March 4, 202200:39:40

Advisor Innovations: Merit Financial’s Kay Lynn Mayhue on Plotting an Aggressive Growth Trajectory

In this episode, David Armstrong talks with Kay Lynn Mayhue, president of Merit Financial Advisors, about the $7 billion firm’s aggressive growth trajectory..  Kay Lynn discusses: The strategy that’s fueled Merit’s aggressive growth rate since 2017. Merit’s “hub and spoke” approach to acquisitions and partnerships.  How Merit evaluates its acquisition prospects—and what will kill a … Continue reading Advisor Innovations: Merit Financial’s Kay Lynn Mayhue on Plotting an Aggressive Growth Trajectory →

No transcript available.