3 Insights and 1 Warning from Peter Mallouk on Driving Growth Under Any Circumstances

Between Now and Success · Jul 13, 2020 · 58m

In March 2020, Covid-19 lockdowns were starting, businesses were scrambling, and the markets were in a state of shock.

Despite all that, Creative Planning, Inc. had one of its best months ever.

According to President and CEO Peter Mallouk, his firm brought in $500 million in net new assets. Instead of panicking and trying to get their money out of the markets, Peter says many of his clients were giving him more money to manage – and sending more referrals as well.

The seeds that Peter's firm planted many years ago led to his clients turning to the firm during a moment of unprecedented…