RISR Partners with The American College of Financial Services on Specialized Education
RISR this week announced a strategic partnership with The American College of Financial Services, to enhance how financial advisors serve business owner clients.
As part of the collaboration, financial advisors who complete The College’s Business Succession Planning Certificate Program will receive complimentary access to a business insights report from RISR.
“Advisors working with business owners are in a unique position to influence outcomes that directly impact retirement, legacy and generational wealth,” said Jason Early, founder and chief executive officer of RISR. “This partnership with The American College of Financial Services puts the right resources in their hands—specialized education and technology-enabled insights—so they can step confidently into their role as planning leaders during critical transition moments.”
SEE ALSO:
Corporate Roundup: SEC Names IM Director, CAPTRUST Brings in M&A Leader
Corporate Roundup: JULY Acquires EIP, Nationwide Unveils Digital Experience
Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.
