Purpose of planning finances

About Episode & Marketing Content

Do you have prospects that skirt around strategizing their finances with you because they have yet to see your value in helping guide them? Jim Silbernagel and Logan Wild discuss their experiences as business partners and Financial Professionals by telling stories of the benefits they’ve helped bring to their clients.

Subject Line:

Email Content:

Quote of the Week

quote

Download graphic

“I never worry about action, but only inaction.” - Winston Churchill

Do you take action to strategize your finances? This show explains why it might be a good idea! https://realwealthmedia.com

Having about 6 years in the industry, Logan Wild’s brings a unique perspective to the financial industry. What experiences has he had coming to the game in this day and age? Find out here! https://realwealthmedia.com

Athletes need coaches to guide them along to their wins, so why wouldn’t you need a coach to support you towards your financial wins? Tune into this episode to see just how important a financial coach is! https://realwealthmedia.com

Considering creating a strategy for your finances, but not sure if reaching out to a Financial Professional is right for you? Click this link! https://realwealthmedia.com

Meeting up with a Financial Professional may feel scary, but our goal is to help bolster your financial confidence. We want our goals to align with yours! https://realwealthmedia.com

Do you take action to strategize your finances? This show explains why it might be a good idea! https://realwealthmedia.com

Having about 6 years in the industry, Logan Wild’s brings a unique perspective to the financial industry. What experiences has he had coming to the game in this day and age? Find out here! https://realwealthmedia.com

Athletes need coaches to guide them along to their wins, so why wouldn’t you need a coach to support you towards your financial wins? Tune into this episode to see just how important a financial coach is! https://realwealthmedia.com

Considering creating a strategy for your finances, but not sure if reaching out to a Financial Professional is right for you? Click this link! https://realwealthmedia.com

Meeting up with a Financial Professional may feel scary, but our goal is to help bolster your financial confidence. We want our goals to align with yours! https://realwealthmedia.com

Have you considered revisiting your financial strategy, but haven’t made any moves yet? Many people end up in the same situation. Getting over the transition from thinking to doing can be one of the hardest parts, so let’s put thoughts into action together! https://realwealthmedia.com

The difference between a Financial Professional decades in the game vs. years in the game can be massive, but so are the lessons that can be learned from either party. This podcast meets two people such as that as they discuss their experiences starting out in the industry and what the different time periods have taught them about how to best serve clients. https://realwealthmedia.com

Athletes work with coaches who support them towards achieving their best potential. When an athlete wins, it’s still down to their hard work, perseverance, and talent that got them there. This episode of our podcast brings up the metaphor of Financial Professionals as coaches: when you win through your financial strategy, you’re still the hero! https://realwealthmedia.com

In our podcast guest’s view, working with a Financial Professional for your financial approach isn’t about the sales pitch. Instead, it’s about the care they have in helping you achieve your life goals. Working with a professional can help you reach your goals. Tune in now, then reach out to your financial advisor to make sure your plans are still up to date! https://realwealthmedia.com

Reviewing your financial strategy is a big part of our relationship. Whether you’re a current client or one soon to be, call into our office to book an appointment today! Let’s talk about how we may help reach your financial goals. https://realwealthmedia.com

Quick Tips!

  • When posting, be sure to personalize the link!
    E.g. https://RealWealthMedia.com/YourName (Premier Members)
    E.g. https://RealWealthMedia.com/OrganizationName (Basic Members)
  • Post throughout the week to stay top of the mind and build engagement with your audience and clients.
  • Make sure your compliance department has reviewed this content before posting.
    (We may be doing this for you! If you’re not sure – call us at 262-626-2590.)