J
Jeff Stolper
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May 26, 2026
Rule #1: Be Someone Clients Want to Take a Phone Call From – With Creative Planning’s Jeff Stolper
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Danny NoonanHOST
How do you make sure the steak is medium rare across cities and things like that? How do you keep the consistency for clients across the country?

Jeff StolperGUEST
You know, I've been eating more McDonald's recently because I have young kids and I have to say it's still pretty delicious.

Jeff StolperGUEST
Well, I think you have to first start with somebody that philosophically believes in planning.

Jeff StolperGUEST
If you start there, it's just like if you're hiring someone that is a positive person, they're going to be accretive to your culture.

Jeff StolperGUEST
If they are philosophically aligned on the planning front, whether it's a new employee or a firm that you're looking to acquire, whatever it is, it's going to make it so much easier on a go-forward basis to have them aligned.
19 MINS LATER