Speakers: Jim Silbernagel, LUTCF, CFP, CEPS

Year: 2021

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 Jim attributes the majority of his success. Jim will teach you how these meetings will turn your business into a multi-generational machine and strengthen your relationships with existing clients… all while doing the right thing. Learning Objective #1: Enhance the value of your practice by making connections with the next generation Learning Objective #2: Create an unlimited referral source Learning Objective #3: Earn AUM and avoid losing it when one generation passes wealth to the next