WealthTech on Deck Turning Advisors into Trusted Business Partners with Jason Early
For decades, financial planning has focused on individuals and families, often overlooking the unique needs of business owners. However, the need for expert financial advice has become more significant as boomers become more involved in business and the trend toward private company ownership grows. Recognizing this demand, RISR seeks innovative solutions to empower business owners and the financial advisors who serve them.
In this episode, Jack Sharry talks with Jason Early, Founder of RISR. They discuss how RISR empowers and deepens the relationships between business owners and financial advisors. They explore how the company provides a comprehensive solution for business owners and uses technology and human advice to enhance the advisor-client relationship.
In this episode:
- [00:52] - Introduction to RISR and its mission
- [03:25] - How RISR helps advisors
- [05:17] - Understanding a business' dream value
- [08:12] - Empowering advisors to become trusted advisors
- [09:33] - How RISR impacts the financial industry
- [12:04] - What inspired Jason to build RISR
- [13:23] - The convergence of technology and human advice
- [17:07] - Providing financial advice for business owners
- [19:31] - Jason's key takeaways
Quotes
[01:01] - "We've got this deep-seated belief that owners of private companies need better advice and that the advisors who serve them need better tools and technology." ~ Jason Early
[13:06] - "For decades, advisors have had the tools and technology to serve the executive, the family, or the household, but the business is largely ignored." ~ Jason Early
[14:31] - "Business owners are complex, and they have complex issues and challenges, so there are a lot of problems to solve. We want to surround every conversation the advisors have with the business owner so that the owner can make more informed decisions and exit the way they want to." ~ Jason Early
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