The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors


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

May 16, 2024

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.