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.

Rob Nelson, CEO and Founder of NorthRock Partners, shares insights on scaling his RIA managing $5 billion in assets. He discusses the evolution of advisory services, emphasizing personalized relationships and the need for specialized expertise. Rob highlights their unique fee structures, balancing transparency with client satisfaction. As the firm grows beyond 100 employees, he navigates leadership challenges and stresses the importance of aligning new hires with company values. With a focus on client advocacy, he illustrates how referrals drive sustainable growth.

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.