Real Wealth®

Conquer the 18 Risks in Retirement

June 9, 2017

Do you know the 18 risks your clients, and you, face in retirement? The American College released a report of everything you and your clients…

Fast & Furious Sales Ideas with the Living Legends Panel

June 10, 2016

What this session covers:

Tools of a Top of the Table Advisor

February 12, 2016

To be the best advisor, you also need to be a great business person. These three tools will help you propel your business to new…

Out-of-the-Box Thinking: Charitable Planning Opportunities for the Middle Class

January 8, 2016

If you’re not already Top of the Table, the ideas from this 1 hour session will get you there. Top of the Table Advisor Jim…

The Main Street Philanthropy Experience

October 10, 2014

Would you like to breathe life into your practice and the lives of your clients?  Would you like to create an environment that fosters deeper communication,…

Trust & Communication when Transferring Wealth within the Family

April 11, 2014

Whether you are selling your ideas to one person, a small group or a large audience, your ability to communicate well is one of the…