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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 impartial observe the place, over the previous 5 years, he’s constructed a rising observe catering to wealth creators by merely paying deeper consideration and surrounding their households with recommendation.
Particularly, David and Craig talk about:
- The particular conditions that drove him to depart Merrill Lynch after 25 years to start out his personal RIA.
- Coaching his advisors to uncover helpful insights right into a household’s values and motivators by one-on-one interviews, household conferences and an train in philanthropic giving.
- Intentionally structuring his observe to have a better employee-to-client ratio than most different corporations, making certain shoppers are by no means out of contact with a identified advisor.
- Managing a excessive charge of natural progress 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 preserving a referral community for ancillary providers, like property planning, as an alternative of bringing these in-house. Trace: It’s much less conflicted and a aggressive differentiator.
Assets:
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 observe 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 impartial advisory agency, is a direct results of Craig’s need to supply all relationships with goal recommendation free from the conflicts of curiosity that may come from giant establishments.
Craig has been acknowledged for his funding acuity and was acknowledged by Forbes Finest-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 normal securities registrations and insurance coverage licenses.
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