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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. 

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Resources Related to this Episode:
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