From $30mm to $55B: The Strategic Vision Behind Creative Planning’s Extraordinary Growth

from The Diamond Podcast for Financial Advisors

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.

Episode metadata supplied by the publisher feed · Published Oct 1, 2020

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From $30mm to $55B: The Strategic Vision Behind Creative Planning’s Extraordinary Growth

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This episode was published on October 1, 2020.

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