Have you heard of the #1 independent wealth management firm in America (according to Barron’s), Creative Planning, Inc.?
Creative Planning is not just a unicorn in the wealth management world, it’s a rocket ship. Going from $100 million in asset management 15 years ago to $36 billion today.
That’s not a typo.
In fact, they are one of the most disruptive forces in the wealth management economy.
What’s their secret disruptive sauce? Most would say it’s pretty simple: transparency.
If you invest with them, their certified financial planners are always fiduciaries, which means they’re required by law to always act in your best interest. In addition, there are never any hidden fees or commissions — you just pay a flat fee to invest with them.
If you read my book, Fire Them Now: The 7 Lies Digital Marketers Sell…, Creative Planning’s Founder and CEO, Peter Mallouk’s interview is insightful and fascinating.
And how does Peter plan to keep disrupting his industry and take this billion dollar company to the next level?