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How Financial Advisors Can Grow Their Business by Serving Entrepreneurs In Transition

Mike Langford
Feb 3, 2022

 


We talk a lot about advisor transitions on the Modern Financial Advisor Podcast but in this episode, we are going to invest some time exploring how financial advisors can grow their business by helping entrepreneurs and business owners with their transitions.

My guest Laurie Barkman, CEO of SmallDotBig is an exit planner who specializes in helping owners of small to mid-size companies with their succession plans and M&A strategies.  As you'll hear, there is a tremendous opportunity available to you and your firm by serving business owners in transition.

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BTW: Many of the recommendations and strategies Laurie offers are also applicable to financial advisors who are on the cusp of their own transition. 

Subscribe to the Podcast! The Modern Financial Advisor Podcast is available on Apple Podcasts, Spotify, Apple PodcastsSpotifyGoogle PodcastsAlexa,  SoundCloudStitcherTuneIn, or if you prefer video you can find it on YouTube.

Resources Related to this Episode:
Below is a list of resources mentioned in this episode or related to the topics we discussed: 

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.
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