About this episode

Sten Morgan interviews Jason Early about how financial advisors can better serve business owners and navigate complex liquidity events.

In this episode of Elite Advisor Podcast, Sten Morgan sits down with RISR founder Jason Early to talk about how advisors win the business-owner market and the once-in-a-lifetime liquidity event that comes with it. They discuss why the business deserves its own conversation instead of a line item, how to actually quarterback an owner's exit, and how financial advisors can step into this higher-stakes market without reinventing themselves. If you're ready to stop settling for comfortable and start building at your highest level, this conversation will challenge how you think about your business, your value, and the impact you create for clients. In This Episode Most advisors treat a client's business like a line item on the balance sheet - but it's the asset they care about most and usually their largest, so it deserves its own conversation. The stakes are higher with business owners: harder conversations, more complexity, a higher standard - and pay that matches the problems you solve. Don't bet on loyalty. When the business sells, the advisor who actually quarterbacked the attorney, CPA, and banker gets the "where do I wire the money?" call. Jason's playbook: define a…

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