How to Win at Marketing and Investing

Have you heard of the #1 independent wealth management firm in America (according to Barron’s), Creative Planning, Inc.?

Peter Mallouk, Founder and CEO of Creative Planning

Creative Planning is not just a unicorn in the wealth management world, it’s a rocket ship. Going from $100 million in asset management 15 years ago to $36 billion today.

That’s not a typo.

In fact, they are one of the most disruptive forces in the wealth management economy.

What’s their secret disruptive sauce? Most would say it’s pretty simple: transparency.

If you invest with them, their certified financial planners are always fiduciaries, which means they’re required by law to always act in your best interest. In addition, there are never any hidden fees or commissions — you just pay a flat fee to invest with them.

If you read my book, Fire Them Now: The 7 Lies Digital Marketers Sell…, Creative Planning’s Founder and CEO, Peter Mallouk’s interview is insightful and fascinating.

And how does Peter plan to keep disrupting his industry and take this billion dollar company to the next level?


Hey, when you are one of the honest brokers (bad pun) in your industry, might as well tell your story and expose all the liars — in an intelligent humorous way.

And here are two of the brilliant comparative ads they just launched:

Here is what you can learn from Peter and Creative Planning:

  1. There’s a Simple Formula to Winning: You will win at business and marketing if you are always strategic and transparent with your customers/clients.
  2. Comparative Ads Work: After being invested in 20+ years of comparative political advertising, it warms my heart to see businesses employing similar strategies. No potential client or investor is offended by this ad campaign–except the bottom-feeder investment companies and brokers!
  3. There’s More to Learn From Peter: Learn more about Peter’s vision by listening to this amazing podcast interview with Tim Ferriss or through reading one of his books, The 5 Mistakes Every Investor Makes and How to Avoid Them: Getting Investing Right and Unshakeable: Your Financial Freedom Playbook with Tony Robbins.


P.S. — Louis Grenier is fighting back against bad marketers. His podcast, Everyone Hates Marketers, speaks my language because Louis wants to educate business owners on “how to avoid deceptive marketers.” Check out our interesting chat on how to avoid the worst marketers in the world here.

P.P.S. — If you know of anyone that will enjoy these types of writings, have them subscribe at or just email me at and I’ll add them to the list.