How Financial Advisors Can Win More Business Owner Clients

About this episode

This episode discusses how financial advisors can better serve business owner clients and the importance of business valuation conversations.

Between 40 and 55% of millionaires in the United States are business owners. That's one of the biggest opportunities in wealth management right now... and most advisors are barely scratching the surface of it. In this episode, recorded live and in person at the Fearless Investing Summit in Denver, Colorado, Mike Langford sat down with Cal Parker , Managing Director at BizEquity , to talk about why now is the perfect time for financial advisors to level up their game when it comes to serving business owner clients. Cal drops some genuinely eye-opening stats and insights — including the fact that 60% of business owners have never even discussed their exit plans with their spouse. If you're not having the business valuation conversation with your clients, someone else eventually will. What we cover in this episode: Why advisors struggle to advise business owner clients beyond investment strategies — and what to do about it How a single free business valuation can land a multi-million dollar client relationship The new Exit Valuation Module from BizEquity and how it helps advisors have more proactive, forward-looking planning conversations What "exit readiness" really means — and why…

People in this episode

Host: Mike Langford

Guest: Cal Parker

Topics covered

• wealth management
• business owners
• financial advising
• exit planning
• business valuation
• client relationships

Keywords

• financial advisors
• business owners
• exit plans
• wealth management
• business valuation
• client relationships
• investment strategies
• exit readiness
• prospecting

Mentioned in this episode

Organizations: BizEquity, American City Business Journals

Places: United States, Denver, Colorado

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