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

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Since his last visit on the show 5 years ago, Rob Nelson’s NorthRock Partners has grown exponentially, serving a high net worth client base of professional athletes, entrepreneurs, and corporate executives. Rob offers valuable lessons derived from finding the “clearest path to excellence” for his clients and the NorthRock team.

Episode metadata supplied by the publisher feed · Published May 16, 2024

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

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