Neil McPeak

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.