3X Growth: How a Pivot from IBD to RIA Turned into a Nearly $4 Billion Slam-Dunk

Rob Nelson, CEO and Founding Partner of NorthRock Partners, shares insights into his firm's impressive growth after transitioning from an independent broker-dealer to a Registered Investment Advisor. He discusses the advantages of having a capital partner and how professional athletes have become both clients and team members. The conversation highlights strategic expansion into sports and entertainment, ambitious plans for mergers and acquisitions, and the essential role of employee development in navigating growth and delivering exceptional services.