The Portfolio

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Peter Mallouk, CIO of Creative Planning, and Tony Robbins, the wealth management firm’s Chief of Investor Psychology.
Peter Mallouk, CIO of Creative Planning, and Tony Robbins, the wealth management firm’s Chief of Investor Psychology.
Tony Robbins Defends Fiduciary Standard, Role as Financial Educator at Creative Planning

Robbins and Creative Planning’s CIO Peter Mallouk define Robbins’ role as Chief of Investor Psychology; what it means for clients and advisors.