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RISR and The American College of Financial Services Partnership Enhances Financial Education and Business Insights for Advisors

Strategic Insights

— 1 min read

Financial advisors seeking to better serve their business owner clients now have access to specialized education and powerful technology thanks to a new strategic partnership between RISR and The American College of Financial Services. This alliance combines expert instruction with actionable tools, enabling advisors to address the complex needs of their clients. The partnership aims to elevate advisor impact and improve outcomes for business owners, who are vital contributors to the US economy.

Key Takeaways:

  • Financial advisors who complete The College's Business Succession Planning Certificate Program will receive complimentary access to a business insights report from RISR, providing a robust overview of valuation, risk, and growth opportunities for their clients.
  • The partnership puts specialized education and technology-enabled insights in the hands of advisors, enabling them to confidently guide clients through critical transition moments.
  • Over 70% of privately held businesses are expected to change hands in the next decade, leaving many business owners unprepared to exit successfully, presenting a significant opportunity for advisors.
  • The partnership reflects both organizations' commitment to driving better decision-making, smoother transitions, and more secure financial futures for business owners.
  • Financial professionals interested in comprehensive planning engagement tools for business owner clients can book a demo with RISR; professionals interested in The College's Business Succession Planning Certificate Program can learn more.

Statistics:

  • 70% of privately held businesses are expected to change hands in the next decade (based on the high demand for business planning and succession guidance).
  • RISR is a first-of-its-kind engagement platform founded in 2024 by financial industry veterans.
  • The American College of Financial Services has educated over 200,000 professionals across the United States through its certificate, designation, and graduate degree programs.

Sources:

  • BusinessWire. (2025). RISR and The American College of Financial Services Partnership Enhances Financial Education and Business Insights For Advisors. https://www.businesswire.com/news/home/20250624583577/en/
  • The American College of Financial Services. About Us. Retrieved from TheAmericanCollege.edu
  • RISR. About RISR. Retrieved from risr.com

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