When You Need a Financial Advisor and How Find the Right One with Peter Mallouk (CEO of Creative Planning)
Money Rehab with Nicole Lapin
Do you need help making a strategy to meet your financial goals? You don’t have to do it alone— that’s what a wealth advisor is for. Today, Nicole is joined once again by Peter Mallouk, CEO of the award-winning wealth management and investment advisory firm Creative Planning. Peter unpacks all the common questions about finding a financial advisor— from the small details like what to bring to your first appointment; to the big ones like how to find the right financial advisor for your goals.
If you’re ready to take the next step toward your financial goals, set-up a free 15-minute consultation with Creative Planning at creativeplanning.com/nicole
Raw Description
<p>Do you need help making a strategy to meet your financial goals? You don’t have to do it alone— that’s what a wealth advisor is for. Today, Nicole is joined once again by Peter Mallouk, CEO of the award-winning wealth management and investment advisory firm Creative Planning. Peter unpacks all the common questions about finding a financial advisor— from the small details like what to bring to your first appointment; to the big ones like how to find the right financial advisor for your goals. </p><p>If you’re ready to take the next step toward your financial goals, set-up a free 15-minute consultation with Creative Planning at <a href="http://creativeplanning.com/nicole">creativeplanning.com/nicole</a> </p>
Show Notes
Do you need help making a strategy to meet your financial goals? You don’t have to do it alone— that’s what a wealth advisor is for. Today, Nicole is joined once again by Peter Mallouk, CEO of the award-winning wealth management and investment advisory firm Creative Planning. Peter unpacks all the common questions about finding a financial advisor— from the small details like what to bring to your first appointment; to the big ones like how to find the right financial advisor for your goals.
If you’re ready to take the next step toward your financial goals, set-up a free 15-minute consultation with Creative Planning at creativeplanning.com/nicole
Raw Description
<p>Do you need help making a strategy to meet your financial goals? You don’t have to do it alone— that’s what a wealth advisor is for. Today, Nicole is joined once again by Peter Mallouk, CEO of the award-winning wealth management and investment advisory firm Creative Planning. Peter unpacks all the common questions about finding a financial advisor— from the small details like what to bring to your first appointment; to the big ones like how to find the right financial advisor for your goals. </p><p>If you’re ready to take the next step toward your financial goals, set-up a free 15-minute consultation with Creative Planning at <a href="http://creativeplanning.com/nicole">creativeplanning.com/nicole</a> </p>