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Talk…about money

A New Advisor?

January is a funny month. It’s the only time of year we voluntarily look backward and forward at the same time. We pull out calendars, make big declarations, and pretend kale smoothies can fix everything. So while you’re in this moment of clarity, here’s a question...

When the Rules Change Mid-Game

This topic is REALLY bothering us! We couldn’t help but shake our heads reading that Merrill Lynch is doubling its “small household” threshold to $500K. Overnight, what used to count as a valued client is now a “reduced compensation” account. That’s like showing up to...

What’s Going On Over There?

From what I read, Merrill will pay advisors a reduced grid rate (20%) for households between $250K and $500K. Below $250K? In many cases, no compensation for that advisor.  In other words, they’re shifting attention away from smaller accounts and rewarding only...

An interview with CEO Joe Lind

Thanks to Greg Beck over at FocalPoint Advisory Services for spending some time with our CEO Joe Lind to learn more about how and why we built Dinergy Wealth Management; how Joe finds that all important “me time” during the day; and why our focus on...
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