Advisor.ca | 4 Ways to Help Small Biz Clients

When it comes to advising clients, small biz investors are a whole different ballgame.

The wealth of entrepreneurs is usually tied up in the businesses they are building, inheriting or looking to sell—sometimes, all at once, says Financial Planning’s Ann Marsh.

Financial Planning recently spoke with several U.S. advisors who’ve spent decades working with business owners. Here are 4 key tips they offered: