PAi's account system is currently down for scheduled maintenance. We apologize for the inconvenience and will bring the account system back up soon.
According to a study done by The American College, 6 out of 10 small business owners have not consulted with a financial advisor. And 3 out of 10 of these small business owners have not estimated how much capital they will need to have a comfortable retirement. Most small business owners understand how a financial advisor can help them, but don’t believe they have the time to meet with one. If you can provide some of the services outlined below you will be in a good position to add more small businesses as clients to your practice.
The opportunity in the small business marketplace is large. By shifting your focus to it you open up more doors for business to come through, including ancillary business and referrals.