Peter Mallouk on Making Financial Planning Easier
Masters in Business
00:00
Building a Successful Financial Planning Firm from the Ground Up
The chapter dives into the guest's journey from an advisor to managing financial planning and investments for Creative Planning, growing the company organically from $34 million to $42 billion in 15 years. It emphasizes the importance of experience in gaining client trust, maintaining corporate culture while rapidly scaling up, hiring the right people, and making tough decisions promptly within the firm.
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