2009, Financial Consultant and Wealth Management

Transcript: Peter Mallouk, Creative Planning

The Big Picture

JUNE 11, 2024

You know, whether a creative, whether you’re a CPA or an attorney, or a planner or a wealth manager, whatever, you’re sitting across the table from somebody. You, you have to have that kind of consultative nature about you, or you’re not gonna be successful, certainly not be able to do right.

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Should you cancel your CFP designation?

Sara Grillo

SEPTEMBER 12, 2022

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. Robert Wright, CFP® serves as a Financial Consultant with over 10 years of experience in the financial planning and services industry.

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Transcript: Peter Mallouk, Creative Planning

Should you cancel your CFP designation?

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