The Diamond Podcast for Financial Advisors
Liberated: Why a 25-Year Merrill Vet Managing $450mm Opted to Break Away and Build His Own Firm
May 12, 2022
On his 25th anniversary with Merrill, Craig Robson resigned to launch RIA Regent Peak Wealth in Atlanta, GA. It was a bold move designed to “liberate and empower” him and his team to serve their clients completely and with objectivity.
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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