October 1, 2020
From $30mm to $55B: The Strategic Vision Behind Creative Planning’s Extraordinary Growth
The Diamond Podcast for Financial AdvisorsAbout this episode
What’s driving the acquisition appetite of mega-RIAs? Peter Mallouk of $55B RIA Creative Planning has been driving inorganic growth like never before. He talks about his latest deals, his formula for growth, tips for buyer and sellers, and more.