Real Wealth^® Weekly

A Financial Professional’s worst nightmare is a client who doesn’t have their documents organized. To help you explain how important it is to have critical documents safe…

Are your female clients becoming more and more involved in financial strategizing? Learn from Heather Lindsley, LUTCF, as she explains the unique issues facing women and finance….

Are your clients choosing their IRAs wisely and, more importantly, and they starting their IRAs early enough? It can be difficult for laypeople to understand the intricacies…

Are your clients saving enough retirement money for 20, 30, or even 40 years? Help them enjoy that hard-earned retirement money by promoting a healthy lifestyle in…

“Rich Dad” Robert Kiyosaki joins Real Wealth® once again!  Author of the Best Selling Personal Finance book “Rich Dad Poor Dad” and more recently “Second…

Set yourself apart from the competition, and show your clients that you’re concerned about more than just their money!  This week on Real Wealth® we…

Are you losing clients to unregulated celebrity financial “gurus” like Dave Ramsey and Suze Orman? Let Michael Markey, Top of the Table Advisor and Co-Founder and…

As a Financial Professional, your time with clients can seem to be all about numbers. Show your networks the meaning of real wealth by sharing this episode…

Have you discussed business over lunch with a colleague or taken a client to the driving range? You probably know that those expenses are tax…

Do your clients have family members with special needs? Our guest Mary Anne Ehlert, CFP® experienced first-hand how difficult legacy planning can be when it comes to…

Are your clients afraid of another recession and losing more money? Let Van Mueller explain that an economic downturn means opportunity – not loss! Van is an…

Another MDRT Main Platform speaker joins Real Wealth® all the way from the UK! Kevin Gaskell had an awesome presentation called “Great to Greater,” in which…