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“Wealth Management is not about the assets. It’s about what we can empower people to do with their assets.”
This week on the Disruption Blueprint podcast, Mark Dutram, CPWA®, CFP®, AEP®, Wealth Advisor and President of BayView Private Wealth, will be joining us. Mark has over 25 years of experience helping meet the financial, retirement and investment planning needs of families, business owners, and professionals. Mark’s diverse background in finance has given him a broad view of the financial service industry
BayView is a boutique financial planning office that has the distinct ability to leverage innovative trading platforms, money managers, custom-designed investments, and research with a client-focused approach.
BayView Private Wealth is deeply focused on delivering a differentiated client experience and they have the ability to retain relationships as a result of those personal connections. From client education at the local college in Destin, Florida to serving veterans and active duty military to helping women to live financially fearless as a StrongHer Money Advisor Ambassador, Mark has a warrior spirit with a servant heart.
Make sure to listen to this awesome episode with Mark Dutram, CPWA®, CFP®, AEP®, Wealth Advisor and President of BayView Private Wealth. We are grateful for his tremendous amount of insight and energy.
Join the conversation to hear about :
- How partnering with RFG positively changed BayView
- Looking at the risks and taking a step toward independence
- What doesn’t kill you makes you stronger
- The power of marketing and social media
- Serving veterans and active duty military
- Helping women to live financially fearless
- Empowering the next generation
- Coming up with the best possible client experience
- Opening doors and opportunities with FinTech
- How Mark weaves his faith and professional life together
- Figuring out What is my purpose? Why do I do this?