Craig Robson

In this conversation with Craig Robson, the Founding Principal of Regent Peak Wealth Advisors, listeners are taken on a journey from his 25-year stint at Merrill Lynch to launching his own firm. Craig discusses the rewards and challenges of transitioning to independence, emphasizing the need for a solid resource strategy. He highlights the importance of client engagement and building a supportive work culture. The impact of Malcolm Gladwell's 'Outliers' and the value of dedicating 10,000 hours to mastery also take center stage, showcasing dedication as a pathway to success.