Jason Early

Examiner
DISC Type : cs

Founder & CEO at RISR

Greater Philadelphia, United States

Overview

Jason Early is the Founder and CEO of RISR, a software company focused on deepening relationships between financial firms and business owners. With a background as President of BizEquity and holding a ChFC® designation, he is described by colleagues as a dynamic, determined, and entrepreneurial leader.

Jason is focused on an often-overlooked market reality: 62% of private business owners plan to transition their business to the next generation, rather than seek a flashy exit.

Personality Overview

Overcautious

Status Quo Seeker

Process Oriented

The only way to convince them is by showing them examples and ample proof.  They are always well-planned and adopt a systematic approach. Being observant comes to them naturally.

Topics They Care About

Business Owner Succession
He frequently highlights that the majority of private business owners plan for generational transition, creating a distinct need for specialized financial advice.
Adviser-Focused Tech
He is passionate about building AI-powered tools that empower financial advisors to have more strategic conversations and deliver comprehensive advice to business owners.
Financial Services Growth
Believes that for financial services firms to achieve organic growth, they cannot afford to ignore the needs of the business owner market.

Media Appearances

Jason Early - Founder of RISR. Featured in Apple Podcasts

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RISR | AI Tool Advisors Are Using to Win Business‑Owner Clients. Featured in Bradley Johnson Podcast

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RISR Marks Successful Launch With Capital Raise and Early Momentum. Featured in Business Wire

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Work History

1-2024
Founder & CEO at RISR
1-2022 - 7-2023
President at BizEquity
10-2017 - 1-2022
Chief Revenue Officer at BizEquity
6-2015 - 10-2017
VP Sales at Hoopis Performance Network
7-2008 - 6-2015
Managing Director at Creative Financial Group

Education

2004 - 2008
Education details unavailable from University of Lynchburg
2010 - 2011
ChFC® from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 16 Location : Greater Philadelphia, United States Job Level : Leadership Designation : Founder & CEO at RISR
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Jason

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Jason take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Jason

Personality Compatibility


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