This chapter explores the shift towards proactive marketing and the establishment of an internal team dedicated to public relations in a wealth management firm. It emphasizes the significance of storytelling and brand management, as well as the strategic decisions behind utilizing television advertising. The discussion also touches on the importance of hiring practices, team dynamics, and cultural compatibility during firm acquisitions to ensure long-term success.
On episode 158 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Mallouk, President and CEO of Creative Planning. This episode was recorded in front of a live audience at Future Proof on 9/17/24.
This episode is sponsored by Kraneshares. China Last Night powered by KraneShares is a daily note produced by the KraneShares research team led by Chief Investment Officer Brendan Ahern. Check it out at: https://chinalastnight.com/
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