Remove 2004 Remove Communication Remove Financial Consultant
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Transcript: Peter Mallouk, Creative Planning

The Big Picture

What led you to acquire the company in 2004? They still got their website, they still got their financial consultant in the branch. And so I am very focused on who these people are, what is their attitude, how do they communicate and all of those things. That was back in 1983. Peter Mallouk : I was.

Planning 162