Ep 166: How Organic Growth Begets More Growth: The Size Bonus Of Building A Local And National Advisor Brand with Peter Mallouk
Financial Advisor Success
00:00
The Future of Creative Planning
I think the industry is going to continue to consolidate. I want creative planning to be on the front lines of that, able to go into that strong and maybe even lead the way for how that looks. And then I think our other goal of doubling in size from here, we doubled the last three years, we doubled three years before that. It's very, very attainable. There's a little bit different ways we're going to get from where we are now to 100 than just what We've got a plan in place. When I get to 100, I'll come on here and tell you how we did it.
Transcript
Play full episode
