The Family Meeting (Webinar Purchase)


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What You'll Learn

How does an advisor in a town with a population of 4,004 become a million dollar producer?

The Family Meeting is THE #1 strategy that Top Advisor Jim Silbernagel attributes the majority of his success. Jim’s personal practice is located in the small town of Kewaskum, WI, and he’s been a consistent MDRT Top of the Table producer since 2000.  During this month’s webinar, Jim will teach you how these meetings will turn your business into a multi-generational machine! Learn how to:

  • enhance the value of your practice by making connections with the next generation
  • create unlimited referrals
  • earn AUM and avoid losing it when one generation passes wealth to the next
  • strengthen relationships with existing clients

… while doing the right thing for your clients.

Key takeaways:

  • How to help your clients understand the importance of having this meeting
  • How to run the family meeting
  • What to say and how to say it

Stay on the line for live Q&A to have million dollar producing advisor Jim Silbernagel personally answer your specific questions! Jim has been successfully conducting family meetings for decades, and is currently working with his 5th generation client. Jim is also a Member of Forum 400, an elite organization comprised of leaders in production and innovation in financial services.