Philanthropic pursuits

Philanthropic pursuits

James Silbernagel, CFP?, CEPS, LACP, LUTCF James Silbernagel, CFP?, CEPS, LACP, LUTCF

James Silbernagel, CFP?, CEPS, LACP, LUTCF

Educating, inspiring & motivating insurance & financial professionals to be the best they can be for their communities.

发布日期: 2020年12月14日
+ 关注
Ryan Ponsford

The parents transfer the wealth to their children, the children don’t know how to appropriately handle the wealth, the children spend all the money and fight over it…sound familiar? This episode with Financial Professional Ryan Ponsford will help you start the conversation and get more family meetings scheduled!

>>>Listen to the episode<<<

Advisors, you can brand and share this episode with your clients, prospects, communities, and social networks to grow your business! Contact us to learn more and a free demo: www.RealWealthMarketing.com | 262-626-2590 | [email protected].

Brian Byars

Owner / Founder of Advanced Retirement Planning, LLC

4 年

Well said

赞
回复
Angela Bellanti

Empowering our clients to live the life they want.

4 年

Huge fan of Ryan Ponsford and Main Street Philanthropy!!! HUUUGE!!!

赞
回复
查看更多评论

要查看或添加评论，请登录

James Silbernagel, CFP?, CEPS, LACP, LUTCF的更多文章

  • 32 trillion in debt
    2023年7月17日

    32 trillion in debt

    It’s written in the new tax code that taxes will rise in 2026. If your clients and prospects aren’t preparing now or…

  • Is the cost of college still worth going?
    2023年7月10日

    Is the cost of college still worth going?

    As a financial professional, you understand the importance of staying informed and helping guide your clients towards…

  • Instant money
    2023年7月3日

    Instant money

    Many of your clients are in a toxic money cycle and don’t even realize it, as our guest estimates over 75% of Americans…

    1 条评论
  • We the people
    2023年6月26日

    We the people

    It doesn’t matter who’s in office in Washington. The debt-to-GDP is rapidly growing, and there’s talks of the debt…

  • Go phish
    2023年6月19日

    Go phish

    Why is it important that your clients are safe on the internet? Because it could end up costing them! If they aren’t…

  • Leave your emotions at the door
    2023年6月12日

    Leave your emotions at the door

    In your line of work, you know how emotions can drive people to make decisions that may not be best for them. No matter…

  • How tax planning may help you build wealth
    2023年6月5日

    How tax planning may help you build wealth

    Many approach tax season with the mindset of, “Here’s my paperwork, let me know how much I’ll get back,” then wait…

  • From NBA to Finance
    2023年5月29日

    From NBA to Finance

    In this episode, former NBA Player Chris Gandy turned Financial Professional shares his insights on the importance of…

  • Could you afford to lose your income?
    2023年5月22日

    Could you afford to lose your income?

    People don’t think twice about homeowners' insurance, yet the odds of your house burning down are close to 1 in 12,000.…

    1 条评论
  • Must do practices before starting a business
    2023年5月15日

    Must do practices before starting a business

    Many people get too wrapped up in excitement and launch a business without having a proper plan, but if you don’t have…

社区洞察

其他会员也浏览了