Season 1 Episode 335
Overview
After 18 years at Merrill, Neil Rubinstein and his team joined Rockefeller Global Family Office, finding a platform purpose-built for ultra-high-net-worth clients and redefining what “exclusive access” and extraordinary growth can look like for elite advisors.
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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.
Advisors often assume that staying at a wirehouse means access to the best products, the strongest brand, and the most “exclusive” opportunities. But what happens when you discover that “exclusive” can mean something very different – and far more powerful – outside the walls of a big firm?
That’s the story of Neil Rubinstein, an 18-year Merrill veteran who made the move to Rockefeller Global Family Office in 2019.
It was a decision driven by the realization that things were changing at Merrill. As Neil describes it, he and his team were spending more time checking mortgages and credit cards than they were managing their clients’ wealth potential.
Diamond Consultants had the privilege of helping guide Neil on his journey to identify what could be “better enough” to take on the hassle of moving a practice managing $600mm in assets. And while independence was intriguing, Rockefeller checked off many more boxes than Neil could have imagined.
Since then, Neil’s practice has more than doubled in both revenue and assets under management.
In this episode with host Mindy Diamond, Neil offers a perspective on life after Merrill, including:
Published on 1 month ago
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