Real Wealth^® Monthly

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…

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…

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…

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…

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…

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?…

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!…

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…

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…

This month’s show is a must listen for both you and your clients! We’re talking business valuations and exit strategies. Why is this important for…

The time to get your fiscal house in order is when the economy is going well. You know that the economy is going well now…

Why do we have so many shows on Life Insurance? Because not enough people care about it! Nobody wants to think about dying, and nobody…