The Compound and Friends: Live from Future Proof with Peter Mallouk

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On today’s show, we discuss:

  • Creative Planning AUM growth

  • The cost of running an advisory business

  • Adding value-add services to an advisory practice

  • Private equity within the RIA space

  • How Creative Planning tracks advisor performance

  • Thinking about tax teams within an RIA

  • What should a young advisor do in today’s wealth management market

Charts:

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