How Financial Advisors Can Grow Their Business By Serving Entrepreneurs in Transition

by | Feb 13, 2022

Succession
Stories
Podcast

How Financial Advisors Can Grow Their Business By Serving Entrepreneurs in Transition

by | Feb 13, 2022

Laurie Barkman joined Mike Langford on the Modern Financial Advisor Podcast to explore how financial advisors can grow their business by helping entrepreneurs and business owners with their transitions. BTW: Many of the recommendations and strategies Laurie offers are also applicable to financial advisors who are on the cusp of their own transition. 

The Modern Financial Advisor podcast, by Truelytics, explores topics related to transition management and business optimization for the wealth management and insurance industries.

Original post credit to truelytics. Read the original post here:

https://blog.truelytics.com/how-financial-advisors-can-grow-their-business-by-serving-entrepreneurs-in-transition

We talk a lot about advisor transitions on the Modern Financial Advisor Podcast but in this episode, we are going to invest some time exploring how financial advisors can grow their business by helping entrepreneurs and business owners with their transitions.

My guest Laurie Barkman, CEO of SmallDotBig is an exit planner who specializes in helping owners of small to mid-size companies with their succession plans and M&A strategies.  As you’ll hear, there is a tremendous opportunity available to you and your firm by serving business owners in transition.

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