Don’t Be A Victim!
March 7, 2016Set 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…
Advice for Widows
April 27, 2015According 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…
Break the Money Silence!
March 30, 2015Wealth Psychology Expert Kathleen Burns Kingsbury joins us to share her expertise on working with women and couples as an advisor. Real Wealth® Host, Jim…
Legacy Planning for a Surviving Spouse
February 1, 2014Are your clients prepared for the financial implications that the death of a spouse may have? Joining Real Wealth® this episode is Jason Smith, founder and…
Legacy Planning for a Surviving Spouse
December 30, 2013Are your clients prepared for the financial implications that the death of a spouse may have? Joining Real Wealth® this episode is Jason Smith, founder and…
The Family Money Talk
December 9, 2013One of the most effective meetings you can have with your clients is a family meeting to discuss their retirement and estate planning with their…