23rd June 2024

This week, we converse with Peter Mallouk, president and CEO of Artistic 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 number of million in property to over $300 billion over the past 20 years. The expansion was natural till 2019 after they first began doing acquisitions.

Artistic begins with funding administration and monetary planning, but in addition brings a holistic strategy to cowl all the things a shopper may want. That features all the things from Belief & Property Planning, Lengthy Time period Incapacity Insurance coverage, 401ok administration, Tax planning, Invoice Pay, and M&A consulting.

A listing of his authored books is right here; A transcript of our dialog is out there right here Tuesday.

You’ll be able to 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.

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 Laborious 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 Artistic Individuals in Enterprise. She is now the CEO of Meals 52.

Peter Mallouk’s Authored Books

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