Is Walnut Street For You?

Find out if we are good fit for each other

Written by Kevin Riccio on 3/2/2021

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Are you a small and medium sized business owner who wants to grow their business and build a high-value, sellable asset? You are an expert in your profession, not financial experts, and need an advisor/partner to speak to them in plain language. They experience one or more of the following challenges:

Challenge #1:

Most businesses rely on the business owner, or the business falls apart. This is a common challenge for small businesses, especially when the owner is wearing too many hats and doesn’t have a team of support. A financial advisor can help the business owner to develop a plan to delegate and automate tasks, so that they are not as essential to the day-to-day operations of the business.

Challenge #2:

Most businesses experience that they’re facing a Catch-22 situation. They can’t grow their business without more money, but they can’t get more money without growing their business. A financial advisor can help the business owner to develop a financial plan that will help them to achieve their growth goals without breaking the bank.

Challenge #3:

Most business owners don’t have a simple way to understand what’s working and what’s not working in their business. This can make it difficult to make informed decisions about how to grow the business. A financial advisor can help the business owner to develop a system for tracking their financial performance and identify areas where they can improve.

Challenge #4:

The business owner does not have clear goals. It’s hard to know where you’re going if you don’t know where you want to end up. A financial advisor can help the business owner to set clear financial goals for their business and develop a plan to achieve them.

Challenge #5:

Business owners want to be successful – however, they do not have a clear path to follow to have a growing and more profitable business. It can be daunting to know where to start when it comes to growing your business. A financial advisor can provide the guidance and support that the business owner needs to develop a successful plan for growth.

If you are a financial advisor, your target audience is small and medium business owners who experience one or more of the challenges listed above. You can reach this audience by attending industry events, networking with local business organizations, and offering free consultations. You can also create blog posts, articles, and webinars that address the specific challenges that small business owners face.

By understanding the needs of your target audience, you can better position yourself to provide them with the financial advice and support they need to achieve their goals.