06.06.23
Financial Advisors Should Target Business Owner Clients, Nationwide Says
by: Karen DeMasters
Small and mid-size business owners should be prime targets for financial advisors, according to the Nationwide Retirement Institute. The owners have different ideas about the future and need assistance navigating through it, a Nationwide Retirement Institute survey found, causing them to look for assistance, which presents an opportunity for financial firms that want to grow. Financial advisors have a number of ways to grow their firms by adding small and mid-size business owners as clients, Juan Jose Perez, president of Nationwide Corporate Solutions, said. The advisors should let business owners know they can create a network of experts for them and they can save the business owner time. “They can also provide perspective that the business owner does not have,” Perez added.
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