An unlimited referral source.
The Family Meeting is THE #1 strategy that Top Advisor Jim Silbernagel attributes the majority of his success. Jim’s personal practice is located in the small town of Kewaskum, WI, and he’s been a consistent MDRT Top of the Table producer since 2000. Conduct Family Meetings to turn your business into a multi-generational referral machine!
The Benefits of The Family Meeting
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It’s the right thing to do
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Creates peace of mind within the family
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Increases value of the business
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Built-in referral source
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Clients will self-screen
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Creates planning opportunities
Resources to help you conduct a successful Family Meeting.
The Family Meeting – Power Session Advisor webinar
How to schedule, conduct, follow up & generate unlimited referrals. (Free for Premier Members – log in.)
The Family Meeting – PowerPoint Slides
Flip through a PDF of the Family Meeting presentation.
The entire Red Book: Estate & Personal Data Booklet
Premier Members: Download for free! Log in, scroll to “Helpful Resources.”
Red Book excerpt: 25 Suggested Topics to Discuss with your Health Care Agent
Start meaningful conversations with your clients.
The Real Wealth® Marketing Program
The turnkey, compliance-approved, automatic drip marketing system.
“The Money Talk” Conversation Cards
by KBK Wealth Connection
The “Grab & Go Binder”
by CareRight Solutions
The Family Estate Organizer
by Clarity2Prosperity