AuthorRyan Hawk

Episode 201: Peter Mallouk – #1 Financial Advisor In America: Creative Planning

Episode 201: Peter Mallouk – #1 Financial Advisor In America: Creative Planning

Peter Mallouk is the President and Chief Investment Officer of Creative Planning and affiliated companies.  Peter’s companies provide comprehensive wealth management services to its clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax, and estate planning services.

Creative Planning provides wealth management services to high net worth clients, manages over $20 billion for clients in all 50 states and abroad, and has been featured twice as the #1 Wealth Management Firm in America by CNBC (2014 and 2015).  Peter also co-wrote (with Tony Robbins) the #1 Best-Seller Unshakeable: Your Financial Freedom Playbook.

Peter is featured in every eligible listing of Barron’s as one of the ‘Top 100 Independent Financial Advisors in America,’ and is the only advisor to have ever been featured at #1 for three consecutive years (2013-2015).  In every ranking since 2005, Peter is featured on Robb Report Worth Magazine’s list of the ‘Top 100 Financial Advisors’ in America (2007).  Peter is featured in Boomer Advisor as the ‘#1 Advisor in America for Baby Boomers’ (2008).  Creative Planning was featured in Forbes as one of the ‘Top 50 Financial Advisory Firms in America’ (2013), and Financial Times’ ‘Top RIA List’ (2015).  Creative Planning is also featured in Ingram’s magazines’ issues on ‘Best Places to Work’ and ‘Most Charitable Organizations.’

Episode 201: Peter Mallouk – #1 Financial Advisor In America: Creative Planning

Subscribe on iTunes  or Stitcher Radio

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 “Hawkfor 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.

CONTINUE

Episode 200: AJ Hawk & Keith Hawk – Showing Up, Doing The Work, Earning Trust, Helping Others, Winning The Super Bowl, Celebrating #200

Episode 200: AJ Hawk & Keith Hawk – Showing Up, Doing The Work, Earning Trust, Helping Others, Winning The Super Bowl, Celebrating #200

AJ Hawk  played 11 seasons in the National Football League. He was drafted by the Green Bay Packers fifth overall in the 2006 NFL Draft and he would later be voted a team captain by his teammates and win Super Bowl XLV with the team over the Pittsburgh Steelers.  In that same season he was selected to play in the Pro Bowl. He was also a member of the Cincinnati Bengals and Atlanta Falcons. He played college football at Ohio State, where he earned All-American honors twice and won the Lombardi Award as a senior.

Keith Hawk is a best-selling author, inspirational key-note speaker, and has led 950+(people) sales organizations for Fortune 500 companies over the course of his career. He is the model of sustained excellence.  To get a feel for his mindset towards doing the work and “showing up,” he said, “Our family has always believed in hard work, and things don’t just happen. You have to make them happen.”

For those who prefer to watch what it looks like when we record a podcast, you can do that for this one on YouTube.

Episode 200: AJ Hawk & Keith Hawk – Showing Up, Doing The Work, Earning Trust, Helping Others, Winning The Super Bowl, Celebrating #200

Subscribe on iTunes  or Stitcher Radio

The Learning Leader Show

“I’ve always been obsessed with being accountable to the people around me.  I have to be there for them.”

In This Episode, You Will Learn:

  • Common themes of great coaches/leaders:
    • A vividly clear picture of what success looks like
    • Mission/Vision — Habits built
    • Give coaching feedback
    • Look to help them “My success can only follow the success of others”
    • Show up — Be there
    • (AJ) They are authentic
    • Clearly communicate — Jim Tressel was great at this, never had to yell
  • Bad bosses/coaches:
    • When they don’t know what to do, they just yell
    • They lose the principle that their job is to help people
    • They only focus on numbers and not their people
  • Being retired
    • “It doesn’t mean what it used to”
    • “I now have the freedom to work on only what I want to…”
    • “I like not being on someone else’s schedule”
  • Key to quickly earning respect from peers?
    • “Be seen, not heard.”
    • “Be accountable to your peers/teammates. Always show up, be consistent.”
  • Must find a way to do the important “people” things and not just get caught up in the day to day tasks
  • What do you miss?
    • All of the people used to see daily
  • Micro-Coaching
    • The act of coaching others on the small details that lead to sustained excellence. The importance of doing this on a regular basis. Make it a habit
  • Thoughts as a parent
    • “My job to take you to the door, but it’s up to you to go through it and thrive.”
    • “You need to compete as much as possible… That creates adversity, which is healthy for a kid.”
    • (AJ) “I almost feel like we have to create adversity… We don’t want our kids to be spoiled.”
  • (To AJ) How will you handle it when your daughter Googles you and sees that you signed a 36 million dollar contract?
  • Creating appreciation for your kids — Making them earn what they get
    • Recommend your kids spend time around those are who less fortunate so they know how lucky they are
  • What do you hope others say about you?
    • (Keith) – “That I helped them.”  “My success can only follow the success of others.”  “That I was full of integrity, honest, trustworthy.”
    • (AJ) – “Accountable to others, that I was a guy who made other people feel good.  That they never had to question me and whether I would be where I was supposed to be.  That I showed up.”
  • When people say “Man, it must be sad that AJ is done with football!” — Not the case at all.  So grateful that it happened.
    • “Don’t cry because it’s over.  Smile because it happened.”

“Always be there.  Show up. Don’t delegate important tasks, be there.  Don’t say no if you can say yes.  You have to earn trust.”

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 AJ Hawk and Keith Hawk 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 “Hawkfor 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.

CONTINUE

Episode 199: John Kralik – The Power of Gratitude (A Simple Act of Gratitude)

Episode 199: John Kralik – The Power of Gratitude (A Simple Act of Gratitude)

John Kralik is the best-selling author of A Simple Act of Gratitude: How Learning To Say Thank You Changed My Life.  I was gift this book by my friend, Omaid Homayun, after I was a guest on his podcast (which we also released on The Learning Leader Show as episode #150).  It was a life changing book.  Gratitude can be a powerful force.  It made this conversation even more special.  I appreciate John’s thoughtful approach to his life… You’ll also noticed that John unabashedly tells the truth (both the highs and the lows).  It was refreshing.

During a desperate walk in the hills of Los Angeles, John was struck by the belief that his life might become at least tolerable if, instead of focusing on what he didn’t have, he could find some way to be grateful for what he had.  Inspired by a beautiful, simple note his ex-girlfriend had sent to thank him for his Christmas gift, John imagined that he might find a way to feel grateful by writing thank-you notes.  To keep himself going, he set a goal of writing 365 thank you notes in the coming year… We discuss how his life changed following this exercise.

John Kralik attended college and law school at the University of Michigan. He practiced law in Los Angeles for 30 years and was a partner in the law firms of Hughes Hubbard & Reed, Miller Tokuyama, Kralik & Sur and Kralik & Jacobs. In September 2009, he was appointed a Judge of the Los Angeles Superior Court.  (Photo from LegalNews.com)

Episode 199: John Kralik – The Power of Gratitude (A Simple Act of Gratitude)

Subscribe on iTunes  or Stitcher Radio

The Learning Leader Show

“Until you are grateful for what you have, you won’t get what you want.”

In This Episode, You Will Learn:

  • Common themes of leaders who sustain excellence:
    • Being grateful for what you have will lead to continued excellence
  • How his second divorce impacted him: “The second time around, it’s your fault”
  • The power of writing thank you notes — Learned from his grandfather
  • “Until you are grateful for what you have, you won’t get what you want.”
  • Writing one thank you note per day for one year
  • “When you’re negative, you’re angry.”
  • His thank you note to his son prompted his son to take him out to lunch… What happened next? Life changing
  • “He took out an envelope and paid me back $4,000 that he owed me.” –
  • Writing all of your employees thank you notes: Why you should do this but most don’t
  • “Instead of being mad about my bad clients, I started thanking my good ones.” — The impact this had on John’s business was immense
  • “It turns out the one thing I had to be grateful for was my 8 year old daughter.” — “She loved this awful little apartment we lived in”
  • “There are so many things to be grateful for”
  • “When things don’t go well, stay positive, stay grateful… Good things WILL happen”
  • How to shift a negative mindset? — Use a pen, write it out. Write thank you notes.  Use gratitude journals.  Trying to find out the person’s address without asking them is part of the fun and the surprise.
  • John has written over 1,100 thank you notes since starting this process
  • Focus on the people supporting you everyday.  Say thank you
  • How to write a great thank you note? — John describes:
    • 4 Sentences
    • Always start with “thank you”
    • Recognize the gift (or whatever they’ve done that’s created your gratitude)
    • Write one true sentence — Why you’re grateful
    • Tell that person what they mean to you
  • Listen as John reads a thank you note he wrote to his daughter (you might cry).

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 John Kralik 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 “Hawkfor 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.

CONTINUE

Episode 198: Ian Robertson – The Winner Effect AND How Stress Can Make You Better

 

Episode 198: Ian Robertson – The Winner Effect — The Stress Test

Ian Robertson is a clinical psychologist
 and neuroscientist with a unique ability
 to apply his research to the pressures of everyday life. His previous books, Mind Sculpture, The Mind’s Eye and The Winner Effect, have been translated into many languages and he is widely recognized as one of the world’s leading researchers in neuropsychology.

Ian taught mathematics in Fiji before training as a clinical psychologist in London and specializing in neuropsychology. A leading international researcher, he has written widely about how our brains are changed by experience, and his popular books Mind Sculpture and Opening the Mind’s Eye brought his scientific research to a wide audience.

The Winner Effect: The Neuroscience of Success and Failure. In this he shows how winning and losing shape our minds and brains more fundamentally than any drug and how our destinies depends on how we respond to success and failure.

Episode 198: Ian Robertson – The Winner Effect AND How Stress Can Make You Better

Subscribe on iTunes  or Stitcher Radio

The Learning Leader Show

“Success breeds success.  The mere act of winning makes it more likely you’ll win again.”

In This Episode, You Will Learn:

  • Common themes of leaders who sustain excellence:
    • Ability to set goals — Not too big but not too easy
    • Self belief — Self Confidence
  • Extrinsic vs. Intrinsic motivation
  • There will always be someone better than you.  The focus should be on improving your own self
  • Why Elon Musk and Steve Jobs transcend the norms
    • “A lot of people suffered in Steve Jobs desire to build those products”
    • Steve and Elon are anomalies, not the norm
  • “To be #1 in the industry is NOT a good goal”
  • What happens to lottery winners a year later? — “Ashes in your mouth”
  • How the brain is complex
  • What it means to be a bad dad — Pablo Picasso
  • “Success conveys power… Power changes your brain.  It creates narcissism”
  • Bad Dad’s “hide the ladder.”  They get up the tree, then do not show others how they got there.
    • “Keep a ladder down for others”
    • “They must see that it’s not God Like… That they can do it”
  • Study: Kids — Those who believe they can do better and influence their IQ, do better in school.
    • With fixed mindset, failure hurts the ego
  • How can stress make you stronger?
    • Tiger Woods example — Being nervous before a competition is a good thing (with the right mindset)
  • If you have a big presentation and you say to yourself, “I’m nervous.” You’ll do worse than if you say “I’m really excited.”
  • Adopting a challenge mindset, visualizing the reward
    • “Create a challenge mindset”
  • If you’re nervous, don’t say “I feel calm.” That’s not true and your brain knows it.  Instead, say “I’m excited.”  Use that energy for good.
  • Using the Joe Buck “So What” method — It can help with irrational fear of disapproval
  • Can too much happiness be bad for you? — Yes, over protecting our children can be bad.  They need to experience adversity.
  • “Leaders by definition have to have a vision.”

“Success conveys power… Power changes your brain.”

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 Ian Robertson 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 FreshBooksFreshBooks is offering a 30 day, unrestricted free trial to my listeners. To claim it, just go to FreshBooks.com/Learning and enter LEARNING LEADER in the “How Did You Hear About Us?” section.

CONTINUE

Episode 197: Linda Rottenberg – Why Crazy Is A Compliment

 

Episode 197: Linda Rottenberg – Why Crazy Is A Compliment

Named one of “America’s Best Leaders” by U.S. News and one of TIME’s 100 “Innovators for the 21st century,” Linda Rottenberg is considered among the world’s most dynamic experts on entrepreneurship, innovation, and leadership. A frequent lecturer at Fortune 500 companies, Rottenberg is the subject of four case studies by Harvard Business School and the Stanford Graduate School of Business. Her pioneering work also earned her a host of nicknames: ABC and NPR declared her “the entrepreneur whisperer,” Tom Friedman dubbed her the world’s “mentor capitalist,” Business Insider named her “Ms. Davos,” and for years she was known as “la chica loca” (the crazy girl) for insisting that entrepreneurs existed not only in Silicon Valley but also in emerging markets around the world.

Ms. Rottenberg is also author of the New York Times bestseller, CRAZY IS A COMPLIMENT: The Power of Zigging When Everyone Else Zags, published in October 2014.  In her book, she argues that entrepreneurship isn’t just for young techies in hoodies. Whether you work at a Fortune 500 company, a non-profit, a mom-and-pop, or a startup, everybody needs the mindset to think and act like a change-maker. We all need to be nimble, adaptive, daring, and maybe even a little crazy, or risk being left behind.

Ms. Rottenberg has been profiled in the Wall Street Journal, Forbes, The Economist, Financial Times, USA Today, Strategy + Business, People, Glamour, and MORE, and has appeared on GMA, The Today Show, Morning Joe, Nightline, NPR, CNBC, CNN, Fox News, Fox Business, and Bloomberg News.  Dell featured her in its “Take Your Own Path” ad campaign and Veuve Clicquot named her Businesswoman of the Year.

A graduate of Harvard University and Yale Law School, Linda lives in Brooklyn with her husband, author and New York Times columnist Bruce Feiler, and their identical twin daughters. (From LindaRottenberg.com)

Episode 197: Linda Rottenberg – Why Crazy Is A Compliment

Subscribe on iTunes  or Stitcher Radio

The Learning Leader Show

“The Greatest Risk Today Is Not Taking A Risk At All.”

In This Episode, You Will Learn:

  • Common themes of leaders who sustain excellence:
    • Cannot rely too much on assumptions/success of the past
    • Can’t stop taking risks
    • Must continually challenge yourself
  • Start “Stealth”
    • Women at Cholorox started testing on the playground.  After proving it worked, they went to their bosses to implement
  • “It’s the best time ever to test ideas.”
  • Why Linda was called the “Chica Loca” — “The Crazy Girl”
  • “If you’re not called crazy at the beginning of something, you’re not thinking big enough”
  • “The greatest risk today is not taking a risk at all”
  • “People have to give themselves permission”
  • “One of the most famous spin offs was Amazon Cloud Services”
  • “The hardest person to convince to do something new is yourself”
  • Lin Manuel Miranda – Hamilton.
  • Think… “Can I afford to not do my idea?”
  • “Don’t burn the boats, but you do need to close some doors.” The Paradox of Choice
  • The problem with hollow mission statements — Uber
  • Culture can shift based on the leaders — Satya Nadella leading Microsoft
    • GE – Beth Comstock
  • MTV – How they found the best secrets through breaking corporate molds
  • “Stop focusing on your PowerPoint… Test, figure it out, then share.”
  • Jeff Bezos – 2 Pizza Rule
  • Zig when everyone else zags.  Learn to see the world differently
  • The power of being vulnerability to build trust
    • “We’ll follow you anywhere Linda”

“If You’re Not Called Crazy At The Beginning Of Something, You’re Not Thinking Big Enough”

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 Linda Rottenberg 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 FreshBooksFreshBooks is offering a 30 day, unrestricted free trial to my listeners. To claim it, just go to FreshBooks.com/Learning and enter LEARNING LEADER in the “How Did You Hear About Us?” section.

CONTINUE