Why Business Owners Aren’t Getting the Financial Advice They Really Need

Many business owners under-utilize financial advisors—not due to lack of need, but because of time constraints, mental overload, and a focus on immediate concerns. Meanwhile, advisors often prioritize personal investments over business needs, driven by compensation models that favor liquid assets. Our latest paper explores this disconnect and offers actionable solutions—from aligning advice with business values to using AI for better engagement.

Read the full paper here: Link