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This week, we converse with Peter Mallouk, president and CEO of Artistic Planning, which supplies wealth-management and investment-advisory providers. He’s the creator of a number of books, together with The 5 Errors Each Investor Makes and Cash, Simplified. Mallouk is the co-host of the podcast Down the Center.
He explains how he grew the agency from a couple of million in belongings to over $300 billion over the past 20 years. The expansion was natural till 2019 once they first began doing acquisitions.
Artistic begins with funding administration and monetary planning, but in addition brings a holistic method to cowl all the pieces a shopper may want. That features all the pieces from Belief & Property Planning, Lengthy Time period Incapacity Insurance coverage, 401k administration, Tax planning, Invoice Pay, and M&A consulting.
An inventory of his authored books is right here; A transcript of our dialog is obtainable right here Tuesday.
You possibly can stream and obtain our full dialog, together with any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts in your favourite pod hosts could be discovered right here.
Be sure you take a look at our Masters in Enterprise subsequent week with Erika Ayers Badan, former CEO of Barstool Sports activities, creator of No person Cares About Your Profession: Why Failure Is Good, the Nice Ones Play Harm, and Different Laborious Truths. She joined Barstool in 2016, and remodeled it from a regional weblog to a nationwide powerhouse, rising income 5,000%. She has been named to Forbes, Crain’s and Adweek’s Most Highly effective Ladies in Sports activities listing, and Quick Firm’s Most Artistic Folks in Enterprise. She is now the CEO of Meals 52.
Peter Mallouk’s Authored Books
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