Wealth Insights With Mitch Silberman - Episode 1 (The Discovery Process)

In the inaugural episode of Wealth Insights With Mitch Silberman, you're introduced to the President & CEO of Silberman Wealth Strategies, Mitch Silberman, and educated on his experience within the financial services sector.

Mitch grew up as a successful child actor in the 1970's, appearing in commercials and movies, as well as episodes of Bewitched, Gunsmoke, The F.B.I., and the Mod Squad. However, due to the lack of a strategic wealth plan, his childhood earnings were not invested. As a result, a once sizable bank account dissipated. Since then, Mitch has devoted his financial services career to helping people implement smart investment planning strategies and avoiding the mistakes from his past.

Listen as Mitch provides an overview on how his office functions, beginning with a thorough and immersive discovery process for all clients. So sit back, relax, and welcome to the podcast that provides strategies for pursuing and amazing life of significance.


Timecodes:
0:06 - Welcome to the show and introduction to Mitch Silberman
1:54 - Mitch's time as a childhood actor and what led him to wealth management
3:26 - Mitch's story is a relatable to many throughout Southern California
5:00 - What people can be doing right now to give them peace of mind about their finances
6:15 - Why wealth planning is so crucial these days
7:52 - The main elements evaluated during Mitch's discovery process
9:15 - The people Mitch works best with already have a financial advisor
11:26 - The keys to ensuring the discovery process is done well
13:22 - How the human element plays a vital role within the wealth management sector
16:19 - Lessons that can be learned from the affluent and their wealth planning strategies
17:57 - The types of questions asked when clients meet with Mitch for a discovery meeting
20:33 - The type of assessment a client leaves Mitch's office with
22:13 - Closing remarks

Connect with Mitch Silberman:

Website
Facebook