The Family Meeting*
JAMES J. SILBERNAGEL, LUTCF, CFP
The Silbernagel Group, Inc.
The Family Meeting*
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! You’ll learn how to enhance the value of your practice by making connections with the next generation, create unlimited referrals, earn AUM and avoid losing it when one generation passes wealth to the next, and strengthen relationships with existing clients… while doing the right thing for your clients. Jim has been successfully conducting family meetings for decades and is currently working with his 5th generation client.
Jim Silbernagel is an independent agent registered with Woodbury Financial Services, Inc. He entered the insurance industry in 1982 followed by the financial services industry in 1986. Jim holds securities licenses; Series 6, 7, 63 and 66. He is insurance licensed for life, health and property/casualty since 1985. Jim has earned both his CFP® and LUTCF designations.
Jim is the creator and host of Real Wealth®, an online radio program for insurance and financial professionals to educate their clients and keep in touch with them between meetings. Jim also leads Power Session LIVE, a monthly best practice and sales ideas session with top industry leaders.
Jim is a 20-year life and qualifying member of MDRT, qualifying for his first Top of the Table in 2001. He is also a 25-year member of NAIFA, member of FSP, Forum 400, Financial Services Institute, Advisors in Philanthropy, ambassador for Main Street Philanthropy, and past moderator for Junior Achievement. Among other things, he supports IFAPAC, AHIA, the MDRT Foundation and LIFE Happens. In fact, he was a 2006 judge for LIFE Happen’s REAL LIFE STORIES. Jim is a keynote speaker, presenting for many industry groups and companies, including NAIFA, FPA, MDRT and Forum 400.