RESOURCES

BUSINESS OWNERS

Business 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

WATCH VIDEO


MARINER CAPITAL ADVISORS

How Do We Help Advisors And Your Business Owner Clients?

DOWNLOAD PDF


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.

DOWNLOAD PDF


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.

DOWNLOAD PDF

STAY INFORMED

Have you heard the latest eposide of our podcast,Your Life, Simplified?


Additional Resources for you from
Mariner Wealth Advisors



STAY INFORMED: Have you heard the latest episode of our podcast, Your Life, Simplified?