Business
Eight in 10 Small Business Owners Say Financial Professionals Drive Smarter Decisions
NEW YORK, October 21, 2025--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today released a new study, "The Advantage of Advice: How Small Business Owners Navigate Growth, Retirement and Workplace Strategies."
About this update from Equitable Holdings, Inc.
[{"type":"image","alt":"","displaySize":"","headline":null,"caption":"","credit":null,"className":"","disableSlideshowImg":false,"size":{"original":{"width":480,"height":251,"url":"https://media.zenfs.com/en/business-wire.com/0b32e9d40f10f3debb50dea2f96f651a"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/.KI.IudMEp0ArilHMeSjAQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTUwMjtjZj13ZWJw/https://media.zenfs.com/en/business-wire.com/0b32e9d40f10f3debb50dea2f96f651a","width":480,"height":251}},"lazy":false},{"type":"text","content":"Equitable and SCORE study finds small business owners who work with a financial professional expect to retire seven years earlier","length":129,"tagName":"p","attribs":{}},{"type":"text","content":"NEW YORK, October 21, 2025--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today released a new study, "The Advantage of Advice: How Small Business Owners Navigate Growth, Retirement and Workplace Strategies."","length":307,"tagName":"p"},{"type":"text","content":"In partnership with the SCORE Association, the largest small business mentoring and education organization in the United States, this independent study surveyed more than 700 small business owners. It explored how trusted advisory relationships — particularly with financial professionals — influence decision-making, shape planning strategies and contribute to long-term business success.","length":389,"tagName":"p"},{"type":"text","content":""Running a successful small business is challenging, and our research shows that owners feel more confident when they have an experienced financial professional by their side," said Jim Mellin, Head of Advice and Wealth Management for Equitable Advisors. "Those who value advice are more resilient, grow their business faster, retire earlier and build stronger teams compared to small business owners without that support. The advisor relationship is not just helpful — it’s often the catalyst for sustained success."","length":537,"tagName":"p"},{"type":"text","content":"Small businesses are the backbone of the American economy, representing 99.9% of all U.S. businesses and employing nearly half of the private-sector workforce — approximately 59 million people.i In today’s constantly shifting business environment, small business ow...