In this episode of Bridging the Gap, Matt Reiner is joined by Jason Early to explore how technology and data integration are reshaping the financial advisory landscape. Jason explains how AI-driven solutions are enhancing the efficiency of data management, from importing and analyzing financial statements to syncing seamlessly with accounting systems. By aligning financial data with business goals, advisors can deliver more tailored, high-quality advice, which is becoming increasingly essential as business ownership transitions, particularly among baby boomers, continue to rise.

The discussion also delves into the challenges of building robust platforms in a regulated industry and the importance of assembling a team that reflects the company’s core values. Jason emphasizes the need for adaptable, insightful tools that can assist advisors with valuation, succession planning, and more. By staying ahead of technological trends and proactively engaging with business owners, advisors can position themselves as indispensable partners in their clients’ financial journeys.

Throughout the episode, both Matt and Jason highlight the significance of adopting a growth mindset—embracing the idea of having a “get to” job rather than a “got to” one. This shift in perspective fosters motivation and continuous improvement, key factors in driving long-term success for both advisors and their clients.  

Timestamps From This Episode

[13:14] Skillset gaps and client perceptions create challenges in serving business clients effectively. Financial advisors who effectively coordinate with a team of professionals around business owners experience notable growth and generate referrals beyond expectations.

[18:01] Empowering advisors to offer comprehensive, holistic financial planning for owners is a key factor to success. We, as leaders need to help advisors grow in this aspect.

[23:39] Seamless data analysis fosters meaningful and relevant advisor-owner business conversations.

[24:37] AI-integrated accounting systems effectively extract, analyze, and interpret financial data, aligning it with user goals and insights. AI enhances data insights through natural conversation integration.

[33:11] Mindset and managing self-doubt are crucial; turn passions into professional successes, guided by higher beliefs.

Host

Matt Reiner, CFA, CFP®

I’ve been fortunate to be around the wealth management business for over 25 years. Along with this, I’m also the CEO of a tech startup. These experiences have given me a bird’s eye view of both the technology and financial services spaces.

Guest

Jason Early , Founder @ RISR

Jason Early, a seasoned entrepreneur and industry visionary, is the founder of Riser, a forward-thinking company poised to revolutionize the market. Known for his insightful perspectives on business transitions, organic growth, and cutting-edge technology, Jason brings a wealth of experience and a fresh approach to every venture. His passion and expertise make him a sought-after voice in the industry, with a potential to drive impactful changes.