Mike Clark MBA

Most advisors who reach out aren't looking for a job; they're looking for a way forward. Whether they've hit a ceiling at their current firm, feel like the support system around them stopped growing years ago, or they're simply ready to build something bigger, the conversation usually starts the same way: they don't know what's actually possible. Having gone through Avior's acquisition process myself, I work with advisors who are exploring what a move could look like, not as a recruiter, but as a peer who's been through it. I'm the first conversation, not the pitch. Once an advisor joins the team, I re-engage to help them hit the ground running with outreach strategy and business development so the transition actually turns into growth. If you're an advisor who's curious but not sure if now is the right time, let's schedule a time to talk through it. https://calendly.com/mikeclarkavior/30min?back=1&month=2026-07

Protection Point Advisors was acquired by Avior Wealth. I continued through the transition and now serve clients and strategic partners as part of Avior. I help clients visualize and understand the tradeoffs between risk and reward, so they can stop asking: “Why is the market beating my portfolio?” We use a simple 4-step process to replace vague labels like “moderately conservative” with a clearer picture of how a portfolio is positioned and why. Through the National Referral Network and strategic partnerships, I can assemble a coordinated team of trusted professionals around what the client actually needs, whether that’s planning, tax strategy, estate work, business formation, or exit planning. If you want to learn more about our education-first approach or go through the no-cost 4-step process, send me a message, and we can schedule a 15-minute virtual coffee. Avior Wealth Management, LLC (“Avior”) is a Registered Investment Advisor.

At 3am Education, we exist to help CPAs escape the trap of compliance and step confidently into the role of trusted advisor. The accounting profession is at a crossroads. More CPAs are retiring than entering the field. Fee pressure is rising. Clients expect more value but aren’t willing to pay more for tax returns and bookkeeping. And with private equity reshaping the industry, firms that can’t adapt will get left behind. That’s why we built 3am Education. We give CPAs and accounting firm owners the tools, frameworks, and confidence to grow smarter — not by adding more staff, more hours, or more compliance work, but by transforming the way you serve your clients. Through continuing education, live classes, and our flagship Strategic Growth Accelerator, we help CPAs: ▹ Increase revenue per client without adding overhead ▹ Retain and attract top clients with a more compelling value story ▹ Expand referrals by building strategic teams around their practice ▹ Step into true advisory leadership that clients deeply value Our programs are practical, engaging, and built for CPAs who want to stop trading time for fees and start building firms that scale, endure, and thrive. This is not about theory. It’s about real-world strategies you can apply immediately — from refining your value proposition, to structuring your services, to positioning your firm for the future of accounting. If you’re ready to move beyond compliance, deepen your client relationships, and future-proof your firm, you’ve found the right place. 👉 Explore our courses, join a live class, or apply for the Strategic Growth Accelerator. Your next chapter as a trusted advisor starts here.

At the National Referral Network, we believe financial success is a team sport. That’s why we’ve built a collaborative platform where top-tier professionals—financial advisors, CPAs, attorneys, insurance experts, and consultants—work together to serve business owners more holistically. We help professionals create what’s traditionally been reserved for the ultra-wealthy: a fully integrated, family office-style experience. The result? Better outcomes for clients. Stronger retention. More referrals. And real, measurable growth—for everyone on the team. Whether you're a business owner looking for clarity or a professional looking to add more value, the National Referral Network is where collaboration meets strategy. Joining the network is easy - go to https://www.nrnamerica.com/ and join today for free.

I help clients visualize and understand what most advisors have been reluctant to say for years. When clients grasp the relationship between risk and reward, you can finally say goodbye to that pesky question, “why is the market-beating my portfolio?” Gone are the days of having to stereotype investors based on their age and assign subjective semantics like “moderately conservative.” I use a 4-step process that illustrates our fiduciary care to clients. Through the National Referral Network, I'm able to assemble a team of trusted professionals to meet almost any need of the client. The firm provides monthly webinars you can register for at no cost, no sales pitch, and no having your email slammed with long-form sales letters. The webinars are educational and value-based. You can go to https://www.protectionpointadvisors.com/advisor/michael-clark/ and register. If you would like to learn more about the ongoing financial education or would like to go through our no-cost 4-step process, send me a message. I'd be happy to schedule a 15-min virtual coffee meeting. Advisory services offered through EWG Elevate, Inc. dba Eagle West Group.

Trustegrity is about forming and nurturing mutually beneficial business relationships with established business owners. Gaining the trust of fellow members, Trustegrity sets the stage for improving your knowledge, business skills, and is a welcomed alternative to traditional networking. Designed for business professionals, Trustegrity is an invitation-only meeting that meets every other Friday

IHP Advisors help clients clearly visualize, organize, protect, and grow their entire financial life using a unique wealth and rulebook. We understand each person, family, and/or business owner has individual financial goals, and those goals change as you move through the various stages of life. Your financial plan needs to be able to move with you. Instead of trying to predict what the future will be in 5, 10, or even 30 years from now and figuring out what your personal goals might be at that time, we work within a system that has identified a set of time-tested financial rules. In order to maximize our clients' cash flow while minimizing their tax burden over time, we play an active role in working with CPAs. This allows us to - ☞ Reduce the risks that come from referring clients to third parties ☞ Reduce the risk of losing clients by being more proactive ☞ Provide more value and increase client satisfaction ☞ Increase organic growth by giving clients a story worth sharing with family and friends The economic conditions over the last 5-10 years have created a serious demand for CPAs to become much more proactive and act as the ‘trusted business advisor’ for their clients. The majority of CPAs aren’t able to keep up with these shifting demands in addition to all of the tax law changes. As part of a CPA Team, my team and I can help with this new reality. Schedule a time today to review your situation and how IHP Advisors can help you - ✉ mike@ihpadvisors or ☎ 801-341-9416. The views expressed within this site are the views of the poster alone and do not necessarily reflect the views of Penn Mutual or HTK unless otherwise stated. Information provided is for educational purposes only and shouldn’t be viewed as a recommendation to buy or sell any particular financial product or service. Depending on your individual situation, the discussions presented may not be appropriate.

Primary Capital, LLC is a full-service investment banking firm registered with Securities and Exchange Commission (SEC), and a member of both the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC) which provides a broad range of banking and advisory services with a focus on the needs of small to midsized public companies and late-stage private companies. We provide direction, capital, and strategic relationships to companies that meet our criteria. This company overview is not an offer to sell or a solicitation to buy any securities.

As one of our portfolio companies, I have learned... everyone has chargebacks! My role is to lend my expertise to build the business through strategic partnerships. Chargebacks are part of every industry. If you accept cards, you deal with fraud. You can minimize the occurrence of true fraud by filtering and scoring transactions but that will not solve post transaction fraud. Issuers and banks notify us when a dispute is coming. Our unique capability to intercept order fulfillment reduces total fraud losses.

My primary role as the Director of Business Development was to build a pipeline of qualified investors through individual means or through trusted advisory groups - both internationally and domestically. I managed relationships throughout China and Russia. I was also responsible for the design, implementation, and presentation of investment opportunities to investors, brokers, and agents and for developing new investment channels. I also oversee contract negotiations with brokers and agents in China, India, Brazil, and Russia. HIGHLIGHTS: ▶ Sold 72 investment units priced at $500,000 each ▶ Managed international team of brokers and agents ▶ Oversaw completion of the Company's website, delivered on time and within budget ▶ Managed the build of the company’s social network presence in China ▶ Conducted international sales presentations throughout China and Burma.

Responsible for expanding sales in an existing territory as the representative for the CMF/Neuro product line for this global innovator, developer, manufacturer, and marketer of specialty medical devices, surgical implants, and powered surgical instruments. Emphasis in small bone reconstruction and trauma surgical devices targeted primarily to Oral Maxillofacial, Neuro, Plastic Reconstructive, Otolaryngology (ENT), and upper and lower extremity small bone surgical specialties. I developed and new business and expanded existing business with neurosurgeons, oral surgeons, craniofacial surgeons, ENT surgeons, and plastic surgeons. Leveraged research papers and company-sponsored articles, participated in surgeon/association meetings and resident programs, and attended cadaver labs, saw bone labs, and journal clubs in support of consultative sales process. ▶ Revitalized sales with former clients to attain 96% growth rate, negotiating contract rates, cultivating relationships within senior-level decision-makers, gaining surgeon buy-in, and leveraging support from operating room staff. ▶ Recognized with 2008 Region of the Year Award for exceeding sales performance. ▶ Ranked #1 of 8 students in sales training.