Tools for Business Success

Have you ever found yourself wondering what the steps are for taking your business to the next heights? Whether your pain point is in business structure, marketing, sales, or even more niche topics like estate planning, Jim and Angela Silbernagel are on the case to share some of the most impactful strategies and tools they’ve implemented in their practice. Get into your own “growth mode” this month!

Key Takeaways:

  • The benefits of running a holistic advisory practice
  • How leveraging current events could impact your sales
  • Strategies for helping clients truly understand your value
  • Tools for more automated and cheaper work
  • How to retain clients for generations

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Helpful Resources:

  • Contact us for information on an Assessment Packet to share with clients from Scott Winter!
  • Take advantage of this FREE GIFT with many resources on how to get started on the strategies and tools discussed in this webinar. It includes:
    • Jim’s Presentation Slides “Running a Successful Advisory Practice”
    • Family Meeting Training webinar
    • New Year Tax Planning Opportunities webinar
    • Roth Conversion Strategy webinar
    • Why They Buy webinar
    • Copy of “The Red Book”
    • Links to the top 3 most impactful books to read on business

What Advisors Think of this Session

Topic Rating
Presenter(s) Rating

We asked participants: What’s the one best thing you learned from this presentation? What are you going to do differently in your business now that you’ve heard these ideas?

Joe Swiderski – “I can relate to all the things discussed today about getting sidetracked with all the things that come with being an agent advisor. I want to get a better focus. If you feel you are doing ok, then you get soft. I am a one person office and get distracted and off track. My goal is stay focused more of the time. Thanks for all the good information today! I’m going to have weekly, quarterly and annual accountability and success meetings. Hold myself to standards and have BHAGs.”

Mark Pernicano – “Jim’s presentation was very good, pertinent info and tools.”

Kym Housley – “Ask more questions.”

Joseph Aragona – “Review Taxes rate and tax brackets.”

R Allan Jensen – “Get with client’s on the upcoming tax changes.”

Tonya White – “Processes/practices/tools used to be more diversified and add more value to clients. I really liked the graphic you show clients, I may create something similar.”

Steve Milazzo – “Delegate more. Reassess roles & duties.”

Robert Priganc – “Growing never ends it changes.”

Russ Grzywinski – “The amount of resources that you have available to advisors to help us serve our clients and improve our businesses. The wealth of information and education that you share is invaluable and much appreciated! Thank you.”

Joe Anthes – “Inform my clients of the changes with the Secure 2.0 legislation and the many tax advantages available to them now and for retirement! Thank you…As always you all do a great job and your efforts and presentations are greatly appreciated!!!”