Episode 74
How Financial Advisors Can Grow Their Business by Serving Entrepreneurs In Transition
Modern Financial Advisor · Truelytics by Envestnet
February 2, 202257m 47s
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Show Notes
Laurie Barkman, CEO of Small Dot Big makes the case for why financial advisors should focus on serving entrepreneurs and business owners who are selling or retiring. Laurie and Mike Langford also explore how financial advisors can attract entrepreneurs and business owners who are on the cusp of a transition.
BTW: Much of this conversation is also relevant and helpful for RIAs and independent financial advisors who are considering their own transition.