How Financial Advisors Can Grow Their Business by Serving Entrepreneurs In Transition

from Modern Financial Advisor · host Truelytics by Envestnet

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.

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This episode is 57 minutes long.

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This episode was published on February 2, 2022.

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