In this episode of the ModelFA podcast, host David sits down with Craig Robson, the Founding Principal and Managing Director of Regent Peak Wealth Advisors. Craig shares his fascinating journey from a 25-year career at Merrill Lynch to launching his own independent RIA firm, Regent Peak Wealth Advisors. The conversation delves into the challenges and opportunities of transitioning to the independent space, the firm's unique approach to client engagement, and the importance of building a strong culture and team. In this episode:
0:01:20 Craig's experience at Merrill Lynch and the benefits of larger firms for training new advisors
0:04:30 The founding of Regent Peak Wealth Advisors and the firm's focus on serving wealth creators
0:10:51 The importance of having a resource strategy and leveraging external partners in the early stages
0:15:04 Regent Peak's growth strategy, including the consulting agreement model and proactive marketing efforts
0:27:34 The significance of the "10,000 hours" concept and the importance of focusing on core competencies
0:53:28 Craig's recommended book, "Outliers" by Malcolm Gladwell, and the impact it has had on his perspective
Connect with Craig:
-
Website: https://www.regentpeakwealth.com
-
Email: crobson@regentpeakwealth.com
-
LinkedIn: https://www.linkedin.com/company/regent-peak-wealth-advisors/
About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.
Our Team:
President of Model FA, David DeCelle
If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.
