Strategies for Engaging Business Owners with Jason Early, CEO of RISR
- Jay Coulter, CFP®, CIMA®
- Nov 28, 2025
- 2 min read
Key Insights on Business Owner Engagement, Valuation Strategies, and Risk Management
Strategies for Engaging Business Owners with Jason Early, CEO of RISR
Key Themes:
Importance of understanding the emotional ties of business owners
Strategies for effective client engagement
The role of technology in enhancing advisory services
Leadership in navigating industry challenges
The Untapped Potential of Business Owners
In our latest episode of The Resilient Advisor Podcast with Jay Coulter, Jason Early, CEO of RISR, shares valuable insights on why financial advisors should focus on the business owner market. Many advisors shy away from this segment, thinking their money is tied up in their businesses. However, there are immense opportunities beyond just managing assets.
Asking the Right Questions
One of the key takeaways from Jason’s discussion is the importance of asking the right questions. By understanding the emotional ties business owners have to their companies, advisors can forge deeper connections and provide meaningful advice.
Leveraging Technology for Client Success
Jason highlights how tools like RISR can help advisors capture valuable data and insights. This technology allows advisors to deliver tailored solutions that resonate with business owners' unique needs.
The Role of Leadership in Advisor Growth
The podcast also emphasizes the role of strong leadership in navigating the complexities of the financial advisory landscape. Advisors must proactively engage with their clients and continually adapt their strategies for success.
Reflections on Advisor Independence
As we explore these themes, it’s clear that the path to independence for advisors lies in understanding and serving their clients better. By focusing on niche markets like business owners, advisors can create lasting relationships and enhance their practices.
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