# How Financial Advisors Can Win More Business Owner Clients

Page: https://stenobird.com/podcast/modern-financial-advisor-12900/how-financial-advisors-can-win-more-business-owner-clients
Text version: https://stenobird.com/podcast/modern-financial-advisor-12900/how-financial-advisors-can-win-more-business-owner-clients.md
Podcast: [Modern Financial Advisor](https://stenobird.com/podcast/modern-financial-advisor-12900)
Published: 2026-05-28T23:32:47+00:00
Episode link: https://www.finservmarketing.com/modern-financial-advisor-podcast/how-financial-advisors-can-win-more-business-owner-clients
Audio file: https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/59242545-9d6a-4742-957b-3a9b835d82c5.mp3
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JSON: https://stenobird.com/v1/public/podcasts/modern-financial-advisor-12900/episodes/how-financial-advisors-can-win-more-business-owner-clients
Duration seconds: 1887

## Resource

Between 40 and 55% of millionaires in the United States are business owners. That's one of the biggest opportunities in wealth management right now... and most advisors are barely scratching the surface of it. In this episode, recorded live and in person at the Fearless Investing Summit in Denver, Colorado, Mike Langford sat down with Cal Parker , Managing Director at BizEquity , to talk about why now is the perfect time for financial advisors to level up their game when it comes to serving business owner clients. Cal drops some genuinely eye-opening stats and insights — including the fact that 60% of business owners have never even discussed their exit plans with their spouse. If you're not having the business valuation conversation with your clients, someone else eventually will. What we cover in this episode: Why advisors struggle to advise business owner clients beyond investment strategies — and what to do about it How a single free business valuation can land a multi-million dollar client relationship The new Exit Valuation Module from BizEquity and how it helps advisors have more proactive, forward-looking planning conversations What "exit readiness" really means — and why it's about so much more than the numbers The first-ever Private Company Valuation Index — launched in partnership with the American City Business Journals — and how advisors can use it for smarter prospecting Cal's crystal ball take on where business owner planning is headed over the next 2–5 years If you work with business owners — or you want to — this episode is for you. Connect with Cal on LinkedIn and learn more about what BizEquity is building at bizequity.com . Chapters: 00:00 Teaser — Why advisors can't afford to ignore this conversation 01:19 Intro 02:42 Welcome & meeting in perso…

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