Rob Ziliak, CFP®

Commander
DISC Type : D

Chief Integration Officer at Focus Partners Wealth

Hilton Head Island, South Carolina, United States

Overview

Rob Ziliak serves as the Chief Integration Officer at Focus Partners, responsible for guiding advisory teams onto the firms unified platform. With over 30 years in financial services, he specializes in ensuring consistency across the firms operating model and value proposition, particularly following mergers and acquisitions.

Originally from the Indianapolis area, Rob and his family now live in Hilton Head Island, South Carolina. He maintains an active lifestyle and is involved in his community, having previously served on the finance and parish councils for his church and volunteered for pro bono financial planning sessions.

Unique fact: Prior to his current role, Rob was a member of the Board of Directors for Buckingham Wealth Partners before its merger into Focus Partners Wealth.

Personality Overview

Very Quick

Risk-Taker

Impact-Driven

They are not always relationship oriented.  They take a lot of pride in personal achievements. More than the product, they care about the impact of the product.

Topics They Care About

Wealth Platform Integration
His primary role involves leading the firm's service integration departments to onboard advisory teams onto a unified platform and infrastructure.
Client/Advisor Experience
He has held multiple C-suite roles, including Chief Experience Officer, focused on strategically designing and implementing the end-to-end client and advisor journey.
M&A Strategy
His career includes leading firms through mergers, serving on the board of a predecessor firm, and managing the post-acquisition integration process.

Media Appearances

Rob has no verified media appearances

Work History

7-2025
Chief Integration Officer at Focus Partners Wealth
6-2024 - 7-2025
Chief Experience Officer at Focus Partners Wealth
6-2024 - 7-2025
Chief Experience Officer at Focus Partners Advisor Solutions
1-2024 - 6-2024
Chief Solutions Officer at Buckingham Wealth Partners
1-2022 - 6-2024
Member, Board Of Directors at Buckingham Wealth Partners

Education

Master of Science from College for Financial Planning
CFP Certification Professional Education Program from College for Financial Planning

More Information

Social Presence :

Prographics :

Exp : 31 Location : Hilton Head Island, South Carolina, United States Job Level : Leadership Designation : Chief Integration Officer at Focus Partners Wealth
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Insights For Selling To Rob

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending time doing small talk
  • Be respectful but crisp
  • Speak about competitive differentiation that your product offers

DONT's

  • Avoid being a storyteller and don’t try to oversell
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rob is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Rob

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Rob move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Rob take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Rob

Personality Compatibility


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