Two decades ago, advisors had meaningful conversations with clients about retirement, risk tolerance...
Business owners need trusted advice, but many aren’t getting it. Research shows that 65% of small bu...
According to the Exit Planning Institute, 75% of small business owners lack a formal succession plan...
An estimated 73% of privately held companies in the U.S. plan to transition ownership within the nex...
Sixty-five percent of small-to-midsize business owners have no formal succession plan, a massive cli...
The numbers tell the story of an opportunity most advisors are missing: $7.9 trillion in business-ow...
The numbers tell the story of an opportunity most advisors are missing: $7.9 trillion in business-ow...
Business owners control approximately $9.9 trillion in assets and represent one of the most signific...
Today’s business owner market represents a massive opportunity for financial advisors. One of the mo...