Advisors Are Missing the Biggest Asset with Jason Early, Founder & CEO of RISR

Most advisors want to serve business owners — but many still lack the tools, data, and confidence to advise them well.In this episode of AI for Advisors, Mark Heynen and James Cantwell talk with Jason Early, Founder & CEO of RISR, about why business owners remain one of the biggest missed opportunities in wealth management.They discuss how advisors can move beyond rough business valuations, use better data to create deeper planning conversations, and help owners think through succession, exit planning, risk, and long-term goals.They also explore how AI is changing the advisor’s role, why relationship-building still matters, and why technology should support trust — not replace it.Featuring Jason Early, Founder & CEO of RISR.