Advisorist Podcast

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.   And in the process educating his audiences on financial topics, Jim Silbernagel is getting t