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Masters in Business
Peter Mallouk on Making Financial Planning Easier
Jun 6, 2024
Peter Mallouk, CEO of Creative Planning LLC, discusses building a successful financial planning firm, challenges of digital money movement, growth through acquisitions, content creation, RIA industry complexity, minority ownership of Kansas City Royals, music influences, and promoting the podcast.
01:00:50
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Quick takeaways
- Creative Planning's growth stemmed from organic strategies and unique financial planning services.
- RIA industry dynamics are shaped by trends like private equity interest and industry consolidation.
Deep dives
Peter Maluch's Journey to Building Creative Planning into a Financial Powerhouse
Peter Maluch, the author of 'The Five Mistakes Every Investor Makes,' transformed Creative Planning from a small entity into one of the nation's largest RIAs handling over 300 billion dollars. His expertise lies in building firms organically and strategically exploring acquisitions.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode