Advisor Spotlight

Mark G. Cooke

Our Advisor Spotlight series features casual, interview style conversations with current Everplans Professionals to share best practices learned firsthand through their experience with Everplans. This Spotlight features Mark Cooke, CEO and President of Heritage Financial.


Key Takeaways

  • How to differentiate your firm by establishing more meaningful client relationships.
  • Importance of providing structure and order to difficult estate planning situations.
  • How to cultivate new prospects by engaging multiple generations.
  • Effectively introducing Everplans to your clients.
  • How to encourage clients to begin the estate planning process.

Listen to the Spotlight

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About the Speaker

Mark G. Cooke
CEO & President of Heritage Financial

Mark focuses on providing wealth management solutions in the northern Virginia area to generous families and individuals, along with women in transition. Together with his partners, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving.

Mark founded Heritage Financial, LLC in 2006 which now serves 110 families who have entrusted the company with more than $94 million in assets. He uses a consultative process to gain a detailed understanding of his clients' deepest values and goals. He then employs customized recommendations designed to address each client's unique needs and goals beyond simply investments.

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Everplans is the leading tool helping Advisors increase retention across generations, establish new relationships, and strengthen existing ones.

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