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Top Challenges Facing Financial Advisors Today
"I treat Rob as my chairman of the board…for me as the CEO and lead advisor of an RIA it's good to have a seasoned veteran constantly challenge thinking and the ideas that I’m exploring. We've had a ton of success."
Legacy Financial Strategies
"You tell Rob where you want your business to go or what you’re trying to do that’s different, and he will have knowledge of past experiences with somebody else, that he’ll be able to tell you what works and what doesn't work. His system and ideas save us time and keeps us on track."
Reghetti & Associates
"Rob is very, very knowledgeable about the industry. And I have a little joke I’ve had lately with Rob it’s like, “You’re right again." I’ll argue with him as I think something through, and he’ll gently come back and say, do this, do this. Keeping our business on track. Rob is a big part of our success."