Unlocking Wealth: Strategies for Advisors to Impact Business Owners | EP265

Advisors recognize that the business-owner niche is one of the most lucrative segments in wealth management, yet breaking into it can be challenging. In this episode, I chat with Jason Early from RISR, a platform designed to empower advisors to make a meaningful impact on business owners through data, benchmarking, and strategic planning tools.

Together, we explore how RISR helps advisors enhance discovery, navigate business complexities, and engage in planning conversations that resonate with entrepreneurs. Whether you already serve business owners or aspire to, this discussion provides a clear roadmap for success.

RISR is gaining traction in the industry, with recent coverage highlighting how their innovative framework is transforming advisor impact and fostering business-owner wealth creation.

What You'll Learn:

• How to position your firm as the go-to advisor for business owners
• Why traditional financial planning often falls short for entrepreneurs
• The key elements of RISR's business-owner diagnostic framework
• Strategies for advisors to differentiate themselves with deeper operational and planning insights
• The future of advisor impact in the business-owner niche
• Actionable steps to grow your business-owner segment now

About RISR: RISR is a game-changing platform that enhances the value advisors provide to business-owner clients. With benchmarking tools, operational insights, and structured assessments, RISR equips advisors to facilitate the planning conversations entrepreneurs truly care about. Learn more at RISR.com.

Sponsored by the Titleist Advisor Network: Discover how Titleist can help you become a high-growth independent business owner while building equity in your business. Visit jointitleist.com.

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