BUSINESS OWNERSBusiness owner clients have complex needs – Are your clients prepared to meet them? Because business owners may be inclined to change financial advisors after the sale of their business, it is vital to help ensure they are receiving the service and support they need throughout the life of their business. By taking a proactive business consulting approach, Mariner Wealth Advisors can serve as your partner in supporting business owner clients, with an ultimate goal of improving your retention, long after the sale of the business.
CARES ACT & PAYCHECK PROTECTION PROGRAM
A Summary for Small Business Owners
MARINER CAPITAL ADVISORS
How Do We Help Advisors And Your Business Owner Clients?
TIPS FOR IDENTIFYING AND WORKING WITH BUSINESS OWNER CLIENTS
There is a large number of business owners in the United States; however, studies show these individuals often lack the guidance they need to successfully transfer, sell and/or value their business. Here are some things your clients should consider.
DISCOVERY QUESTIONS FOR BUSINESS OWNERS
Below is a list of questions that may be helpful when working to assess the needs of your business owner clients.