Their first concern was his plan to invest in the firm. When Tony Robbins called out Stronghold Financial by name in Money: Master the Game, industry analysts had a lot to say. Is Creative Planning’s success a result of exceptional client-focused service, or is it primarily due to Robbins’ ability to attract clients based on his name alone? Does Tony Robbins Have a Conflict of Interest? This presents an interesting question for investors. Today, Robbins is the Chief of Investor Psychology at Creative Planning, which gives him financial incentive to refer new investors to the firm. Robbins and Mallouk also share a tight bond, and in February 2017 they published a new financial self-help guide that they co-authored – Unshakeable: Your Financial Freedom Playbook. Gupta joined the Creative Planning board as Chief Investment Strategist. After a few attempts at managing the rapid expansion of his business, Gupta elected to transition the Stronghold Financial RIAs to Peter Mallouk’s Creative Planning, Inc., another SEC-Registered Investment Advisor that serves clients in all 50 states. This referral ignited a storm of controversy – along with a massive influx of new clients for Stronghold Financial. Robbins named Ajay Gupta’s Registered Investment Advisor (RIA) firm Stronghold Financial as an example of a firm doing things right – that is, looking out for the best interests of clients, not trying to make a profit at clients’ expense. According to Money: Master the Game, indexed annuities are key to implementing this strategy. One of the biggest takeaways from Robbins’ book is that financial freedom depends on creating income for life. It wasn’t just geared to his wealthy clients. He outlined his seven steps to financial freedom, promising readers that his advice would benefit people at any level of income.

In November 2014, Robbins published his guide to financial freedom – the 600+ page Money: Master the Game. Needless to say, an endorsement from Tony Robbins can turn a relatively successful business into an industry leader overnight. Many clients credit his books and workshops with transforming their lives, and his passionate followers are open to any advice he offers. Whether you love him or hate him, it is impossible to deny that Tony Robbins has a larger-than-life personality.

Stronghold financial