Do you have the right financial advisor?
A wealth manager does much more than just manage investments. They handle financial planning and act like a personal CFO, helping clients make any financial decisions. This role is more comprehensive than that of a typical investment manager or financial planner.
In this two-part interview, Mark Parker shares valuable insights into personal financial planning and the importance of creating value within your business. He also emphasizes the need for a collaborative relationship with a wealth manager and suggests considering a fractional CFO for small and mid-sized businesses.
Get in touch with Jane & Mark
Mark Parker
Vice President of Strategic Growth at BIP Wealth
Expert Interviews & More Videos
About Jane Gentry
Jane Gentry has had a successful 30-year career as a CEO, Business Consultant, Executive Coach, and Keynoter. Jane formed her practice in 1999 and since then has partnered with her clients to improve growth, profitability, client retention, employee retention, leadership capabilities and business value.
Jane leverages strategies including the proprietary Value Blueprint to enable business owners and leaders to successfully create healthy organizations, plan for succession or sell their businesses for the highest possible market value. Jane is considered one of the top voices in leadership and sales.