Why Serving Business Owners is the Secret Sauce to Building a Vibrant Wealth Management Firm

In this illuminating episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Jason Early , CEO of RISR , to discuss how targeting business owners can massively elevate a financial advisor's practice. The discussion covers why treating a privately held business as just another asset is a missed opportunity, and how business owners, who control a significant portion of…