Head to Head: Jeff Erdmann, Merrill Private Wealth Management 

In a new episode of Head to Head, Jeff Erdmann (Founding Partner of the Erdmann Group at Merrill Private Wealth Management) joins FS Investments Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how childhood dyslexia helped him launch a multi-billion practice, why he hires “partners” instead of “employees” and how he balances family, mentorship, career and philanthropy.
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00:00 Intro
00:59 From a borrowed suit to $8.3 billion
05:56 How has the business changed since you started?
08:26 Being a good leader
12:51 Partners instead of employees
12:24 An advisor’s three families
17:14 How does Jeff Erdmann prospect?
21:35 Women in financial services
23:16 Giving back to the community
25:56 How do you get it all done?
28:41 Attracting diverse talent
31:29 We own something here
34:03 Advice to your 20-year-old self
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