On this episode we’re joined by Kay Lynn Mayhue, President of Merit Financial Advisors, who shares how continuous improvement (kaizen) drives success. In just four years, Merit completed 29 M&A deals while simultaneously achieving organic growth and talent retention.
Beyond finance, Merit builds a people-first culture, inspired by Southwest Airlines and Chick-fil-A, to enrich both clients and employees. Kay Lynn also dives into project management, digital marketing, and leadership strategies shaping the future of financial advising.
Don’t miss this inside look at Merit's culture!
Connect with us below!
- Kay Lynn Mayhue on LinkedIn
- Merit Financial Advisors
- Merit Financial Advisors on Facebook
- Brodrick Lothringer on LinkedIn
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