Uploaded December 2024 | Updated September 2026, 2 weeks ago
Join Josh and Michael for an in-depth interview with Peter Mallouk, President & CEO of Creative Planning, one of the largest and most successful RIA firms in the country. Discover the strategies behind Creative Planning’s extraordinary growth, both organic and through M&A, and learn about Peter’s approach to balancing aggressive expansion with superior client service. Gain insights into his leadership style, current industry trends, and his predictions for the future of wealth management.
Join Josh and Michael for an in-depth interview with Peter Mallouk, President & CEO of Creative Planning, one of the largest and most successful RIA firms in the country. Discover the strategies behind Creative Planning’s extraordinary growth, both organic and through M&A, and learn about Peter’s approach to balancing aggressive expansion with superior client service. Gain insights into his leadership style, current industry trends, and his predictions for the future of wealth management.
