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Parcion Private Wealth

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The VentureFuel Visionaries
The VentureFuel VisionariesFrom Underdog to Top Dog with Jamie Norwood & Cynthia Blotch, Isoken Igbinedion, Kathryn Harrison, and Kathleen CarboneOriginally recorded at our 2024 Rogue Women event earlier this spring, Kathleen Carbone, Principal, Director of Advisory, and a Senior Family Advisor at Parcion Private Wealth, led a panel discussion featuring founders from three startup companies. On the panel were Jamie Norwood & Cynthia Plotch, the dynamic duo behind FemTech startup Stix, Isoken Igbinedion, Founder and CEO of Parfait, an AI-powered startup disrupting the $13 billion custom wig industry, and Kathryn Harrison, Founder and CEO of Magpie, the world's first AI powered inventory and sales management system for collectible sellers. Hear how these founders went from overlooked during the hype to steady and...
2024-04-1039 minWhat’s Next?
What’s Next?How to Use Employee Stock Ownership Plans (ESOPs) to Optimize Your Business with Ted LapeIn this episode of What’s Next?, host Terry Cook is joined by Ted Lape of Lazear Capital to discuss ESOPs, a tool commonly used to facilitate succession planning, allowing a company owner to sell their shares to support their goals and transition flexibly out of the business. Ted has an impressive 30-year history in the banking industry and has helped many clients with setting up an ESOP at their company. More information about ESOPs can be found in our whitepaper “How to Successfully Exit Your Business with an Employee Stock Ownership Plan (ESOP)” available on our website www.parcio...
2023-09-0636 minWhat’s Next?
What’s Next?An Intro to the Stanford SEED Program with JoAnna Halk and Mark PhelpsIn this episode of What’s Next?, JoAnna Halk, an associate director for the Stanford SEED Program, and Mark Phelps, a retired serial entrepreneur and Stanford SEED coach, join host Terry Cook to discuss the benefits of the SEED program, the unique opportunities it presents to business owners, and effect that it’s had on participating companies across Africa and Southeast Asia. More resources at www.parcionpw.com and https://www.gsb.stanford.edu/seed. Hosted on Acast. See acast.com/privacy for more information.
2023-08-0141 minWhat’s Next?
What’s Next?Managing the Transition of Selling Your Business and Other Lifequakes with Bruce FeilerFor this episode, Terry Cook is joined by Bruce Feiler. Bruce is the author of seven New York Times bestsellers, including Life Is in the Transitions and Secrets of Happy Families. His three TED Talks have been viewed more than 4 million times. In their conversation, Bruce and Terry dive into navigating challenging life and family moments and discuss Bruce's new book, The Search, about finding meaningful work. More resources at www.parcionpw.com and www.brucefeiler.com.
2023-02-0640 minWhat’s Next?
What’s Next?Venture Capital Explained with Brendan WalesJoin Terry Cook and Brendan Wales, general partner of Fuse, an early-stage venture capital firm, as they discuss all things venture capital, including how firms like Fuse operate and the opportunities available to interested investors. More resources at www.parcionpw.com and www.fuse.vc.
2023-01-2336 minWhat’s Next?
What’s Next?Donor-Advised Funds - A Primer with Colby BircherJoin Terry Cook and Colby Bircher, vice president of charitable planning at Fidelity Charitable, as they discuss how donor-advised funds can be used as a tool for impactful philanthropic planning and the advantages of this form of charitable investing. More resources at www.parcionpw.com and www.fidelitycharitable.org.
2022-08-1834 minWhat’s Next?
What’s Next?Private Aviation 101 with Craig RossJoin Terry Cook and Craig Ross, CEO and Founder of Aviation Portfolio LLC as they discuss all things private aviation – from the various models currently in vogue to trends in private jet travel. More resources at www.parcionpw.com and www.aviationportfolio.com.
2022-04-0532 minWhat’s Next?
What’s Next?360-Degree Insurance Planning for Wealth Events with Lorrie BaldeviaJoin Terry Cook and Assured Partners Agency COO Lorrie Baldevia as they discuss what business owners should consider – both from a business and a personal perspective – when navigating insurance planning and potential consulting services for a successful business transaction. More resources at www.parcionpw.com and www.assuredpartners.com.
2021-12-3130 minWhat’s Next?
What’s Next?Engaging M&A Attorneys for Business Transactions with Tana MateriJoin Terry Cook and Carney Badley Spellman Mergers and Acquisition Attorney Tana Materi as they discuss what business owners should consider when choosing a mergers and acquisitions lawyer and share some tips for a successful transaction. More resources at www.parcionpw.com and www.carneylaw.com.
2021-11-2441 minWhat’s Next?
What’s Next?Engaging Investment Bankers for a Business Sale with Brian MurphyJoin Terry Cook and Meridian Capital Investment Bank President Brian Murphy as they discuss what business owners should consider when choosing an investment bank and how to go about the search for an investment banker.
2021-10-2932 minWhat’s Next?
What’s Next?Keys to Estate Planning with Eric FahlmanJoin Terry Cook and Fahlman Olson & Little, PLLC Co-Founder Eric Fahlman as they discuss estate planning basics and tools, such as Spousal Lifetime Access Trusts (SLATs) and Intentionally Defective Grantor Trusts (IDGTs) and walk through a client case study, highlighting aspects that might apply to others going through a wealth event. More resources at www.parcionpw.com and www.faolaw.com.
2021-09-2039 minThe Diamond Podcast for Financial Advisors
The Diamond Podcast for Financial AdvisorsAsk the Breakaways: 3 Advisors Answer Your Questions About Making the Leap A conversation with Terry Cook of Parcion Private Wealth, Lori Siegel of Centrix Wealth Partners and Michael Henley of Brandywine Oak Private Wealth [video_embed embed_style=”default” url=”https://youtu.be/vtxVi5LPtUE” border=”0″ width=”100%” animation=”left-to-right” animation_delay=”2″ class=””] Podcast link available below… After more than 130 episodes of the show, one of the most common responses we’ve received from listeners is that they want to learn more—particularly when it comes to interviews with breakaways. That is, more about specific aspects of the advisor’s journey, as well as what they gained...
2021-09-091h 12What’s Next?
What’s Next?Overcoming Gender Bias to Amplify Women’s Voices with Kendall AndereggJoin Terry Cook and Mutual Materials President Kendall Anderegg as they discuss unconscious gender bias in the workplace, what it means to be a strong female leader in a male-dominated industry and how colleagues can demonstrate effective allyship. More resources at www.parcionpw.com and www.mutualmaterials.com.
2021-08-2036 minWhat’s Next?
What’s Next?Introduction to M&A for Business Owners with Michael ButlerJoin host Terry Cook and Michael Butler, co-founder and CEO of Cascadia Capital, as they discuss what every business owner needs to know before selling a business. From selecting an investment banking partner to deciding whether moving forward with a sale is the best decision for you, Michael and Terry share what they’ve learned from their joint decades of experience overseeing mergers and acquisitions. Learn how business owners and entrepreneurs can optimize a sale in Parcion’s whitepaper at parcionpw.com/whitepapers and visit www.cascadiacapital.com for more information on Cascadia Capital.
2021-07-2233 minWhat’s Next?
What’s Next?Exploring Opportunity Zones Part 2 with Peter CiganikIn the second episode of our two-part series on Opportunity Zones, we dive into the “nuts and bolts” of this investment structure through the eyes of a developer. Host Terry Cook welcomes Peter Ciganik, managing director of strategy, research and investor relations at GTIS Partners, to share his insights on what factors to consider when evaluating a potential Opportunity Zone investment. Learn more about opportunity zones in Parcion’s whitepaper at https://parcionpw.com/whitepapers and visit https://www.gtispartners.com for more information on GTIS Partners.
2021-06-1041 minWhat’s Next?
What’s Next?Exploring Opportunity Zones Part 1 with Greg PorterIn the inaugural episode of What’s Next?, CBIZ Berntson Porter Managing Director and co-founder of newly acquired Berntson Porter & Company, Greg Porter, joins Parcion Private Wealth’s Terry Cook to discuss the benefits of Qualified Opportunity Zone investments, a powerful tool that can significantly help mitigate the tax implications of wealth events such as the sale of a business. Learn more about opportunity zones in Parcion’s whitepaper at https://parcionpw.com/whitepapers and visit https://www.bpcpa.com/ for more information on Berntson Porter, now CBIZ Berntson Porter.
2021-05-1334 minThe Leader Assistant Podcast with Jeremy Burrows
The Leader Assistant Podcast with Jeremy Burrows#111: Kaleen Skersies - EA to CEO at Parcion Private WealthKaleen is the Executive Assistant to Terry Cook, Founding Partner & CEO, of Parcion Private Wealth. Prior to joining Parcion, Kaleen worked for multiple UHNW individuals and has served in various capacities in the private service sector.In this episode, Kaleen talks about what it’s like to work with ultra high net worth individuals, tips for project management, and how to distinguish between an individual contributor and a great leader.Show Notes -> leaderassistant.com/111Book -> leaderassistantbook.comEvents -> leaderassistantlive.comFree Community -> leaderassistant.com/community...
2021-04-1831 minThe Diamond Podcast for Financial Advisors
The Diamond Podcast for Financial AdvisorsThe Limitations of Building a Billion-Dollar “Boutique Firm” within a Wirehouse: A UBS Breakaway Story A conversation with Terry Cook, CFP®, CIMA, Managing Partner of Parcion Private Wealth We often talk about how advisors’ mindsets have changed, having evolved to wanting more from their firms. And likewise, clients, too, are looking for more from their advisors. And as such, many advisors – particularly those managing high net worth clients – are coming to realize that the wirehouses cannot answer these changing demands. That is, managing to the lowest common denominator imposes limitations on advisors when it comes to customizing client service. For example, just over a year ago, Terry Cook was managin...
2021-01-1447 minThe COO Roundtable
The COO RoundtableEP 21 - Doug Johnson of Parcion Private Wealth & Chris Keller of Benjamin F. Edwards & CompanyIn the 21st episode of The COO Roundtable, Matt welcomes Chris Keller, Executive Vice President and Director of Business Services at Benjamin F. Edwards & Company and Doug Johnson, newly appointed Chief Operating Officer at Parcion Private Wealth.  The Benjamin F. Edwards & Company brand dates back 130 years, and the company is headquartered in St. Louis, Missouri with more than 600 employees and advisor affiliates and assets totaling about $27 billion.  Parcion Private Wealth opened its doors in October 2019 and is headquartered in Bellevue, Washington with 16 employees and about $1.2 billion in assets under management.  Matt, Chris, and Doug discuss a number of topics, inc...
2020-09-0233 minCOO Society
COO SocietyThe COO Roundtable Episode 21 EP 21 - Doug Johnson of Parcion Private Wealth & Chris Keller of Benjamin F. Edwards & Company https://coosociety.com/wp-content/uploads/2020/09/Ep-21-1-Final.mp3 In the 21st episode of The COO Roundtable, Matt welcomes Chris Keller, Executive Vice President and Director of Business Services at Benjamin F. Edwards & Company and Doug Johnson, newly appointed Chief Operating Officer at Parcion Private Wealth.  The Benjamin F. Edwards & Company brand dates back 130 years, and the company is headquartered in St. Louis, Missouri with more than 600 employees and advisor affiliates and assets totaling about $27 billion.  Parcion Private Wealth opened it...
2020-09-0100 min