Building a $6B+ Firm by Listening to Clients: The Formula for Mastering Excellence and Creating a Superstar Enterprise

Rob Nelson, CEO and founder of NorthRock Partners, shares insights from building a $6B+ firm dedicated to high-net-worth clients like entrepreneurs and professional athletes. He discusses the journey from humble beginnings to independence, emphasizing client-centric service and innovative offerings. Rob highlights the growth from $1.5 billion to $6 billion in assets, the importance of cultural alignment among advisors, and lessons on succession planning. He also reveals unique strategies for navigating the professional athlete market, underscoring the significance of tailored support.