Unlocking the Business Owner Market: Strategies for Financial Advisors
- Titleist Advisor Network
- Dec 1, 2025
- 3 min read
Insights from Jason Early on Valuation, Risk Management, and Client Engagement
Unlocking the Business Owner Market: Strategies for Financial Advisors
Key Themes:
The untapped potential of business owners
Importance of personalized financial advice
Managing risks in business ownership
Leveraging technology for deeper client engagement
The Value of Business Owners in Financial Advisory
In the latest episode of The Resilient Advisor Podcast with Jay Coulter, Jason Early, CEO of RISR, emphasizes the immense value of business owners as clients. As Jason points out, “The reality is those are the wealthiest people.” Advisors often overlook this segment, despite their wealth potential and unique needs. By understanding the business owner's perspective, advisors can tap into an underserved yet lucrative market.
The Importance of Business Valuations
Business owners frequently lack proper valuations and personalized financial advice. Jason notes, “Most business owners have never had a true valuation.” By leveraging tools like Titleist’s TAM360, advisors can effectively analyze and communicate business valuations, ensuring they meet client goals. This not only helps clients understand their current worth but also aligns their financial planning with future aspirations.
Managing Risks for Business Owners
Jason highlights that advisors must go beyond traditional asset management. He explains, “There is risk to be managed,” particularly concerning equity and operational risks. Many business owners are unaware of these risks, which can significantly impact the value of their businesses. By addressing these issues, advisors can offer comprehensive, tailored advice, ultimately enhancing client trust and loyalty.
Embracing Technology for Better Client Engagement
The integration of cutting-edge technology is essential. Jason emphasizes, “We've made that super simple and streamlined.” Advisors can utilize platforms like RISR to streamline data capture and deliver impactful insights, ultimately improving their service offerings. This technology allows advisors to engage with clients in a more meaningful way, providing clear, actionable recommendations based on data.
The Culture of Independence at Titleist
Titleist fosters a culture that promotes advisor independence and growth. As Jason mentions, “Since 2003, we've been private equity free,” highlighting Titleist’s commitment to helping advisors build real equity in their firms. By providing the necessary tools and support, advisors can better serve business owners while maintaining their independence.
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