Episode 097: This week, Kyle Van Pelt talks with Jason Early, Founder and CEO of RISR, a wealthtech platform helping financial advisors better serve business owners. With a background in financial services, leadership, and fintech, Jason is passionate about solving complex problems and empowering advisors through data, technology, and behavioral insight.
Kyle and Jason explore why business owners are often an underserved yet high-potential client segment. Jason shares how RISR equips advisors with the tools and technology needed to navigate the complex needs of these clients—and why now is the time to tap into this fast-growing market.
In this episode:
(00:00) - Intro
(02:40) - Jason's money moment
(04:45) - What RISR is all about
(06:28) - Key tools and features RISR offers advisors
(08:23) - Why so many business owners go without financial advisors
(10:32) - What makes business owners ideal long-term clients
(12:44) - How AI powers the RISR platform
(16:49) - Prospecting strategies for engaging business owners
(18:54) - The growing industry focus on business owners
(21:50) - Future trends in financial advising