue, President of Merit Financial Advisors, discusses the firm’s growth strategy, evolving M&A approach, and commitment to cultural alignment as the RIA landscape shifts. She also shares her perspective on the changing role of financial advisors, investments driving scalability, and her long-term vision for Merit’s impact on the wealth management industry.

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