29 min
Ep. 076: Rob Nelson: Navigating the Evolution of Wealth Management The Evolving Advisor Podcast
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- Investing
Welcome to the Evolving Advisor podcast, where we delve into the dynamic world of wealth management and financial advisory services. In this episode, we're thrilled to have Rob Nelson, CEO and founder of NorthRock, join us.
Rob brings nearly three decades of industry experience and leadership, offering unique insights into the evolving landscape of wealth management.
Rob shares his journey and insights into how NorthRock has redefined traditional wealth management by bridging the gap between conventional practices and the family office approach.
Key topics covered include:
- The development of NorthRock's "personal office experience" for clients
- Tailoring bespoke services for entrepreneurs, athletes, corporate executives, and multi-generational families
- Evolution of NorthRock's service model and the transition from financial advice to holistic advisory support
- Responding to client needs and pain points to expand service offerings
- The origins of NorthRock's unique approach to wealth management
- Responding to client needs: From investment management to comprehensive advisory services
- Integrating property and casualty services within the advisory framework
- Balancing external partnerships with internal capabilities to enhance client experiences
- The future of wealth management: Navigating complexity and expanding service offerings
- Strategies for advisors to evolve and remain relevant in a changing industry landscape
Join us as we explore the transformation of wealth management and uncover actionable strategies for advisors to navigate the evolving landscape. Tune in to gain insights, inspiration, and practical advice from industry leaders like Rob Nelson. Don't miss out on this enlightening episode of the Evolving Advisor podcast!
Connect with Jeffrey Concepcion:
Website: https://www.stratoswealthpartners.com
Contact: https://www.stratoswealthpartners.com/contact
Twitter: https://twitter.com/Stratos_Wealth
Facebook: https://www.facebook.com/stratoswealthpartners
LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/
Welcome to the Evolving Advisor podcast, where we delve into the dynamic world of wealth management and financial advisory services. In this episode, we're thrilled to have Rob Nelson, CEO and founder of NorthRock, join us.
Rob brings nearly three decades of industry experience and leadership, offering unique insights into the evolving landscape of wealth management.
Rob shares his journey and insights into how NorthRock has redefined traditional wealth management by bridging the gap between conventional practices and the family office approach.
Key topics covered include:
- The development of NorthRock's "personal office experience" for clients
- Tailoring bespoke services for entrepreneurs, athletes, corporate executives, and multi-generational families
- Evolution of NorthRock's service model and the transition from financial advice to holistic advisory support
- Responding to client needs and pain points to expand service offerings
- The origins of NorthRock's unique approach to wealth management
- Responding to client needs: From investment management to comprehensive advisory services
- Integrating property and casualty services within the advisory framework
- Balancing external partnerships with internal capabilities to enhance client experiences
- The future of wealth management: Navigating complexity and expanding service offerings
- Strategies for advisors to evolve and remain relevant in a changing industry landscape
Join us as we explore the transformation of wealth management and uncover actionable strategies for advisors to navigate the evolving landscape. Tune in to gain insights, inspiration, and practical advice from industry leaders like Rob Nelson. Don't miss out on this enlightening episode of the Evolving Advisor podcast!
Connect with Jeffrey Concepcion:
Website: https://www.stratoswealthpartners.com
Contact: https://www.stratoswealthpartners.com/contact
Twitter: https://twitter.com/Stratos_Wealth
Facebook: https://www.facebook.com/stratoswealthpartners
LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/
29 min