RISR

Earlier this year, we announced a partnership with Citadel Wealth Management, a division of Citadel Credit Union, equipping its advisors with the technology they need to better serve business owner clients. This partnership was highlighted in WealthManagement.com's Word on WealthTech for December 2024! Advisors can no longer ignore business-centric financial planning, and RISR enables a better understanding of how the business fits into the owners' life goals. We’re excited about what lies ahead and the opportunities we can continue to unlock for advisors and their clients in 2025. 🔗 Link to article in the comments

As the year comes to a close, advisors should engage with their business-owner clients about securing their financial futures. These discussions go beyond the surface level, touching on key areas such as retirement funding, business valuation, and succession planning. In Jason Early’s recent article, he shares some crucial topics that should be top of mind for business owners as they approach the new year: 1️⃣ What’s Funding the Future? 2️⃣ Knowing Your Business's Value 3️⃣ Diversification 4️⃣ Spotting and Addressing Risk 5️⃣ Succession Planning & Exit Strategy 6️⃣ Tax-Proofing Essentials By having these conversations, advisors can build stronger, more trusted relationships with clients—becoming partners in navigating business and retirement transitions. Read the full article in ThinkAdvisor: https://lnkd.in/gFJeB5_6

We’re thrilled to announce that RISR has been recognized 𝘵𝘸𝘪𝘤𝘦 by InvestmentNews this year: 1️⃣ 𝗕𝗲𝘀𝘁 𝗡𝗲𝘄 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗳𝗼𝗿 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀: Featured in the InvestmentNews New Technology Report, this recognition highlights our commitment to empowering advisors with innovative tools to better serve their business owner clients. 2️⃣ 𝟮𝟬𝟮𝟰 𝗥𝗶𝘀𝗶𝗻𝗴 𝗦𝘁𝗮𝗿: Our very own Jason Early has been named a Rising Star by InvestmentNews, earning a spot among the top wealth management professionals under 40. Jason’s visionary leadership has been instrumental in shaping RISR’s mission to redefine financial advice and strengthen advisor-client relationships. These awards are a good reminder that the financial services industry desperately needs better tools and technology for the business owner. 🔗 Link to the awards in the comments

We’re proud to sponsor the #AdviceTechLIVE virtual event hosted by Asset-Map this week. On Wednesday afternoon, Cory Siegfried and Dan Wilson will showcase RISR's platform and capabilities on the main stage! Click the link below to register for the free event and learn more. https://lnkd.in/dHTs5SF

Today we announce our partnership with Citadel Wealth Management, a division of Citadel Credit Union, and we’re thrilled to be serving business owners in our own backyard! By adopting RISR, Citadel equips its advisors with the resources they need to better serve business owner clients and foster economic development in the greater Philadelphia area. Additionally, we’ve expanded our wonderful team! Brandon Tolle joins as Chief Technology Officer, and Dan Wilson as Head of Sales, helping us to further accelerate growth by enhancing our product and go-to market function. Through this partnership and the expansion of our leadership team, we continue our commitment to breaking barriers between advisors and their business owner clients, pushing toward a brighter future for advice. Check out the link in the comments for the full release

Over a third of business owners plan to exit their businesses in the coming years, yet only 34% have a succession plan in place. Our founder and CEO, Jason Early, recognizes the urgency of providing holistic advisory services tailored to private business owners. In his latest article with WealthManagement.com, Jason emphasizes the importance of a strategic and empathetic approach to bridge the service gaps that currently exist. https://lnkd.in/egdjtBzS

We’re thrilled to announce our latest partnership with Great Valley Advisor Group! GVA is an RIA firm dedicated to providing the most elite tech stack for its advisors and driving organic growth. This partnership will enhance the advisory services offered by GVA by providing its 180+ advisors nationwide with a powerful tool to better understand and address the needs of their business owner clients. We look forward to continuing our mission of enabling advisors to better serve business owner clients through this partnership, alongside Hirtle, Callaghan & Co., BLBB Advisors, LLC, and Jacobi Wealth Advisors. Link to today’s announcement in the comments

✨📽️ Jason Early, founder of RISR, sits down with Elena Krasnow to talk about the power of 1:1 Breakthru meetings at Future Proof and his first time at the festival. They also discuss his excitement about the momentum currently happening at RISR and how the firm is helping advisors give better advice to business owners. #boardwalktalks #FutureProofFestival

That's a wrap! We had an incredible time at Future Proof seeing many clients, partners, and friends. Shout out to Matt Middleton for hosting an amazing event.

Every owner exits their business someday in some way. The question is: Are they getting the best advice for their transition? Private business owners are transitioning in and out of their businesses more frequently than ever, creating a massive opportunity for advisors to assist them in making the best decisions possible. With the right planning enablement tools, advisors can help accomplish this for their business owner clients, as well as drive growth within their advisory firms. 🎧 Tune in to the latest episode of Bridging the Gap Podcast with Matt Reiner, CFA, CFP®, and our founder, Jason Early, to hear more about how RISR empowers the business owner’s most trusted advisor: https://lnkd.in/eVGJq5HB