Wealth Insights with Mitch Silberman

Welcome to Wealth Insights with Mitch Silberman: Strategies for Pursuing an Amazing Life of Significance. This show is dedicated to enlightening conversations surrounding financial planning strategies that may help you on your path to an amazing life of significance. Our show features the President & CEO of Silberman Wealth Strategies, Inc., Mitch Silberman, who brings three decades worth of financial planning experience to the show. 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.Each episode will cover a new wealth management topic that Mitch encounters regularly while running his business. Listen as Mitch shares stories and insights highlighting a wide-variety of financial topics that may help with your own portfolio. Thanks again for joining us and we hope you enjoy the conversations to come!

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Wealth Insights with Mitch Silberman

Wealth Insights With Mitch Silberman - Episode 2 (What Makes a Good Wealth Manager Great?)

September 30, 2021 • Mitch Silberman • Episode 2

In the latest installment of Wealth Insights, Mitch and Ryan explore the key characteristics and practices that separate the good wealth managers from the great ones.

Listen as Mitch explains the importance behind the "human element," an invaluable connection that must be established with clients to ultimately provide the most effective and efficient wealth management strategy for them. Without utilizing this element, a wealth manager cannot truly develop a custom-tailored plan to suit their needs, goals, and desires.

So sit back, relax, and enjoy another enlightening conversation that is bound to leave you considering the relationship you have with your current wealth manager.

Timecodes:
0:25 - Welcome to the show and overview on today's topic
2:14 - Why families and business owners should be demanding more from their advisors
4:00 - The missing link that separates the good wealth managers from the great ones
4:58 - What the human element is and how it comes into play with wealth management
6:49 - Why Mitch believes the human element is so important
8:32 - How the human element is weaved into the initial discovery meeting with clients
10:43 - Rarely does a discovery meeting not reveal any issues with the existing plan
11:54 - How a client can tell if a wealth manager incorporates the human element
13:38 - What Mitch would be looking for, as a client, in a wealth manager he is selecting
15:44 - As a client, how Mitch would want to see the human element weaved into meetings
18:18 - It's vital to deliver on the promise of incorporating the human element
20:23 - Closing remarks

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