This chapter explores best practices for financial advisors, highlighting the importance of mentorship and aligning with successful role models. The discussion culminates in a tribute to a key figure in independent wealth management, punctuated by a fun moment involving a t-shirt cannon.
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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