Do Business. Do Life. — The Financial Advisor Podcast — DBDL 142: Jason Early - The AI Tool Advisors Are Using to Win Business-Owner Clients
Live from Future Proof, I sat down with Jason Early, Founder and CEO of RISR — an AI platform that’s helping financial advisors rethink how they serve business-owner clients.
Here’s the truth: for most entrepreneurs, their business is their biggest asset — but most advisors just ask, “What’s it worth?” jot down a guess, and move on. Jason and his team built RISR around a simple belief: business owners deserve better advice, and the advisors who serve them need better tools to give it.
RISR connects directly to a company’s financials, uses AI to generate real-time valuations, and gives advisors the insights they need to guide clients through growth, succession, and exit planning. It helps advisors have the right conversations — earlier — so they’re there long before the liquidity event, not chasing it after the fact.
In this conversation, Jason shares how top advisors are using RISR to win business-owner clients, deepen relationships, and deliver the kind of advice that builds lasting trust.
3 of the biggest insights from Jason Early…
#1.) How Top Advisors Are Using RISR to Stand Out
Advisors aren’t just running valuations, they’re using RISR to open doors, deepen trust, and win business-owner clients long before a liquidity event. By showing up with real data on what the client’s business is worth, advisors shift the conversation from “asset management” to “business strategy.” It’s helping them justify planning fees, spark succession discussions, and position themselves as the quarterback for every major decision that impacts the owner’s wealth and legacy.
#2.) The Truth About Business Valuation (and Why It’s Usually Wrong)
Most business owners miscalculate what their company is worth — often by millions. Jason breaks down why, from owner dependency and client concentration to “country club math” and non-normalized EBITDA. He also explains how objective valuation data brings alignment between partners and families, turning tough money talks into clarity.
#3.) What Every Advisor Should Know About Succession & Exit Planning
Business owners rarely plan their exits well. Jason explains how advisors can use valuation insights to build readiness conversations, prevent conflict between partners, and even influence deal outcomes. These are high-trust, high-value planning opportunities that position advisors as long-term strategic partners — not just investment managers.
SHOW NOTES
https://bradleyjohnson.com/142
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DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.
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