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 6 (What Makes an Elite Wealth Manager Elite, Exactly?)

December 20, 2021 • Mitch Silberman • Episode 6

Affluent individuals, families, and business owners want to make the best decisions regarding their wealth and the first decision usually deals with selecting a particular wealth manager. They want to make sure they are working with the best of the best, but how can you tell if a wealth manager truly is elite?

In the latest installment of Wealth Insights with Mitch Silberman, Mitch and Ryan explore an array of skills and characteristics of an elite wealth manager. Not only do they possess the highest level of financial acumen, but they understand the importance behind connecting with their clients on a human level.

So sit back, relax, and enjoy another enlightening conversation that will leave you wondering if your current wealth manager is at the elite level!

Timecodes:
0:18 - Overview on the topic of the day
1:43 - How someone can assess who is a world-class wealth manager and who isn't
5:33 - How income tax and estate planning come into play within wealth management
7:45 - Succession planning within successful wealth management strategies
10:39 - The intangible benefits of working with an elite wealth manager
14:36 - Your wealth manager needs to have your best interests in mind
16:40 - How to get in touch with Mitch's team to continue this conversation
17:20 - Closing remarks

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