Attract new clients
Business owners, especially those in the high-net-worth demographic, often present a complex financial planning challenge due to tied-up assets and unique needs.
Serve unique needs
Business owners often have a unique set of needs compared to a standard set of clients. Among them, are separating their business and personal finances.
Guide clients through the succession planning process by visually showing how business assets will be distributed to successors.
Related resources for financial advisors
Learn how to cater to the unique needs of business owners with the power of NaviPlan.