Neil McPeak, a former Olympic rower and co-owner of a multi-advisor firm, shares transformative insights from losing a $10M client. He discusses how this setback shifted their focus to specialize in pre-sale business advising. The conversation dives into vital leadership lessons from sports, emphasizing discipline and teamwork. Neil reflects on family business dynamics and the importance of nurturing deep relationships with clients. They also explore early entrepreneurial lessons from landscaping and the significance of values in guiding the next generation’s wealth stewardship.
44:40
forum Ask episode
web_stories AI Snips
view_agenda Chapters
menu_book Books
auto_awesome Transcript
info_circle Episode notes
question_answer ANECDOTE
From Olympic Rowing To Business
Neil rowed at University of Pennsylvania and trained with the U.S. national team toward the 2012 Olympic cycle.
He later competed internationally (Henley, Brandenburg) before injury shifted his focus to business.
insights INSIGHT
Team Mentality Transfers To Business
Neil says elite athletic teams teach discipline, connectedness, and enjoyment of peak performance.
He applies that team mentality to building an "Olympic-style" advisory team in his firm.
question_answer ANECDOTE
Joining Dad's Firm Full-Time
After rowing cycles Neil returned to his father's firm, initially part-time while continuing to train.
By 2015 he committed full-time and focused on prospecting via seminars to grow the business.
Get the Snipd Podcast app to discover more snips from this episode
Join us for an exclusive episode of The Exit Is Now podcast as Scott Snider welcomes Neil McPeak into the studio for an honest and impactful conversation. From Olympic rowing to co-owning a multi-advisor firm with his father, Neil shares how discipline, team dynamics, and one major client loss reshaped their entire business model. He opens up about transitioning from general advising to pre-sale business owner specialization, and how reframing their approach with referral partners has led to deeper relationships and more meaningful work. Scott and Neil also reflect on shared lessons from their landscaping days and how that grit carries forward into legacy-building conversations with the next generation. Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Exit Is Now - Plan Accordingly With Scott Snider 