Jason Early
Founder of Riser, a wealth-tech platform that helps financial advisors analyze and plan around clients' private business interests; focuses on valuation, succession, exit planning, and advisor enablement.
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Mar 31, 2026 • 36min
Jason Early: How Top Advisors Win Business Owner Clients
Jason Early, founder of Riser, builds wealth-tech to help advisors analyze and plan around clients' private businesses. He discusses how advisors can clarify business assets, act as the deal-team quarterback well before exits, and use opinionated tools to spark better conversations. He also covers timing for advising owners, prospecting strategies, and where tech should stop and advisor work begins.
