Advisorist Podcast

EP 17: Strategies to Combat Financial Illiteracy within the Sound of Your Voice

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Jim Silbernagel is more than a certified financial planner and insurance agent; he’s also a fighter. He is fighting to raise the financial literacy of people within the sound of his voice.

In this episode, Jim shares his ideas on diversification, collaboration and communication:

  • How do you approach business: transactional or holistically? And why it may matter.
  • A strategic collaboration that gives advisors a role in estate planning.
  • Why your competition may be getting your business, and what you can do about it.
  • Understanding the power and potential in family financial meetings.
  • The BIGGEST MISTAKE most advisors make may cause you to leave money on the table.
  • Should you leverage a turnkey communication vehicle or start your own podcast from scratch?
  • The POWER OF FORESIGHT: Why it matters, how you can acquire it.
  • Should you specialize or diversify your practice?
  • The app you should be leveraging to book more meetings.

    • In the process of educating his audiences on financial topics, Jim Silbernagel is getting the word out about who he is and what he does. His vehicle is called Real Wealth Media.

    If you have aspirations for reaching your audience, your market, to help raise their financial literacy and promote your practice, Jim shares advice to get you started.

    Jim takes a very practical and common-sense approach to building a practice. His innovative strategies may help you find new ways to grow your own business.

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    Advisorist PodcastBy Advisorist
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