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The Learning Leader Show With Ryan Hawk

As Kobe Bryant once said, “There is power in understanding the journey of others to help create your own.” That’s why the Learning Leader Show exists—to get together and understand the journeys of successful leaders, so that we can better understand our own. This show is full of stories told by world-class leaders. Personal stories of successes, failures, and lessons learned along the way. Our guests come from diverse backgrounds—some are best-selling authors, others are genius entrepreneurs, and one even made a million dollars wearing t-shirts for a year. My role in this endeavor is to talk to the smartest, most creative, always-learning leaders in the world so that we can learn from them as we each create our own journeys.
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Apr 23, 2017

Episode 201: Peter Mallouk - #1 Financial Advisor In America: Tony Robbins Business Partner

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The Learning Leader Show

"I was not the greatest student, but I loved learning." - Peter Mallouk on why he earned 4 undergrad degrees, an MBA, a JD, and a CFP

In This Episode, You Will Learn:

  • Common themes of leaders who sustain excellence:
    • Realize there is a recipe: Like baking a cake
    • Bring incremental value
    • Energy
    • Discipline to do it over and over and over
  • Why start his business?  Was uncomfortable just doing Estate planning and working with unethical people
  • Key to success
    • Great early hires helped propel Creative Planning
  • Time management tips
    • Focuses on doing what he enjoys most - Spending time with clients and employees, not pointless meetings
  • "My #1 job is to be the best option for our clients as an advisor.  I spend 99% of my time with clients and employees."
  • "I loathe meetings and seminars"
  • Key to all of the awards?
    • "Money follows value" -- In 2008/2009, people started looking for another financial advisor
  • "We are very good at taking someone good and help make them great"
  • Interview process:
    • They receive over 100 job applications per week
    • Resume screen all
    • Pick the 5 best and do a phone screen
    • Bring the best of those 100 (1 person typically) for an in person interview
    • Meet with 6 different people
    • Within the first 30 days, it still feels like an interview "We throw the ball and they better catch it, it's hard."
    • Qualities needed:
      • Education
      • Ability to be detail oriented
      • Great communicator
      • Must be task oriented ("We can't make them be this, they need to have it")
      • Make sure they can meet the clients needs
  • How the Tony Robbins relationship started -- Peter informed Tony that he didn't fully understand what he was talking about (in regards to money)
  • "Tony got pissed off and wrote Money: Master The Game..."
  • What to look for in a business?
    • "Find something that is idiot proof because at some point an idiot will be running the company"
  • The keys to look for in a financial advisor
    • Independent - Gets paid the same on every investment no matter what
  • What response has Peter received from other financial advisors?
    • "It has been negative.  I'm okay if they don't like me.  I'm competing against them, I don't expect us to all get along."

Continue Learning:

You may also like these episodes:

Episode 078: Kat Cole – From Hooters Waitress To President of Cinnabon

Episode 071: Nate Boyer - Green Beret, Texas Football, The NFL

Episode 179: How To Sustain Excellence - The Best Answers From 178 Questions

Episode 107: Simon Sinek – Leadership: It Starts With Why

Did you enjoy the podcast?

If you enjoyed hearing Peter Mallouk on the show, please don’t hesitate to send me a note on Twitter or email me.

Episode edited by the great J Scott Donnell

The Learning Leader Show is supported by Rhone.  Use the code "Hawk" for 15% off.  Rhone... premium activewear engineered with principle, performance and progress for the modern man.  Rhone builds clothing around 3 main tenants: Cutting-edge Performance, Premium Comfort, and Simplistic Style.

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