The WealthStack Podcast: RISR’s Jason Earl
For many business owners, the company represents more than a line item on the balance sheet. It is their greatest source of wealth, income, identity and heritage. But critical questions in valuation, succession, equity risk, tax planning and exit are disconnected from broader financial planning.
In this episode of the WealthStack podcast, host Shannon Rosich sits down with Jason Earley, founder and CEO of RISR, to explore how technology and artificial intelligence are helping advisors bring more clarity to business owner planning. Advisors learn how to capture and analyze business data, identify risks hidden in legal and financial documents, and begin building trusting relationships long before a liquidity event occurs.
Main Receptors:
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How advisors can bring privately owned businesses more fully into the financial planning process
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How AI-Powered Document Analysis Reveals Gaps in Buy-Sell Agreements, Employment Agreements, and Insurance Policies
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Why assessment is only the starting point for conversations around wealth, risk, risk, succession and exit planning.
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How understanding business value can change retirement, tax and wealth planning conversations
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Why advisors who intentionally serve business owners build strong long-term relationships.
Resources:
Meet Shannon Rosick.
Meet Jason Early:
About our guest:
Jason Earley is the founder and CEO of RISR, a technology platform that helps financial advisors better serve business owners with business assessment, succession planning, risk analysis and AI-powered planning tools. Throughout his career, Jason has worked at the intersection of financial advisory, business owner planning and technology, with a focus on helping advisors gain a deeper understanding of privately held businesses. Drawing on years of experience working with advisors and business owners, he is passionate about arming financial professionals with the tools and information they need to provide more meaningful planning before, during and after business transitions.
