The Diamond Podcast for Financial Advisors podcast

Building a $6B+ Firm by Listening to Clients: The Formula for Mastering Excellence and Creating a Superstar Enterprise

5/16/2024

The Diamond Podcast for Financial Advisors

0:00

56:54

Since his last visit on the show 5 years ago, Rob Nelson’s NorthRock Partners has grown exponentially, serving a high net worth client base of professional athletes, entrepreneurs, and corporate executives. Rob offers valuable lessons derived from finding the “clearest path to excellence” for his clients and the NorthRock team.

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Building a $6B+ Firm by Listening to Clients: The Formula for Mastering Excellence and Creating a Superstar Enterprise
5/16/2024
56:54
Since his last visit on the show 5 years ago, Rob Nelson’s NorthRock Partners has grown exponentially, serving a high net worth client base of professional athletes, entrepreneurs, and corporate executives. Rob offers valuable lessons derived from finding the “clearest path to excellence” for his clients and the NorthRock team.
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How the FTC’s Rule on Non-Competes May Impact Financial Advisors: An Attorney’s Perspective
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Attorney Matt Baum breaks down the facts on the latest FTC Noncompete Rule, the potential impact on an advisor’s business, current agreements, the ability to transition, and more.
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Building a $6B+ Firm by Listening to Clients: The Formula for Mastering Excellence and Creating a Superstar Enterprise

The Diamond Podcast for Financial Advisors

More episodes from "The Diamond Podcast for Financial Advisors"

Build, Grow, and Scale: How a Young Bank Brokerage Team is Achieving Their Goals in Independence

Buying, Selling, or Transitioning Your Business: An Attorney’s Advice

Are You Vulnerable? An Advisor’s Guide to Surviving and Thriving in a Hyper-Compliant Environment— A Special Industry Update

Having Fun Again: How a Former Northwestern Mutual Advisor Designed a $7.5B Firm Around Cultural and Philosophical Alignment

A Blueprint for Building a Wealth Management Enterprise to $3B and Beyond

Building a $6B+ Firm by Listening to Clients: The Formula for Mastering Excellence and Creating a Superstar Enterprise

$10B Summit Financial’s 3X Growth in 4-Years: The Story Behind the Rise of a 42-Year-Old RIA

How the FTC’s Rule on Non-Competes May Impact Financial Advisors: An Attorney’s Perspective

A $1B+ Wells Fargo Breakaway Team Gets Re-Energized in a New Model

How Badly Do You Want It? A Process to Help Assess Whether Change is “Worth It” — A Special Industry Update