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The Compound and Friends
Live from Future Proof with Peter Mallouk
Sep 20, 2024
Join Peter Mallouk, President and CEO of Creative Planning, as he shares insights from his successful career in wealth management. He discusses the impressive growth of his firm and the importance of delivering value to clients in a competitive market. Mallouk examines the concentration of mega RIAs, evolving client expectations, and the innovative integration of legal and financial services. He also reflects on how marketing has transformed post-pandemic, emphasizing personal storytelling and strategic partnerships for brand recognition.
37:52
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Quick takeaways
- Peter Mallouk highlights the significance of building strong client relationships for long-term success in wealth management through referrals and trust.
- Brendan Ahern's 'China Last Night' serves as a crucial resource, providing timely insights on Asian markets and global trading factors for investors.
Deep dives
The Significance of Media and Information Sources
Brendan Ahern's nightly email blast, 'China Last Night', serves as an essential information source for investors, offering timely insights on Asian markets. Ahern's coverage includes a range of topics such as Chinese ADRs, currency fluctuations, political developments, and trade relations with the US. Through his succinct summaries, he provides both the latest headlines and the necessary context behind them, allowing investors to stay informed about factors that may impact trading decisions the following day. This level of comprehensive analysis is particularly beneficial for those navigating the complexities of global markets.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode