Modern Financial Advisor · 2026-05-28 · 31 min
Between 40 and 55% of millionaires in the United States are business owners. That's one of the biggest opportunities in wealth management right now... and most advisors are barely scratching the surface of it. In this episode, recorded live and in person at the Fearless Investing Summit in Denver, Colorado, Mike Langford sat down with Cal Parker , Managing Director at BizEquity , to talk about why now is the perfect time for financial advisors to level up their game when it comes to serving business owner clients. Cal drops some genuinely eye-opening stats and insights - including the fact that 60% of business owners have never even discussed their exit plans with their spouse. If you're not having the business valuation conversation with your clients, someone else eventually will.
Building Industry Cred by Saying Yes to Every Opportunity with Domenick D'Andrea75 / 100Getting Your Financial Business Featured in the Media with Allie Zendrian of AtoZ CommunicationsWhy Your Clients Don't Need a 75-Page Report (And What to Give Them Instead)"How Much Have You Got?" - Why the AUM Model Is on Borrowed Time | Bob Veres of Inside InformationWhy Modern Financial Advisors Must Offer Comprehensive Banking Solutions and Advice or Risk Losing Clients