Tony Robbins sits down with his co-author Peter Mallouk in a candid, “pull back the curtain” interview that is a must watch for those in pursuit of financial security. Peter is the only man in history to be ranked the #1 Financial Advisor in America by Barron’s for 3 consecutive years (2014-2016) and he also ilisted in WORTH Magazine’s Power 100 in 2018.*
In this short interview you will learn…
How to know if your advisor is legally required to put your interests first (hint: most aren’t)
How to know if you are overpaying for under performance
How to know if you are being sold a firm’s more profitable products
Peter’s firm, Creative Planning, services clients in all 50 states and has been ranked twice by CNBC at the #1 Wealth Management Firm in the US. Creative Planning has generously offered a COMPLIMENTARY SECOND OPINION for anyone with 50K or more in investable assets.
*Legal Disclosure: The complimentary second opinion is provided by Creative Planning, an SEC registered investment advisor with clients in all 50 states. Tony Robbins is the Chief of Investor Psychology at Creative Planning, Inc., an SEC Registered Investment Advisor (RIA) with wealth managers serving all 50 states. Mr. Robbins receives compensation for serving in this capacity based on increased business derived by Creative Planning from his services.
Accordingly, Mr. Robbins has a financial incentive to refer investors to Creative Planning. For important information about rankings please visit here.
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