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…

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…

Is real estate the forgotten asset class? Here to discuss the value in real estate is Ryan Parson, Chief Investment Officer at Heritage Capital USA,…

Joining us is Van Mueller, Main Platform Professional Speaker, MDRT Member, 21+ Year Top of the Table Qualifier and 40+ year industry veteran. With market…

Buying a home can come with a lot of long-standing financial consequences if not properly thought through. Joining Real Wealth® is Real Estate Expert Scott…

A new regulation facing the industry, set to impact a vast percentage of Americans: the “Best Interest Contract.” Based on a three-party agreement between client,…

According to 2011 Spectrem Group research, 70% of widows leave their financial advisor after their husband dies. Why are they unhappy? This week’s guest is…

This episode’s guest is Greg Gagne, who Jim met at the NAIFA National Conference in San Diego in September. Greg spoke on the main stage,…

This episode’s guest is Simon Reilly, Founder of Leading Advisor, Inc., international values and behavioral analyst, business coach, speaker, and author with 25 years of…

Retirement expert Tim Kiesling joins us on Real Wealth® again to continue our talk on the good, the bad and the ugly of annuities. Last…

Whether good or bad, everyone seems to have a strong opinion about annuities. We’ve invited Tim Kiesling to talk with us about the pros and…

When all we hear on the news is negativity, it can be a tough decision for investors to take advantage of the low interest rates…