, Columnist
An Educated Investor Is an Adviser’s Best Customer
Creative Planning’s chief says that preparing clients for market ups and downs is why the firm grew during the financial crisis.
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How do you take a little-known money management firm in the suburbs of Kansas City, Missouri, with $150 million in assets and build it into a $45 billion powerhouse? To find out, Masters in Business sat down with Peter Mallouk, chief executive officer of Creative Planning Inc. and the author of “The 5 Mistakes Every Investor Makes and How to Avoid Them.”