Expert Tips for Financial Advisors to Engage with Business Owners | The Deep Dive | S1 E1

Welcome to The Deep Dive, where host Jay Hummel, co-founder of the Wealth Advisor Growth Network, interviews financial industry leaders to help advisors and firms deliver better outcomes for clients, while increasing revenue and the value of the their firms.

In this first episode, Jay is joined by Geoff Eliason from SDR Ventures, as they provide crucial insights for financial advisors and business owners looking to thrive in today’s dynamic financial landscape. Discover actionable strategies and expert advice to navigate the complexities of the money world like a pro.

00:08 Introduction
1:22 Baby Boomer Wealth Transfer
2:52 Importance of Financial Advisors Who Focus on Business Owners
6:30 Financial Impact of Big Sales
10:40 Strategies for Financial Advisors to Engage with Business Owners
14:37 How to Get in Touch

Expert Tips for Financial Advisors to Engage with Business Owners

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