Resilient Advisor How To Use Demographics To Thrive As A Financial Advisor
Mar 12, 2018
32:16
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.
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.