Get exclusive updates as we build the industry’s first automated, multi-account Unified Managed Household. SIGN UP NOW
wealthtech on deck podcast - Jason Early

Turning Advisors into Trusted Business Partners with Jason Early

Listen on Apple Podcasts

Listen on Spotify

For decades, financial planning has focused on individuals and families, often overlooking the unique needs of business owners. However, the need for expert financial advice has become more significant as boomers become more involved in business and the trend toward private company ownership grows. Recognizing this demand, RISR seeks innovative solutions to empower business owners and the financial advisors who serve them.

In this episode, Jack Sharry talks with Jason Early, Founder of RISR. They discuss how RISR empowers and deepens the relationships between business owners and financial advisors. They explore how the company provides a comprehensive solution for business owners and uses technology and human advice to enhance the advisor-client relationship.

SEI LifeYield /></a> <span style=info@lifeyield.com
SEI LifeYield  |  175 Federal Street, 7th Floor  |  Boston, MA 02110
© 2024 SEI®. Services provided by SEI Investments Company through its affiliates and subsidiaries.  |  Privacy Policy  |  Terms of Use
Services provided by SEI LifeYield, LLC, an unregulated subsidiary of SEI Investments Company (SEI). Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.