Real Wealth® Monthly

6 reasons businesses fail to successfully sell

November 1, 2019

Business owners stink at planning for retirement! They invest everything into their business and then count on the sale of their business to fund their…

Don’t dodge the bullet

October 1, 2019

Do your clients avoid the family meeting or discussing contingency plans because they just don’t want to think about it? Share this episode so your…

The Red Zone

September 1, 2019

You should plan your retirement at least 10 years in advance if not more, but many people don’t take the time to do so. This…

For better or for worse.. the divorce dilemma.

August 1, 2019

Is your client contemplating divorce? Show your community that you are a financial resource in good times and bad by sharing this helpful episode featuring…

Purpose through philanthropy

June 30, 2019

The parents transfer the wealth to their children, the children don’t know how to appropriately handle the wealth, the children spend all the money and…

The Ultimate Gift

June 1, 2019

So many people get swept up in acquiring money that they forget the real reason behind the products and services you provide. Let this episode…

Mythbusters: Disability Insurance edition

May 1, 2019

Do you find that when you ask your clients if they have disability insurance, they scratch their head and mumble something about a work policy?…

Password protected: access denied

April 1, 2019

It’s likely that a lot of your clients do their banking and other important tasks online, and those people won’t want to miss this episode!…

Top reasons to get life insurance

February 1, 2019

When shopping for a new gadget, you turn to the consumers for reviews. Newsflash – your clients are probably the same way! On this week’s…

How to enhance the value of your business (part 2)

January 1, 2019

Last month, we had Scott Bushkie on to talk about enhancing the value of your business. This month, he’s on for a part two to…