How Advisors Can Better Serve Business Owners with Jason Early
Episode 097: This week, Kyle Van Pelt talks with Jason Early, Founder and CEO of RISR, a wealthtech platform helping financial advisors better serve business owners. With a background in financial services, leadership, and fintech, Jason is passionate about solving complex problems and empowering advisors through data, technology, and behavioral insight.
Kyle and Jason explore why business owners are often an underserved yet high-potential client segment. Jason shares how RISR equips advisors with the tools and technology needed to navigate the complex needs of these clients—and why now is the time to tap into this fast-growing market.
In this episode:
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(00:00) - Intro
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(02:40) - Jason's money moment
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(04:45) - What RISR is all about
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(06:28) - Key tools and features RISR offers advisors
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(08:23) - Why so many business owners go without financial advisors
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(10:32) - What makes business owners ideal long-term clients
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(12:44) - How AI powers the RISR platform
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(16:49) - Prospecting strategies for engaging business owners
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(18:54) - The growing industry focus on business owners
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(21:50) - Future trends in financial advising
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(24:35) - Jason's Milemarker Minute
Key Takeaways
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A large portion of high-net-worth individuals are business owners, yet many don’t work with financial advisors—representing a major growth opportunity.
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Business owners face unique and often complex financial situations that require more than traditional wealth management—advisors who understand this can deliver outsized value.
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While business owners may not always have immediate liquidity, their long-term potential makes them ideal clients for strategic, relationship-driven advisors.
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RISR helps advisors serve this segment by providing smarter data, personalized insights, and tools designed specifically for the challenges business owners face.
Quotes
"Business owners need better advice, and the advisors that serve them need better tools and technology." ~ Jason Early
"Business owners make the best clients for advisors. We need to position advisors with the tools and the technology to be able to serve." ~ Jason Early
"68% of millionaires own businesses, and 89% of people worth $30 million or more own businesses. And so, if you are in the advice business, you get paid for the size of the problems you sell. And nobody has bigger problems than business owners." ~ Jason Early
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