This week, we converse with Peter Mallouk, president and CEO of Inventive Planning, which gives wealth-management and investment-advisory companies. He’s the writer 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 property to over $300 billion during the last 20 years. The expansion was natural till 2019 once they first began doing acquisitions.
Inventive begins with funding administration and monetary planning, but in addition brings a holistic method to cowl every part a shopper may want. That features every part 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 accessible right here Tuesday.
You may 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 may be discovered right here.
Make sure you take a look at our Masters in Enterprise subsequent week with Erika Ayers Badan, former CEO of Barstool Sports activities, writer of No person Cares About Your Profession: Why Failure Is Good, the Nice Ones Play Harm, and Different Onerous Truths. She joined Barstool in 2016, and reworked 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 Girls in Sports activities checklist, and Quick Firm’s Most Inventive Folks in Enterprise. She is now the CEO of Meals 52.
Peter Mallouk’s Authored Books
