Member Spotlights
Get to know your IWI certified advisor peers. Read this month’s Member Spotlight, as well as previous spotlights, and learn more about the community of success-minder advisors like you; committed to life-long learning, adherence to ethical standards, and the advancement of the financial advice industry.
Meet Your Peers in the Investment & Wealth Institute
Duane Silbernagel, CIMA®, CFP®
What do you like about being a member of the Institute?
The access to pertinent information. The IWI provides great content.
What is the best financial advice you have received or given?
The goal is to have your last check to bounce.
Are you an early riser or night owl?
Early Riser & Night Owl
What is a challenge in the industry right now?
Industry image. The barrier to entry is relatively low, and the potential income can motivate the ill-intentioned to pursue the field. They tend to be vindicated when the market is strong. I get up daily to put those advisors out-of-business.
Is there a specific way your designation has enhanced your career?
Having a CFP and a CIMA puts me in a very small group of advisors (<3000 I believe) who are in that carry both, nationwide. Both have shifted my mentality (about certain biases I held) to allow me to more be more unbias and open-minded when approaching solutions for a client.
What is your favorite book or what are you currently reading?
Favorites: Good To Great (Jim Collins), Atomic Habits (James Clear), Outliers (Malcom Gladwell) Current: PowerShift (Damon John)
What are your favorite podcast(s) you are listening to?:
Professional: Financial Advisor Success (Michael Kitces)
Personal: Team Never Quit (Marcus Luttrell)
What are you most grateful for in your life?
My motivational/support team. From my family, friends, and staff to even my detractors. I have a tremendous core group of people who continue to help get through the bigger barriers that I cannot defeat alone.
The detractors keep me motivated to continue bettering myself and moving the industry forward in a positive direction.
Past Spotlights
Did You Know?
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IWI is proud to announce brand new benefits for our members. These new membership tiers are designed to offer advisors multiple pathways and powerful tools as they journey towards that success.
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