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The Resilient Advisor

This a podcast for Financial Advisors. It is dedicated to helping financial advisors build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
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Now displaying: Page 1
Mar 12, 2018
Mark Parrott is the author of Meta-Trends And The Next Economy and a financial advisor with a very unique and insightful approach to the business, the economy and adding value to small business owners. Mark and Jay Coulter discuss:
 
  • The value of created Intellectual Property in your practice.
  • How the Certified M&A Advisor designation changed his value proposition to clients and prospects. 
  • The Alliance of Certified M&A Advisors.
  • How Financial Advisors can add 'Extreme Valuation' to their practice.
  • How to target small businesses with $5-20 million dollars in revenue with a unique approach that gets results.
  • How to build a countercyclical revenue stream in your practice. 
 
Connect With Mark
 
Twitter: @meta_trends
LinkedIn: @businessownercoach
 
 
About Mark (From his website)
 
Mark C. Parrott is a wealth manager and financial advisor specializing in helping business owners and families prepare for and enjoy their retirement.

A 24-year financial-services industry veteran, Mark is a retirement-planning expert with extensive experience in investment-portfolio design, wealth-distribution strategies, income- and estate-tax planning, and mergers and acquisitions. Mark joined Creative Retirement Planning, Inc., in 1996, after spending te early part of his career at Merrill Lynch. Today he is instrumental in serving clients across the country.

Mark earned a Baccalaurate Degree in Finance in 1989 at State University of New York New Paltz.  He also has a certificate in Investment Decisions in Behavioral Finance from the Harvard Kennedy School of Government and became a Certified Mergers-and-Acquisitions Advisor at DePaul University.

 

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