
Jason Early
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Jul 29, 2026
Middle Mini (Our Baby is ONE!)
7 MINS LATER
The WealthStack Podcast: Helping Advisors Serve Business Owners with RISR’s Jason Early
6:39
6:49
7:04
7:10
15:01

Shannon RosickHOST
And just quickly, for listeners who may not be familiar with Riser yet, and they certainly should be, just explain high level the solution that, that you're offering.

Jason EarlyGUEST
So, you know, w- it's a business owner engagement platform, and one of the, one of the chief challenges that advisors have when giving advice to business owners is that they typically treat that asset like every other asset on the balance sheet, and that's insane, number one.

Jason EarlyGUEST
But two, they just don't have clarity into it, and so business owners traditionally have data that's disparate and disorganized.

Jason EarlyGUEST
And so again, if you're not able to see through that asset, it can be impossible to give quality advice.
8 MINS LATER

Shannon RosickHOST
What does owner engagement mean and why is that different from traditional financial planning?
242 Jason Early / The $50 Million Conversation Most Advisors Never Have
18:24
18:57

Jason EarlyGUEST
And so I think that there's, there is, again, there are certainly business owners in your book of business, but You know, one good litmus test is like if you were to say, "What's my next client look like? Is that a business owner or is it not?" Right? So to the extent you want it to be, the, the best in this space, um, have a really tight understanding of their ideal client profile.

Jason EarlyGUEST
You know, I think from-- in financial services, people are, are, are talking about it more.
9 MINS LATER

