Ideas for Financial Advisors Serving the Small Business Owner Market

Whether broadening, deepening, or expanding your existing book of business, it is important to understand how people make investment decisions. This need is true in spades in the small business owner segment. These people are highly entrepreneurial and have an “I’d rather do it myself” attitude about all of life.

I recently read an article that deals with a number of the psychological, emotional, and transactional issues in pursuing this market segment. It is a 5-minute read that I think you will find worth the investment of time.

Visit our Course Catalog to learn more about how you can more effectively target Small Business Owners.

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