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Peter Mallouk-Tony Robbins partnership set to soar on new book but quid-pro-quo details of pact between $23-billion RIA and super-salesman are still murky

'Unshakeable' may drive $1 billion-plus in referrals to Creative Planning but just how much lands in Robbins' wallet is undisclosed

Author By Lisa Shidler March 1, 2017 at 10:59 PM
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Ajay Gupta, Peter Mallouk, Tony Robbins, Josh Robbins and Jennifer Connelly ring in 'Unshakeable' at Nasdaq

Mister Baloney

Mister Baloney

March 2, 2017 — 7:44 PM
I see how he does it with the insurance, they donate the commissions from products to charity, but the AUM fee kicked back to the insurance company from CP is not donated. That way they can say they don't take commissions. The idea that they would operate an insurance brokerage for free is absurd. Hope you caught that.
Johnson Ferbison

Johnson Ferbison

March 2, 2017 — 7:52 PM
I wonder why they won't come right out and say what they're paying the firewalker?
Jeff Spears

Jeff Spears

March 2, 2017 — 8:27 PM
Does size matter? Not as much today as it used to.
Grant Barger

Grant Barger

March 4, 2017 — 10:02 PM
I wonder what Susan Powter is up to these days??? The perfect storm to empower the female investor. "Stop the insanity... of crazy advisor fees!" Oh yes... it's gonna happen.
roger in wilmington

roger in wilmington

March 18, 2017 — 12:18 PM
i love tony robbins. i went to a firewalk in 1985, and it was an amazing spiritual experience. he is worth a half billion dollars today. he has seriously made the world a better place. but Unshakeable is a terrible book, just llke Money Monster. tony knows nothing about finance, health, or diet. he should stick to self awareness.

Related Moves

The new 'Tony Robbins' book debut coincides with Ajay Gupta revealing plan to retire, which leaves Creative Planning to keep the referral spoils with Robbins down to a 'with' credit on the cover

Peter Mallouk's and Robbins' book, 'The Path: Accelerating Your Journey to Financial Freedom,' was released this week through a new publisher and word got out that 50 year-old Gupta was departing with little explanation

October 16, 2020 at 7:49 PM

Goldman Sachs-Creative Planning deal is bleeding defectors -- 16 more last week, report says -- auguring a 'potential disaster,' analysts warn

Dozens of former 'United Capital' advisors are fleeing at once, but Peter Mallouk is still battling to keep them, and Goldman Sachs may play legal hardball, sources say.

October 4, 2023 at 2:16 AM

Famously and fiercely solo James Osborne somewhat sheepishly doubles headcount at Bason to two after the fatigue of saying 'no' wore on him

For seven years,RIA, flat-fee evangelist and blogger in Greenwood, Colo. doggedly stayed solo and got to $200 million but now he has McKenzie Ebbesen; and she shares his discomfort with 1% fees.

March 5, 2019 at 9:17 PM

Mentioned in this article:

Creative Planning
RIA Serving Other RIAs
Top Executive: Peter Mallouk, JD, MBA, CFP®

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