Martin Baker, CFP®, Supervisor, Virtual Paraplanning, and Advanced Planning Consultant

Is Partnering with a Virtual Support Provider Right for Your Firm?
Bringing on a virtual support provider can help firms free up capacity and grow their business. But is this the right choice for your practice? Discover how these outsourced relationships work and what you should look for.
Martin Baker, CFP®
02.14.24
7 Tools Advisors Need to Give High-Net-Worth Clients What They Want
What do high-net-worth clients really want from their advisors? Discover the tools you'll need to meet—and exceed—their expectations.
Martin Baker, CFP®
01.18.23
Do You Need a CPWA Certification to Serve HNW Clients?
Learn what getting a CPWA certification involves and how this credential could help you fine-tune the skills needed to serve HNW clients.
Martin Baker, CFP®
10.19.22
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