The Parker Formula: Merging Technology, Outsourcing, and Personalised Financial Solutions

 

Greetings, it’s Granger Forson here. For more about me, visit www.bizsmart-gloucestershire.co.uk or discover more on my LinkedIn profile. Today on ScaleUp Radio, we journey into the dynamic realm of financial advising with none other than Ben Parker. Ben, along with his siblings John and Rob, are the driving force behind Parker Financial Advice, a budding enterprise that has uniquely married the concepts of financial expertise and efficient business outsourcing.

 

In the rapidly evolving landscape of financial advising, Ben's story stands out. Just three years since inception, Parker Financial Advice has pioneered a business model built on outsourcing and technology. As clients navigate complex decisions around estate planning, retirement, investments, and more, they're not merely seeking conventional advice – they are seeking the Parker touch, which emphasizes a personalized, client-first methodology.

 

Whether you're an entrepreneur, a budding financial advisor, or someone interested in the intricacies of setting up and scaling a business in today's world, this episode promises rich insights. As we delve deep into the mechanics of Ben's venture, from its depth of strategic planning foundations to its operational challenges and visions for the future, get ready for a narrative that's as enlightening as it is inspiring.

 

Scaling up your business isn't easy, and can be a little daunting. Let ScaleUp Radio make it a little easier for you. With guests who have been where you are now, and can offer their thoughts and advice on several aspects of business. ScaleUp Radio is the business podcast you've been waiting for.

 

If you would like to be a guest on ScaleUp Radio, please click here:

https://bizsmarts.co.uk/scaleupradio/apply

 

You can get in touch with Granger here:

[email protected]

 

Kevin's Latest Book Is Available! 

 

Drawing on BizSmart’s own research and experiences of working with hundreds of owner-managers, Kevin Brent explores the key reasons why most organisations do not scale and how the challenges change as they reach different milestones on the ScaleUp Journey. He then details a practical step by step guide to successfully navigate between the milestones in the form of ESUS - a proven system for entrepreneurs to scale up. 

 

More on the Book HERE - https://www.esusgroup.co.uk/

 

Ben can be found here:

linkedin.com/in/ben-parker-ifa

https://www.parkerfa.com/

https://www.facebook.com/ParkerFinancialAdvice

[email protected]

 

Resources:

 

The Socially Distanced Sports Bar podcast - https://www.distantpod.com/

Frank Skinner podcast - https://planetradio.co.uk/podcasts/frankskinner/

Market Update podcast - https://www.schwab.com/learn/schwab-market-update

WhatsApp - https://web.whatsapp.com/

Spotify - http://www.spotify.com/en/