Craig Robson

Founder of Regent Peak

Wealth Advisors

Regent Peak’s Craig Robson on the Contrarian Strategy that Led to Rapid Organic Growth

David asks Craig about his extraordinary transition from a 25-year career at Merrill Lynch to launching an independent practice.

Modern Wealth's Mike Capelle on Lessons Learned at United Capital, Goldman Sachs

Listen in as David chats with Mike on how Modern Wealth Management is shaking up the financial planning game for everyday millionaires and the mass affluent.

Mike Capelle

Co-Founder and Co-CEO at Modern Wealth Management

Brent Brodeski

Savant CEO and Founder

Brent Brodeski on the Strategy Behind Savant's Rapid Growth

David discusses with Brent the keys to long-term success, including attracting top talent and adapting to evolving client expectations, and also what many firms get wrong about “growth.”

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