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
It’s the right thing to do
Creates peace of mind within the family
Increases value of the business
Built-in referral source
Clients will self-screen
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 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