RISR

We’re thrilled to announce our latest partnership with Great Valley Advisor Group! GVA is an RIA firm dedicated to providing the most elite tech stack for its advisors and driving organic growth. This partnership will enhance the advisory services offered by GVA by providing its 180+ advisors nationwide with a powerful tool to better understand and address the needs of their business owner clients. We look forward to continuing our mission of enabling advisors to better serve business owner clients through this partnership, alongside Hirtle, Callaghan & Co., BLBB Advisors, LLC, and Jacobi Wealth Advisors. Link to today’s announcement in the comments

✨📽️ Jason Early, founder of RISR, sits down with Elena Krasnow to talk about the power of 1:1 Breakthru meetings at Future Proof and his first time at the festival. They also discuss his excitement about the momentum currently happening at RISR and how the firm is helping advisors give better advice to business owners. #boardwalktalks #FutureProofFestival

That's a wrap! We had an incredible time at Future Proof seeing many clients, partners, and friends. Shout out to Matt Middleton for hosting an amazing event.

Every owner exits their business someday in some way. The question is: Are they getting the best advice for their transition? Private business owners are transitioning in and out of their businesses more frequently than ever, creating a massive opportunity for advisors to assist them in making the best decisions possible. With the right planning enablement tools, advisors can help accomplish this for their business owner clients, as well as drive growth within their advisory firms. 🎧 Tune in to the latest episode of Bridging the Gap Podcast with Matt Reiner, CFA, CFP®, and our founder, Jason Early, to hear more about how RISR empowers the business owner’s most trusted advisor: https://lnkd.in/eVGJq5HB

RISR is headed west! We're excited to see clients and partners at Future Proof next week. We’ll be hanging out in Fintech Alley. Swing by to discover how advisors are driving meaningful conversations with business owners while delivering actionable insights. See you there!

In case you missed it: We were fortunate to be highlighted by Michael Kitces and Ben Henry-Moreland, CFP®, EA in their August issue of Financial #AdvisorTech. "As pressure continues to grow on financial advisors to further specialize and drill down into specific niches, companies like RISR are positioned well to help advisors engage with their clients in terms of what matters to them." Link to the issue in the comments.

Trust is the foundation of serving clients. But without a thorough understanding of client needs, how can advisors serving business owners build that trust? As advisors look to initiate meaningful conversations to better understand their business owner clients, our founder Jason Early lists three questions they should start with: 1️⃣ What do you consider a successful exit from your business? 2️⃣ How are you balancing diversifying your wealth with growing the business? 3️⃣ How reliant are you on a liquidity event to achieve your life goals? By addressing these key factors, advisors serving business owners have a leg up in driving deeper connections with their clients, ultimately building trust in order to serve them better. Read more insights from Jason and other industry experts in Jeff Berman's article for Wealth Solutions Report. 🔗 in comments

We are thrilled about the launch of our partnership with Journey Strategic Wealth and some of the coverage it received. Penny Phillips says, "Through this partnership, our advisors are able to thoroughly communicate with business owner clients and feel confident about the advice they’re giving." InvestmentNews noted, "RISR, a wealth tech provider focused on helping advisors engage with business owners, is officially on the rise as it forges a key partnership." 🔗 in the comments to coverage from InvestmentNews and Citywire RIA.

Julie Keyes represents one of the strongest voices advocating for owners to get proper advice in the exit planning space. Our Founder, Jason Early, spoke with Julie on her show Poised for Exit Podcast about how advisors can leverage RISR to power better conversations. 🔑 🗣 "One question that Jason encourages advisors to ask their clients is, “What is your dream value?” In other words, if there were no obstacles, what would you ideally love to sell your company for? Once the advisor and owner have gained clarity around the answer to this question, the advisor can then work with the owner to help him or her achieve it." Link below in the comments. 🔗

Take a listen to our founder, Jason Early, on the Fintech Impact podcast with Jason M. Pereira! "Fintech Impact is an exploration of the fintech world where we interview different fintech entrepreneurs about what they do, their story, and what their impact is on consumers, incumbents, and the industry as a whole." https://lnkd.in/eQajTCPa