HOLLYWOOD, Fla. – Millions of small business owners are in need of thoughtful financial and retirement planning advice but advisors really need to understand these clients’ special needs and circumstances to offer value.
During a panel here called “Niche Markets: Small Business Owners” at Pershing’s Insite 2012 Financial Solutions Conference, Eliza De Pardo, principal and director of consulting at FA Insight, said the revenue opportunities for this group are significant but small business owners often require complicated services for both their business and personal finances.
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