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On this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Join’s Wealth Administration Group, talks with Craig Robson, founding father of Regent Peak Wealth Advisors, about why, after 25 years at Merrill Lynch, he ventured into unbiased follow the place, over the previous 5 years, he’s constructed a rising follow catering to wealth creators by merely paying deeper consideration and surrounding their households with recommendation.
Particularly, David and Craig focus on:
- The precise conditions that drove him to depart Merrill Lynch after 25 years to begin his personal RIA.
- Coaching his advisors to uncover helpful insights right into a household’s values and motivators via one-on-one interviews, household conferences and an train in philanthropic giving.
- Intentionally structuring his follow to have the next employee-to-client ratio than most different companies, guaranteeing shoppers are by no means out of contact with a recognized advisor.
- Managing a excessive fee of natural development with out asking shoppers for referrals.
- How shoppers typically carry funding alternatives that may be shared with different Regent Peak households, and why he invests his personal wealth in the identical portfolios.
- The technique behind maintaining a referral community for ancillary companies, like property planning, as a substitute of bringing these in-house. Trace: It’s much less conflicted and a aggressive differentiator.
Sources:
Join With David Armstrong:
Join With Craig Robson:
About Our Visitor:
Craig is the founding father of Regent Peak Wealth Advisors. Throughout his 25 years at Merrill Lynch, Craig turned the Founder and Managing Director of Robson & Associates, a high-net-worth wealth advisory follow inside the agency. At Regent Peak, he serves as Managing Director and units the agency’s general imaginative and prescient and technique. The creation of Regent Peak Wealth Advisors, an unbiased advisory agency, is a direct results of Craig’s want to supply all relationships with goal recommendation free from the conflicts of curiosity that may come from massive establishments.
Craig has been acknowledged for his funding acuity and was acknowledged by Forbes Greatest-in-State Wealth Advisors listing in 2019. Craig holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Licensed Monetary Planner Board of Requirements, Inc., the Licensed Funding Administration Analyst® (CIMA®) designation and he’s a Licensed Divorce Monetary Analyst® skilled. Craig holds all of the related common securities registrations and insurance coverage licenses.
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