EP98: Changing The Landscape Of Wealth Management - Mark Fujiwara, CPM®
In this episode, Mark Fujiwara, CPM®, highlights how he shifted gears away from traditional family offices and masterminds, plus his insights on the power of “flow.” Stay tuned as we dive deep into revamping your mindset and strategizing wealth management today!
- The purpose and background of Baird
- 3 principles that will help you achieve “flow”
- Issues that next generations face when they have too much money
- Excellent tip on setting up trusts and estate planning
- How to push and inspire your children to maximize their potential
Resources/Links Mentioned In This Episode
About Mark Fujiwara, CPM®
Mark is a personal CFO to a select group of wonderful clients, a certified portfolio manager, an author, and a speaker on the missing component of a financial plan. He is also the director and financial advisor at Baird. Most entrepreneurs and retirees he speaks to need guidance and order with their finances and struggle to address the most crucial issue of health and longevity. Working with entrepreneurs for 25 years, Mark discovered that without addressing their most important asset, all they’ve worked for could be for not.
Connect with Mark
- Website: Baird Private Wealth Management | Mark Fujiwara
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