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Creative Planning

Mentioned in 1 analyzed podcast episode across 1 show

Mentioned On

Financial Advisor Success

Episode Mentions

Financial Advisor Success

Financial Advisor Success · Apr 21, 2026

Ep 486: Lessons Learned from How Mega-RIAs Are Scaling Their People to Support Growth with Lisa Crafford

“Referenced as example of mega-RIA pursuing aggressive growth targets (mentioned Peter Malouk's firm)”

Scaling advisory firms to $100M+ revenueChief Human Resources Officer (CHRO) hiring and outsourced HR solutionsEquity compensation and long-term incentive plans for employee retention