The Diamond Podcast for Financial Advisors
3X Growth: How a Pivot from IBD to RIA Turned into a Nearly $4 Billion Slam-Dunk
October 14, 2019
Rob Nelson, CEO and Founding Partner of NorthRock Partners, talks about his explosive growth after a shift from IBD to RIA, the value of a capital partner, professional athletes as clients as well as team members, and much more.
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond independence to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape.
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