--- title: "Financial Planning for Wealth Creators with Craig Robson" description: "Wealth creators understand that financial planning isn't solely about maximizing returns. It’s also about building a lasting legacy." url: https://www.milemarker.co/podcast/financial-planning-for-wealth-creators-with-craig-robson updated: 2024-09-17 --- [Now playing](https://www.milemarker.co/podcast) [Podcast**Next Mile**](https://www.milemarker.co/podcast) [Episodes](https://www.milemarker.co/podcast)[Guests](https://www.milemarker.co/podcast/guests) [YouTube](https://www.youtube.com/@milemarkerinc) [Apple](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) Episode 61 · Sep 17, 2024 · 47 min # Financial Planning for Wealth Creators with Craig Robson [**Craig Robson***Founding Principal, Regent Peak Wealth Advisors*](https://www.milemarker.co/podcast/guests/craig-robson) [Apple Podcasts ↗](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify ↗](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) ## About this episode Wealth creators understand that financial planning isn't solely about maximizing returns. It’s also about building a lasting legacy. By involving the next generation in family wealth discussions, advisors can help beneficiaries develop a solid financial understanding. This ensures a smoother wealth transfer and empowers future generations to manage their financial affairs effectively. In this episode, Kyle talks with Craig Robson, Founding Principal and Managing Director at Regent Peak Wealth Advisors. In his role, Craig sets the firm's overall vision and strategy. The creation of Regent Peak Wealth Advisors is a direct result of Craig's desire to provide all relationships with objective advice free from the conflicts of interest that might come from large institutions. Craig and Kyle break down what financial planning for wealth creators looks like. They discuss the importance of using a tech stack that best suits the firm's needs rather than the one-size-fits-all approach, the flexibility of being an independent advisor, and Craig’s unique approach to solving complex financial scenarios for wealth creators and their successors. In this episode: - \[01:24\] - Craig's hockey story - \[02:56\] - Craig's money moment - \[08:56\] - Why Craig left one of the world's largest wirehouses - \[15:06\] - Why Craig chooses to serve wealth creators - \[17:32\] - How Craig's consulting experience has helped him to grow his company - \[22:01\] - Craig's thoughts on being a fiduciary - \[26:54\] - Why Craig is passionate about helping the next generation of investors - \[31:28\] - How Craig succeeds in managing generational wealth - \[36:21\] - Craig's strategy for growing organically - \[42:21\] - Craig's Milemarker Minute **Key Takeaways** - Choosing technology solutions that best fit the firm's needs, rather than being restricted by a one-size-fits-all approach, differentiates independent advisors from those tied to larger firms. - Involving the next generation in family wealth discussions ensures a smooth and sustainable wealth transfer and can guard against common pitfalls. - A successful financial advisory practice goes beyond asset management, incorporating life coaching and consulting services to provide holistic support to clients. **Quotes** \[11:42\] - "If you're going to take the professional risk to start your own business, don't forget why you did it." ~ [Craig Robson](https://www.linkedin.com/in/craig-robson-cfp%C2%AE-cima%C2%AE-cdfa%C2%AE-aa670552/) \[16:14\] - "As I started to have deeper, broader conversations with clients about what was most important to them and what they wanted to accomplish in their lifetime, I realized that the more complex one situation is, the more we can help them." ~ [Craig Robson](https://www.linkedin.com/in/craig-robson-cfp%C2%AE-cima%C2%AE-cdfa%C2%AE-aa670552/) \[23:55\] - "In our industry, it's an art and a science. The science is the actual plan itself. The art is communicating it and deciding the prioritization of what you want to follow through on." ~ [Craig Robson](https://www.linkedin.com/in/craig-robson-cfp%C2%AE-cima%C2%AE-cdfa%C2%AE-aa670552/) **Links** - [Craig Robson on LinkedIn](https://www.linkedin.com/in/craig-robson-cfp%C2%AE-cima%C2%AE-cdfa%C2%AE-aa670552/) - [Regent Peak Wealth Advisors](https://regentpeakwealth.com/) - [FP Alpha](https://fpalpha.com/) - [Merrill Lynch](https://www.ml.com/) - [HubSpot](https://www.hubspot.com/) - [Salesforce](https://www.salesforce.com/ap/) - [Morgan Stanley](https://www.morganstanley.com/) - [Connor McDavid](https://www.instagram.com/mcdavid97) - [Outliers](https://www.amazon.com/Outliers-Story-Success-Malcolm-Gladwell/dp/0316017930) **Connect with our hosts** - [Milemarker.co](https://www.milemarker.co/) - [Kyle on LinkedIn](https://www.linkedin.com/in/kylevanpelt/) - [Jud on LinkedIn](https://www.linkedin.com/in/judmackrill/) **Subscribe and stay in touch** - [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257) - [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) - [YouTube](https://www.youtube.com/@milemarkerinc) ## **Produce game-changing content with Turncast** Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at [Turncast.com](https://www.turncast.com/). ## The write-up [Listen to this week’s episode](https://open.spotify.com/episode/5P7upiVTJG223E8qYtF8bw?si=f3249e8f545a407d) ## Episode 061 On this week’s episode of Next Mile, I talk with [Craig Robson](https://www.linkedin.com/in/craig-robson-cfp%C2%AE-cima%C2%AE-cdfa%C2%AE-aa670552/), Founding Principal and Managing Director at [Regent Peak Wealth Advisors](https://regentpeakwealth.com/). Wealth creators understand that financial planning isn’t solely about maximizing returns. It’s also about building a lasting legacy. By involving the next generation in family wealth discussions, advisors can help beneficiaries develop a solid financial understanding. This ensures a smoother wealth transfer and empowers future generations to manage their financial affairs effectively. We break down what financial planning for wealth creators looks like. Discuss the importance of using a tech stack that best suits the firm’s needs rather than the one-size-fits-all approach, the flexibility of being an independent advisor, and Craig’s unique approach to solving complex financial scenarios for wealth creators and their successors. #### **Key Takeaways** Choosing technology solutions that best fit the firm’s needs, rather than being restricted by a one-size-fits-all approach, differentiates independent advisors from those tied to larger firms. Involving the next generation in family wealth discussions ensures a smooth and sustainable wealth transfer and can guard against common pitfalls. A successful financial advisory practice goes beyond asset management, incorporating life coaching and consulting services to provide holistic support to clients. #### **Quotes** \[11:42\] - “If you’re going to take the professional risk to start your own business, don’t forget why you did it.” ~ [Craig Robson](https://www.linkedin.com/in/craig-robson-cfp%C2%AE-cima%C2%AE-cdfa%C2%AE-aa670552/) \[16:14\] - “As I started to have deeper, broader conversations with clients about what was most important to them and what they wanted to accomplish in their lifetime, I realized that the more complex one situation is, the more we can help them.” ~ [Craig Robson](https://www.linkedin.com/in/craig-robson-cfp%C2%AE-cima%C2%AE-cdfa%C2%AE-aa670552/) \[23:55\] - “In our industry, it’s an art and a science. The science is the actual plan itself. The art is communicating it and deciding the prioritization of what you want to follow through on.” ~ [Craig Robson](https://www.linkedin.com/in/craig-robson-cfp%C2%AE-cima%C2%AE-cdfa%C2%AE-aa670552/) #### **Links** [Craig Robson on LinkedIn](https://www.linkedin.com/in/craig-robson-cfp%C2%AE-cima%C2%AE-cdfa%C2%AE-aa670552/) [Regent Peak Wealth Advisors](https://regentpeakwealth.com/) [FP Alpha](https://fpalpha.com/) [Merrill Lynch](https://www.ml.com/) [HubSpot](https://www.hubspot.com/) [Salesforce](https://www.salesforce.com/ap/) [Morgan Stanley](https://www.morganstanley.com/) [Connor McDavid](https://www.instagram.com/mcdavid97) [Outliers](https://www.amazon.com/Outliers-Story-Success-Malcolm-Gladwell/dp/0316017930) #### **Connect with our hosts** [Milemarker.co](https://www.milemarker.co/) [Kyle on LinkedIn](https://www.linkedin.com/in/kylevanpelt/) [Jud on LinkedIn](https://www.linkedin.com/in/judmackrill/) #### **Subscribe and stay in touch** [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257) [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) [YouTube](https://youtu.be/UEDAPdn181M) **Please don’t forget to Download, Like, and Subscribe.** If you’d like to schedule a time to talk with me about anything we cover on our podcast or [Milemarker](https://www.milemarker.co/), [click here for 15 minutes](https://meetings.hubspot.com/kyle-van-pelt). Kyle Van Pelt [**Craig Robson***Founding Principal, Regent Peak Wealth Advisors*](https://www.milemarker.co/podcast/guests/craig-robson) Next Mile Conversations with the people building the next era of wealth management, hosted by Kyle Van Pelt. New episodes every Tuesday. [Get the newsletter →](https://www.milemarker.co/resources/newsletter) [Talk to Milemarker →](https://www.milemarker.co/contact) ## Keep listening Ep. 170 · Nov 10, 2026 · 27 min ### [Building a Boutique at Scale with Leah Sciabarrasi](https://www.milemarker.co/podcast/building-a-boutique-at-scale-with-leah-sciabarrasi) Leah Sciabarrasi, Crestwood Advisors Ep. 157 · Aug 11, 2026 · 27 min ### [The Power of Radical Hospitality in Financial Advice with Libby Buckley](https://www.milemarker.co/podcast/the-power-of-radical-hospitality-in-financial-advice-with-libby-buckley) Libby Buckley, Parable Wealth Partners Ep. 124 · Dec 23, 2025 · 32 min ### [What It Takes to Build the Next Generation of Talent](https://www.milemarker.co/podcast/what-it-takes-to-build-the-next-generation-of-talent)