5 Questions to Ask Your Business Owner Clients and Prospects

1 Hour CFP®, CIMA®, CPWA®, RMA®

5 Questions to Ask Your Business Owner Clients and Prospects

Discover key questions to ask a business owner and earn free CFP CE credits in this insightful course for growth-focused financial advisors.

The business-owner market is a great market to explore for financial advisors who are seeking to expand their presence in the HNW marketplace. In this presentation you’ll learn five questions you should ask that will position you as a financial advisor that focuses on business owners and jettison you into deeper conversations with your business owner clients and prospects.

Take Me To The Course

Free CE Course

Course Details

3 Lessons
1 Quiz
60 Minutes
1 CE Credit

Start Course

Who Is This For?

Financial advisors seeking to elevate client conversations by understanding the needs of business owners.
Advisors looking to expand into the high-net-worth (HNW) space by building deeper, more strategic relationships with business owner clients.
Growth-oriented professionals committed to earning CE credits.

What Will I Learn?

How to have deeper conversations with business owner clients and prospects.
How to position yourself as an advisor who focuses on business owners.
Practical tips for advisors who want to expand their presence in the HNW marketplace.

95%

of executive directors of family offices say that they hired someone outside of their single-family office to do an audit, to make sure they were making smart decisions about their money.¹

Course Curriculum

Get To Know Your Clients

Exit Strategy
Team of Experts

Maximize Your Business
After Retirement

5 Questions to Ask Business Owners

This course qualifies for 1 hour of CFP continuing education credit. To receive the credit, you must take the assessment and receive a grade of 70% or higher.

Learn to Grow

Why Orion Advisor Academy

With free continuing education courses that range in topics from investment management, behavioral finance, practice management, client experience, and more, you have everything you need to learn and grow your business.