Real Wealth® Weekly
10 Common Mistakes When Naming Powers of Attorney
April 10, 2017In addition to the threat of robo-advisors and cheap online services, there’s cheap and easy online legal documents as well! On this episode of Real…
How Good Credit Saves You Money
April 3, 2017Your clients & prospects love getting good-to-know tips from you in addition to your products and services, so show them you care about their overall…
The Real Cost of Saving Money on Insurance
March 27, 2017In this digital age, prove to your clients how valuable your face-to-face advice really is by sharing this episode of Real Wealth®! Our host Jim…
Inheritance Gone Wrong
March 20, 2017Nothing explains the importance of a solid estate plan better than stories of those who didn’t quite get it right. On this episode of Real…
What Does the Internet Say About You?
March 13, 2017It’s likely that your prospective clients are researching you online, so what are they finding? They may find some great reviews on sites like the…
No Necktie Needed
March 6, 2017NAIFA Past President Juli McNeely joins Real Wealth® to discuss her new book “No Necktie Needed.” In the book and on this episode, she discusses…
Tuition on Sale!
February 27, 2017If you have clients with kids then you know how concerned they are for their kids’ education. They may even be saving or investing, but…
Top 10 Tech Tips to Stay Safe
February 20, 2017While this podcast on cyber-security is a great episode to share with your clients & prospects, be sure to tune in yourself to get some…
Nest Eggs Beware!
February 13, 2017If your clients and prospects still don’t grasp the emotional and financial toll chronic illness can take on their family and their funds, then share…
Alternative Investment Options
February 6, 2017If you know anyone who is looking to diversify with Real Estate, then this is a great podcast to share! Ryan Parson, National Speaker on…
Big Changes Coming 2017: The Pros & Cons
January 30, 2017Have you begun to communicate the impact of the DoL rules to your clients & prospects? Since it is a highly complex and political issue,…
5 Financial Misconceptions
January 23, 2017Are your clients and prospects being misled by financial celebrities and bad one-size-fits-all advice? Are they getting emotional with their money and having a hard…