The Advisor Advantage: Recent Episodes
Kim Butler and Tammi Brannan
The Advisor Advantage podcast is connecting Prosperity Economics Advisors one to another through financial conversations that challenge the status quo. This show spreads the message of prosperity and shares the alternatives to big banking and Wall Street investing.
On the "Advisor Advantage Podcast," host Michael Shaw sits down with advisor William Larsen - an insurance broker with a passion for impact. William shares his journey from career-changing dad to financial guide, turning personal challenges into a mission to assist others. William's hands-on, empathetic approach embodies the podcast's spirit, offering listeners deep insight into creating value and legacies for clients and their families. Tune in to be inspired by William's dedication to making a difference.
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
- Links and Resources from this Episode
- Get in touch with Janet at janet@pem.email or 936-247-2732
- https://prosperityeconomicsadvisors.com/summit-4-advisors/
- Partner Link: https://gravystack.com/advisor
- Book Link: https://a.co/d/cU33ny1
- https://prosperityeconomicsadvisors.com/
- https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/?ref=share_group_link
- "Think and Grow Rich" by Napoleon Hill - https://www.amazon.com/dp/1585424331/
- Strategic Coach program by Dan Sullivan - https://www.strategiccoach.com/
Show Notes
- Personal narrative shapes career choice.
- Prioritization approach for clients: Availability.
- Pursuing perpetual mastery through teaching.
- Overcoming rejection in the advisory business.
- Encouraging expansive thinking in business.
- Importance of designing your life and business goals.
- Instilling financial education in the next generation.
- Origin of interest in business and entrepreneurship.
- The impact of family values on business philosophy.
- Developing deep connections with clients.
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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Join Justin on the Advisor Advantage Podcast as he chats with financial mentor Kim Butler. Kim, endorsed by luminaries like Robert Kiyosaki, shares insights from her latest book "Busting the Budgeting Lies" – challenging mainstream money management and revealing the truth about personal finance. Discover how to truly take control of your cash flow and transform your financial trajectory. Tune in for potent strategies beyond traditional budgeting, guaranteed to empower your financial journey.
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Get in touch with Janet at janet@pem.email or 936-247-2732
- https://prosperityeconomicsadvisors.com/summit-4-advisors/
- Partner Link: https://gravystack.com/advisor
- Book Link: https://a.co/d/cU33ny1
- https://prosperityeconomicsadvisors.com/
- https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/?ref=share_group_link
- Connect with Justin Maxwell
- https://justindmaxwell.com/blog/debunking-myths-kim-butler/
- justinm@biglifefinancial.com
Show Notes
- Importance of understanding personal finance.
- Myth-busting the concept of budgeting.
- Life's fluidity and the pitfalls of strict budgeting.
- The power of saving first and its historical relevance.
- Personal story - Financial lessons from farming.
- Traditional budgeting vs. the "save first" approach.
- The psychology of measuring progress backwards.
- Introduction to the Currence app for financial behavior.
- The critical difference between budgeting and cash flow management.
- How the app can significantly impact one's financial future.
- Aligning personal finances with business success.
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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Janet Sims and Kim Butler share the vision and collaboration we, at Prosperity Economics Movement, are currently discussing with other like-minded whole life friendly organizations to strengthen our ability to help people.
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Get in touch with Janet at janet@pem.email or 936-247-2732
- https://prosperityeconomicsadvisors.com/summit-4-advisors/
- Partner Link: https://gravystack.com/advisor
- Book Link: https://a.co/d/cU33ny1
- https://prosperityeconomicsadvisors.com/
- https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/?ref=share_group_link
Show Notes
- Kim gives her perspective on what 'dating' in business means, likening it to cautiously checking things out before commitment
- Discussion on a group meeting they had in Nashville,
- Tennessee which is compared to a 'group date'
- The group's decision to 'date' and their plans for the future
- Query about the vision being built within the movement
- The origins of the prosperity economics movement and its contributors
- Sharing an example of a bad sales experience as a cautionary reminder
- The aims of an advisor-friendly space that facilitates authenticity
- The three core tenets of the community: Principles, clear language, and numerical proof of concept
- The importance of urgency and communication in the client-advisor relationship
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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Janet Sims and Kim Butler discuss a myriad of questions advisor’s typically have concerns about so we asked the question ”How do you know when it’s time to (fill in the blank)?”
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Get in touch with Janet at janet@pem.email or 936-247-2732
- https://prosperityeconomicsadvisors.com/summit-4-advisors/
- Partner Link: https://gravystack.com/advisor
- Book Link: https://a.co/d/cU33ny1
- https://prosperityeconomicsadvisors.com/
- https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/?ref=share_group_link
Show Notes
- How Kim’s love for learning has shaped her approach as an advisor
- The importance of constant growth and education
- Use of social media by advisors and the difficulty some face in adapting to it
- The role of a Fractional CMO and how it can help in marketing efforts
- How do you know when it's time to better serve your existing clients?
- Tendency of advisors to prioritize new sales over serving existing clients and emphasizes the need for change in this regard
- How do you know it's time to hire a virtual assistant?
- The importance of getting virtual assistant help early
- Step-by-step process of hiring and training a virtual assistant
- How do you know when it's time to ask for help on a case?
- The importance of joint work and collaboration in success for advisors
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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In this podcast, Todd Langford, developer of Truth Concepts tools, discusses how these tools aid financial advisors in providing clear, accurate information to clients, dispelling common misconceptions. He highlights the advisor's critical role in diagnosing economic health, creating personalized financial strategies, predicting potential problems, and encouraging financial adaptability.
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Get in touch with Janet at janet@pem.email or 936-247-2732
- https://prosperityeconomicsadvisors.com/summit-4-advisors/
- Partner Link: https://gravystack.com/advisor
- Book Link: https://a.co/d/cU33ny1
- Connect with Todd Langford
- https://truthconcepts.com/about/
- https://www.linkedin.com/in/truthconceptssoftware
Show Notes
- The principle of uncertainty
- Analogy between predictable and unpredictable elements of financial decisions and roller coasters
- Google Ads as a form of positive risk
- Analogy between the financial industry and witch doctors
- How to use tools and training to make financial decisions more relatable to clients
- Equipping financial advisors with tools to help their clients make informed decisions
- Managing clients' expectations by providing them with traceable financial plans
- The impact of unexpected events on financial plans and the need for adaptability.
- Advisors being the bridge between math and real world decisions
- The importance of the financial advisors to focus on the results of numbers rather than just the numbers
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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Kim Butler sits down with Scott Donnell from Gravy Stack to discuss the fun app they created for kids to teach them financial concepts through games.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Get in touch with Janet at janet@pem.email or 936-247-2732
- https://prosperityeconomicsadvisors.com/summit-4-advisors/
- Partner Link: https://gravystack.com/advisor
- Book Link: https://a.co/d/cU33ny1
- Connect with Scott Donnell
- https://gravystack.com/
- scott@gravystack.com
- https://www.linkedin.com/in/donnell-scot
Show Notes
- The concept of financial competency
- Why people often make bad financial decisions early in life
- How GravyStack gamifies financial education, making it easier and more enjoyable for kids to learn
- Using the GravyStack app
- Scott's book, "Value Creation Kid"
- The home economy system's three E's: Setting expectations, expenses to cover, and extra pay
- Introduction to "brain gigs" that help kids learn valuable skills and knowledge
- How structured investments and insurance brought peace to his wife and their marriage
- The affiliate program at GravyStack that allows participants to earn while spreading its mission
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
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Janet Sims welcomes Katie Jackson, Communications and Connections Coordinator for Truth Concepts and Elizabeth Hagenlocher, Content Writer for PEM. Transformation is not a single event for Advisors, and the discussion revolves around how we assist them in finding community and development opportunities within our organization.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Get in touch with Janet at janet@pem.email or 936-247-2732
- https://prosperityeconomicsadvisors.com/summit-4-advisors/
- Connect with Katie Jackson and Elizabeth Hagenlocher
- https://truthconcepts.com/
- https://prosperityeconomicsadvisors.com/
- https://www.facebook.com/truthconcepts
- https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/
- https://www.linkedin.com/in/elizabeth-hagenlocher337 Show Notes
- Elizabeth discusses her role as a content writer for blogs, newsletters, white papers, and books
- Katie explains her role as communication and connections coordinator for Truth Concepts
- The importance of continuous learning
- How the Prosperity Economics Movement exists to provide education and community for whole life friendly advisors
- What Elizabeth and Katie learn from advisors to help them better assist
- The relevance of the Prosperity Economics Movement for advisors in terms of community
- The transformation of the Prosperity Economics Movement and its aim to provide proven strategies and a support system for advisors
- What is Truth Concepts and how advisors can get involved
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
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In this episode of the Advisor Advantage Podcast, Janet and Kim Butler discuss the importance of having a track to run on as an advisor and how using the Parallel Paths System can help advisors stay focused and provide value to their clients. They emphasize the importance of being present for the client, listening to their needs, and staying consistent to achieve success.
The podcast also highlights the importance of immersing oneself in continuous learning and development such as attending events, webinars, and coaching calls, as well as utilizing the Truth Concepts calculators to better communicate financial concepts to clients. The Advisor Advantage platform aims to provide whole life friendly advisors with a supportive community, constantly honing their skills to achieve a sustainable business.
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Get in touch with Janet at janet@pem.email or 936-247-2732
- https://prosperityeconomicsadvisors.com/summit-4-advisors/
- Connect with Kim Butler
- Perpetual Wealth Book: https://www.amazon.com/Perpetual-Wealth-Financing-Prosperity-Generations/dp/0991305477
- Family Legacy Card Game: https://prosperityeconomics.org/family-legacy-card-game/
- Prosperity Thinkers: https://prosperitythinkers.com/
- https://www.linkedin.com/in/kimdhbutler/
- https://www.facebook.com/kimdhbutler/ Show Notes
- The importance of having a track to run on for advisors
- The value of being confident and authentic with clients by knowing where you're going and what you're going to say as an advisor
- Using parallel paths as a useful track for advisors and how it can save both the advisor's and client's time in meetings
- The importance of attending events, webinars, and coaching calls to continuously embed these skills and knowledge as an advisor
- Incorporating the Truth Concept calculators into your parallel paths and attending the Truth Training to learn and understand the concepts behind the calculators
- Immersing oneself in the community of whole life friendly advisors and continuously learning and growing professionally
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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- Spotify
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In this episode of the Advisor Advantage Podcast, Kim Butler and Janet discuss the importance of whole life insurance for advisors and the constant need for improvement in the industry. They mention the value of having a strong foundation in place during times of uncertainty and the necessity of a set of principles or a moral code. The episode also highlights the importance of building relationships with colleagues and peers within the industry and the plan to have individual advisors interviewed on the podcast to share their experiences and stories. The hosts also talk about various books that have helped them in developing a positive mindset and stress the importance of reaching out to other advisors for support and guidance.
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Get in touch with Janet at janet@pem.email or 936-247-2732
- https://prosperityeconomicsadvisors.com/summit-4-advisors/
- Manifesto for a Moral Revolution by Jacqueline Novogratz: https://www.amazon.com/Manifesto-Moral-Revolution-Tools-Change/dp/1250222877
- Win The Day by Mark Batterson: https://www.amazon.com/Win-Day-Habits-Stress-Accomplish/dp/0593192761
- https://prosperityeconomicsadvisors.com/currence/
- Connect with Kim Butler
- Perpetual Wealth Book: https://www.amazon.com/Perpetual-Wealth-Financing-Prosperity-Generations/dp/0991305477
- Family Legacy Card Game: https://prosperityeconomics.org/family-legacy-card-game/
- Prosperity Thinkers: https://prosperitythinkers.com/
- https://www.linkedin.com/in/kimdhbutler/
- https://www.facebook.com/kimdhbutler/ Show Notes
- The changes in the advisory business and the constant presence of whole life insurance.
- Importance of certainty during uncertain times and the role of the Prosperity Economics community in providing support and resources
- History of the Prosperity Economics Movement and reflections on its growth and development
- Goal of connecting individual advisors and highlighting their unique work and practices
- Book recommendations: The Manifesto for a Moral Revolution by Jacqueline Novogratz and Win the Day by Mark Batterson
- Importance of having a strong moral foundation in the advisory business during uncertain times
- Request for advisors to share their stories through podcast interviews and collaboration with their peers
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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In this episode of the Advisor Advantage Podcast, Kim Butler shares her experience of not being at her best during an important client meeting and how she quickly adjusted her mental state before the meeting. Kim discusses the importance of mindset and how she uses breathwork, spiritual practices, and mental techniques to shift into the right headspace within a short time. Also, she discusses the importance of being authentic with clients, especially when feeling less than perfect, and how practicing techniques and immersing oneself in their business community can lead to success. Lastly, she emphasizes the significance of continuing their journey of personal and professional growth by attending events, webinars, and training sessions.
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Get in touch with Janet at janet@pem.email or 936-247-2732
- https://prosperityeconomicsadvisors.com/summit-4-advisors/
- https://youtu.be/3UVeCtC-Omo
- https://youtu.be/faTGTgid8Uc
- https://mybiblelesson.com
- https://www.blueprintprocess.com/
- https://www.amazon.com/Path-Wealth-Spiritual-Financial-Abundance-ebook/dp/B00T5H0VQW/ref=sr_1_1?crid=3KOF4MYEC6U9Q&keywords=may+mccarthy+book&qid=1677518901&sprefix=MAY+MCARTHY%2Caps%2C113&sr=8-1
- https://prosperityeconomicsadvisors.com/currence/
- Connect with Kim Butler
- Perpetual Wealth Book:
- https://www.amazon.com/Perpetual-Wealth-Financing-Prosperity-Generations/dp/0991305477
- Family Legacy Card Game: https://prosperityeconomics.org/family-legacy-card-game/
- Prosperity Thinkers: https://prosperitythinkers.com/
- https://www.linkedin.com/in/kimdhbutler/
- https://www.facebook.com/kimdhbutler/ Show Notes
- Kim shares her personal experience with adjusting her mindset quickly
- The role of breathwork and spirituality in shifting mindset
- Tony Robbins' priming exercise and other physical methods to change mindset
- Kim's spiritual approach of praising rather than pleading for help before a call
- The importance of posture and standing up to improve mindset and engagement
- Being authentic and transparent about your current state with clients
- The importance of consistency in the parallel paths approach to improve results with clients
- Embedding important concepts and tools into your practice through repetition and training
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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Kim Butler was Janet Sims’ guest on the AA podcast discussing the Prosperity Economic Movement’s Vision. The Prosperity Economic Movement offers whole-life-friendly advisors a clear, proven path to building a sustainable business.
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Currence is Here to Revolutionize the Way Your Clients Save - Prosperity Economics Advisors
- Get in touch with Janet at janet@pem.email or 936-247-2732
- https://prosperityeconomicsadvisors.com/summit-4-advisors/
- Connect with Kim Butler
- Perpetual Wealth Book
- Family Legacy Card Game
- Prosperity Thinkers
- https://www.linkedin.com/in/kimdhbutler/
- https://www.facebook.com/kimdhbutler/ Show Notes
- What is the Prosperity Economic Movement?
- Upgrading the financial advisory track for clients
- How to get started with the Prosperity Economic Movement
- The benefits of using the parallel paths open talk
- Using the Currence app for financial advisors
- Transforming a financial advisor’s practice with a linguistics membership
- Benefits of participating in financial coaching calls
- Webinars and resources that members can join
- What to expect for the next episode
Review, Subscribe, and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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When doing joint work, you’ll realize that “50% of something is better than 100% of nothing.” Joint work promotes motivation to remove the ego and invite an expert for a better outcome.
Kim Butler and Janet Sims share their beliefs that when two experienced people with different strengths come together, they can create an exponential impact. With proven success stories to tell, joint work can help your own career.
Kim and Janet also talk about the importance of joint work in order to provide the best possible service to clients. Joint work allows for different specialists to come together and share their expertise in order to provide a comprehensive service. Their conversation also highlights the Prosperity Economic Movement's efforts to build a roster of known and professional experts in various fields.
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Get in touch with Janet at janet@pem.email or 936-247-2732
- https://prosperityeconomicsadvisors.com/summit-4-advisors/
- Connect with Kim Butler
- Perpetual Wealth Book
- Family Legacy Card Game
- Prosperity Thinkers
- https://www.linkedin.com/in/kimdhbutler/
- https://www.facebook.com/kimdhbutler/ Show Notes
- The reasons why advisors don’t do joint work
- What Truth Training is all about
- The issue with leads
- Why people should collaborate and stay in a community
- Disadvantages of not bringing in an expert
- Advantages of doing joint work
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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Until you are comfortable with your own shell, until you are comfortable helping your client the way they want to be helped, it’s important, as an advisor, to seek help from an expert. Bringing in and working with an expert cannot hurt your ego: Instead, it can lead to your exponential growth.
Janet Sims and Kim Butler discuss joint work in the financial industry and how it can lead to exponential growth. Janet stresses the importance of responding to the client, and how this responsibility includes bringing in experts to help with specific needs. Kim talks about how joint work can involve two life insurance agents, or an insurance agent and another specialist.
Together, Janet and Kim also bring up the importance of bringing in experts to help with specific client needs, rather than trying to do everything yourself. It is important to check your ego at the door and be open to learning from others, to bring out the best in you.
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Get in touch with Janet at janet@pem.email or 936-247-2732
- https://prosperityeconomicsadvisors.com/summit-4-advisors/
- Connect with Kim Butler
- Perpetual Wealth Book
- Family Legacy Card Game
- Prosperity Thinkers
- https://www.linkedin.com/in/kimdhbutler/
- https://www.facebook.com/kimdhbutler/ Show Notes
- The importance of joint work in financial services
- What the mentee can bring to a mentor
- Checking your ego and bringing in an expert
- Why you should listen to an experienced advisor
- Parallel paths in the Prosperity Economics Movement
- Benefits of joint work
- The importance of bringing in a specialist
- Three criteria to measure who needs to be with whom
- The gift of teaching: How it is a gift in order to learn more
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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Are you interested in joining joint work? Are there any benefits to joining one?
In this episode, Kim Butler and Janet Sims discuss the importance of joint work in the financial industry. They explain how joint work can be beneficial for both mentors and mentees, and how it can lead to exponential growth.
Kim and Janet also talk about the importance of having someone with expertise in a certain field to help with the sales process and finding an advisor with the right expertise, rather than trying to do everything oneself. They share tips on how you can start finding someone who is a known professional expert in their field, and who has the experience needed to help others.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Get in touch with Janet at janet@pem.email or 936-247-2732
- https://prosperityeconomicsadvisors.com/summit-4-advisors/
- Connect with Kim Butler
- Perpetual Wealth Book
- Family Legacy Card Game
- Prosperity Thinkers
- https://www.linkedin.com/in/kimdhbutler/
- https://www.facebook.com/kimdhbutler/
Show Notes * What a remarkable summit experience turns out. * The ah-has of the summit experience * Importance of continuing education and staying in a community for financial advisors * Benefits of working with a Prosperity Economic advisor * Collaboration in the workplace
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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Wealth is not just about money. It is the mindset, the intention, and the values. As people progress in their lives, they get clearer about what success means to them.
In this episode, Kim Butler speaks with Steve Gordon, the host of The Unstoppable CEO Show. Kim talks about how families can achieve perpetual wealth and how it is something that can be passed down from generation to generation. They discuss how the transfer of wisdom is a great way to create perpetual wealth.
Kim also shares how financial education is lacking in our society and how banks and other financial institutions do not teach people about how to build wealth. She reiterates the value of whole life insurance and having the perpetual thinking of building sustainable wealth.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Get in touch with Janet at janet@pem.email or 936-247-2732
- https://prosperityeconomicsadvisors.com/summit-4-advisors/
- Connect with Kim Butler
- Perpetual Wealth Book
- Family Legacy Card Game
- Prosperity Thinkers
- https://www.linkedin.com/in/kimdhbutler/
- https://www.facebook.com/kimdhbutler/
- Connect with Steve Gordon
- https://unstoppableceo.net/
- https://www.linkedin.com/in/gordonsteve
- https://podcasts.apple.com/us/podcast/the-unstoppable-ceo-podcast/id1198412298
Show Notes * What wealth is * Different aspects of wealth * Importance of wealth in our lives * Concepts from the book, Perpetual Wealth * How the Family Legacy Game can drive conversations in families * Importance of having a legacy mindset * Things that have changed in other people after having a legacy mindset * Why long-term thinking in financial planning should be a top priority * Using whole life insurance as a perpetual wealth strategy for businesses * Dealing with your digital footprint * The importance of planning your life, even after death
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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- Spotify
- Stitcher
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How important is it to have a large network and connection? How can it benefit you and your business?
In this episode, Tammi and Kim cover the topic of internal versus external resources, and how the community within the Prosperity Economics movement helps advisors tap into those internal resources. They explain that the most important internal resource is the PEA community itself, which provides support and advice for advisors. Tammi and Kin discuss the importance of having a person like Janet to help connect advisors with each other and to also help customize strategies for each individual advisor.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
Get in touch with Janet at janet@pem.email or 936-247-2732
https://prosperityeconomicsadvisors.com/summit-4-advisors/
Show Notes
- Internal vs External Resources: How the community within the Prosperity Economics Movement helps advisor tap into these internal resources
- Who is Janet Sims
- The power of connection in business
- How one advisor got exponential results for his client
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
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The Prosperity Economics Movement is all about helping people build their businesses in a way that serves them best. That means creating a business model that works for you and your clients.
Speaking about the 2-Day Deep Dive Virtual Summit, Tammi and Kim discuss how the summit can help any individuals and businesses build a steady income stream that works for you. During this event, Kim and the rest of the team will be sharing her wealth of knowledge on the subject so you can learn how to create more financial freedom for yourself.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
Get in touch with Janet at janet@pem.email or 936-247-2732
https://prosperityeconomicsadvisors.com/summit-4-advisors/
Show Notes
- What are the external resources within the Prosperity Economics Movement
- How to build your business the way it will serve you so you can better serve the client
- Out of everything that she can do, what is it that Kim wants to do to help clients?
- 2-Day Deep Dive Virtual Summit: How to get more information about it
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If you're looking for advice on how to be an unstoppable CEO, then you need to listen to the Advisor Advantage Podcast with Steve Gordon. In each episode, Steve provides insights and tips on what it takes to be a successful business owner or financial advisor. He also shares his own experiences in building businesses and working with clients.
One thing that makes the Advisor Advantage Podcast so attractive is its focus on actionable advice. Steve doesn't just talk about theoretical concepts - he tells you what works and what doesn't work when it comes to talking to prospective clients. And he always has two questions in mind that will help you progress in your business.
Get ready to take it to the next level!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Who’s The Guest?
Steve Gordon is the host of the Unstoppable CEO Podcast and has published more than 400 articles on marketing and sales for professional services firms. He is a 2-time entrepreneur and best-selling author of the book Unstoppable Referrals. His firm, The Unstoppable Agency helps consultants and digital agencies land great clients by hosting their own podcast and using his proprietary Podcast Prospecting Method.
Links and Resources from this Episode
- https://unstoppableceo.net/
- https://www.linkedin.com/in/gordonsteve
- https://podcasts.apple.com/us/podcast/the-unstoppable-ceo-podcast/id1198412298
Show Notes
* The Unstoppable CEO: Who is Steve Gordon?
* What is Steve building these days?
* What makes the book attractive and of interest to readers?
Talking to prospective clients: What works and what doesn’t work?
* Steve asks one to two questions that help people progress.
* The actions that Steve wants business owners to slash financial advisors to take.
Call To Action
Get the Million Dollar Book for FREE
Access the Zoom Recording Here:
Link: https://us02web.zoom.us/rec/share/bhP5zqnxd2wby05mzaDZ8iEKjKMwCZxi3eO3rQ-Q-ooxtk4rEcbNE3BmxO4gKjUF.KpIggJ_UQCsxGkNV
Password: MAG#$&X0
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How many times have you heard that having more self-confidence is the key to a better understanding and quick progression on everything that you’re working on? Believing in your own skills and capabilities can help you gain that “can do” rather than “can’t do” attitude whatever and wherever you are.
To emphasize the importance of learning self-confidence, Tammi and Kim first talk about what imposter syndrome is. They share how the growth mindset can aid you in getting a much better result and being more self-confident. Tammi and Kim also discuss what the highest form of self-confidence is and how it can help you overcome imposter syndrome.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Books of Carol Dweck
- Adam Grant Show Notes
- What people will get out of today’s inspiring podcast
- What the imposter syndrome is
- The important message from the book by Carol Dweck
- How the growth mindset helps you get a much better result
- What the highest form of self-confidence is
- How you can be self-confident
- How you can prevent the imposter syndrome
- About the prompt
- How learning takes you to new levels
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Never underestimate the importance of learning from the people around you. If you are open to learning from others, you can benefit from their experiences and inherit their wisdom and knowledge.
Tammi and Kim unpack how important it is to learn from others. Kim shares the value of dealing not only with humility but asking others for help. They also talk about whether it is okay to ask people without offering any payment or whether should money be involved with any aid you’re getting.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- What Kolbe means
- Why Kim is an initiating quick start
- What she wants people to take from the conversation today
- As an entrepreneur and understanding that value typically costs money, how can you deal not only with humility but also in asking for help without necessarily paying for it?
- Is it okay to ask people for help without offering money?
- What prompted Kim’s message
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How can you say that you have truly grown as a person? Is it through your achievement, your wealth, or your following? If you want to experience growth, how should you take action?
For today’s episode. Tammi and Kim talk about personal and professional growth. They argue about the differences between soul service and self-service. Kim also shares a personal story on how the community of next-level people influences the growth of the other members. Additionally, Tammi and Kim share more information about the virtual summit: The Summit 4 Advisors.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- The Summit 4 Advisors - Early Bird - Prosperity Economics Advisors
Show Notes * What the peanut butter and jelly triangles and story structure are * What you can learn from the PEM Webinar Wednesday * Which is easier: Making mental shifts or financial and wealth shifts? * What the distinction is between soul service and self-service * The story of having a community that has couture of next leveling people * What the attendees have to say about the team’s events * How important it is to do something to get yourself outside of your comfort zone * Why doing a mental shift is important * When the virtual summit will be
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Shedding light on the culture of the Prosperity Economics Movement, Kim Butler and Janet Sims describe what the culture in the movement really is about. They also talk about the concept of full service to the client and the important elements in the culture.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- The Prosperity Economics Movement culture
- What the concept of full service to the client is
- The important elements of the culture
- Finding the meaning: What financial planning, being prepared, and being a life insurance agent
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Every successful mentorship is built upon a strong mentor-mentee relationship. Kim Butler and Janet Sims discuss understanding the whole mentor-mentee relationship between an experienced advisor that has to be in business. As Kim shares her experience being a mentee for three years, Janet also talks about how having a mentor helped her with her career. Additionally, they also narrow down the different characteristics of what an ideal mentor is, as well as how the Prosperity Economics Movement helps people understand who they are for their clients and help them grow as a person.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://kolbe.com/
Show Notes * Understanding the whole mentor-mentee relationship between an experienced advisor that has to be in business * Kim’s experience being a mentee for three years * How having a mentor helped Janet not only with her career but also with her life in general * How the Prosperity Economics Movement helps people understand who they are for their clients and help them grow as a person * What should you look for in a mentor?
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Kim Butler and Janet Sims talk about the big difference between planning and preparing. Together, they give a run down of how the Prosperity Economics Movement helps advisors be more prepared. Janet also shares what her preparation process is and how she separates the need to be conscious of what’s going on in the world and her desire to protect herself from too much garbage by valuing silence.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- What Janet Sims does as the caregiver for the Prosperity Economics Advisors
- What the differences are between preparation and planning
- How Prosperity Economics Movement helps advisors to be more prepared
- What Janet’s preparation process is
- How Kim copes when struggling with her “morning time”
- How Janet separates the need to be conscious of what’s going on in the world and her desire to protect herself from too much garbage
- What the value of silence is
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Anyone would love to accumulate more money, more wealth, and have a more abundant life. However, not a lot of people have the power to attract abundance and enjoy the unlimited opportunities that will drive a successful life — whether it is for personal or for business.
Talking about their take on unlimited opportunities, Tammy and Kim share why it is important to shift your mindset to how abundant or unlimited opportunities are. They also talk about their different approaches when shifting their mindset from negative to positive and when they’re struggling and running up against a wall. Tammi and Kim reiterate that if you want to get different results, you have to do something that you’d never done before.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- What article prompted the idea for the episode today
- Why it is important to shift your mindset to how abundant or unlimited opportunities are instead of increasing the marketing side of a business
- How easy or hard it is to shift your mindset
- What Kim’s approach is when shifting her mindset from negative to positive
- What the Me First mentality is
- What is Tammi’s approach whenever she’s struggling and running up against a wall
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Continuing with their conversation last episode, Tammy welcomes Janet Sims of the Prosperity Economics Movement again to talk about collaboration within the community. Janet shares what are the benefits of being in a community like the Prosperity Economics Movement, whether you are new in the field or you’re an expert with several years of experience under your belt. She also talks about what makes the Prosperity Economic Advisors process unique and what to expect from the community moving forward.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Memberships - Prosperity Economics Advisors
- Connect with Janet Sims
- janet@pem.email
Show Notes * Who Janet Sims is * What is the collaboration that Janet sees people taking away? * The benefits of being in a community * The unique process of the Prosperity Economic Advisors * How long Janet has been in the movement * Different ways how to contact Janet
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Tammy welcomes Janet Sims of the Prosperity Economics Movement, to talk about her favorite take away from the community that the Prosperity Economics Movement is developing. Janet shares the connection between her giving her life away, to what the group is continually doing.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Memberships - Prosperity Economics Advisors
Show Notes * Who Janet Sims is * The connection between giving her life away as to what she’s doing for the Prosperity Economics Movement * Janet’s favorite takeaway from this community that the * Prosperity Economic Movement is developing * What she learned from her early life in the life insurance business
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Are you excited for the upcoming Prosperity Economics Movement events?
Tammi and Kim know that you are, so in this episode, they talk about what are the next summits to watch out for and what you should expect during the events to come. Kim also shares the objectives behind the Prosperity Economics Movement, as well as using the learnings from the events, such as building case studies and using objectives and milestones, in helping your future clients in creating their goals.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Stop Pitching!
Show Notes * When are the next summits to watch out for? * The Why behind the fun part * What to expect during the event * What will enable Kim and her team to do case studies in a fast, effective, and efficient manner * Kim and Todd’s objectives behind the Prosperity Economics Movement * The two things that you should be clear on to get your clients’ wants * The difference between objectives and milestones
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What makes the Prosperity Economics Movement Event unique?
In this episode, Tammi and Kim sit down and talk about the Prosperity Economics Movement Event. Tammi shares the learnings she had from attending it again face to face and the expectations one can have when attending Kim’s business event. Kim also cites down the topics discussed during the shows, as well as the bits and pieces that anyone can pick up and add to their practice to start growing up as an individual.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- What to expect when attending the Prosperity Economics Movement Events
- Is repetition valuable when learning new things?
- Why the study of being and the study of language helpful for advisors who are wanting to move their business forward
- What speed of transaction is
- What does it take to be growing
- The benefits of attending business events
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What determines the confidence you wear every single day?
In this episode, Tammi and Kim sit together and talk about the proper places on where to look for confidence. It is important to establish a sustainable and stable confidence, free from the influence of outside forces.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- Is confidence an internal or external game? - 0:49
- Control what is inside, be in-charge! - 1:17
- Difference between confidence and humble confidence - 2:06
- Goal setting is valuable for a short period of time: Why is visioneering better? - 4:23
- Turn internal confidence into external visioneering for servant leadership - 5:44
- You do not need something outside you to build your ego up - 8:53
- Fake it until you make it - 10:34
- Where people struggle: The impostor syndrome - 12:05
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Kim and Tammi discuss the recent summit event of the Prosperity Economics Movement in this episode of Advisor Advantage Podcast. They also present three upcoming events in 2022, as well as their benefits. There is a list of reputable experts ready to mentor you in the coming months!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- Emma dog and her lessons for human beings - 0:52
- The October PEM Summit - 2:43
- The trimester system: a series of immersive study and conversation with experts - 5:26
- Case study time in June - 10:47
- The “field” day on October 21 and “specialist on the 22nd, 2022 - 13:02
- Do a good job in teaching - 16:29
- Tammi’s favorite event breakouts - 18:12
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While taking risks is a reality of life, taking a chance can be an instrument for your success.
For the last episode of the three-part series, Tammi and Kim talk about the third book: What Do You Do With a Chance? Together, they discuss taking chances, how to deal with them, and the importance of not ignoring your chances in life. They also defined the moral of the story out of the three books and how big of an impact these children’s books are on other people’s lives, even those taking the path of business, finance, and entrepreneurship.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- What Do You Do With a Chance?
- https://www.live-inspired.com/
Show Notes * What do you do with a chance? - 0:27 * One day I got a chance, it just seemed to show up. - 0:59 * Our imagination is a preview of life’s coming attractions. - 2:21 * The more I ignored them, the less they came around. - 3:13 * Realizing the word letting go. - 4:09 * His natural enthusiasm for the chance overcame his fear. - 4:40 * The definition of chance. - 5:44 * The moral of the story out of the three books. - 7:57 * Fear is really self-focused. - 10:31
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When faced with a circumstance, what do you do? Do you run from it or head to it, face to face?
Tammi and Kim continue with the discussion of the three books which impact their lives by talking about the New York Times Best Seller, What Do You Do With a Problem?
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- What Do You Do With a Problem?
- https://www.live-inspired.com/
Show Notes * The first point pulled out of the book: The kid’s face. - 1:08 * Even though we know that worry doesn’t do any good, it is our first reaction to things. 2:23 * The turning point in the child’s mind. - 3:34 * Every problem has an opportunity: You just have to look for it. - 4:52 * Every problem within every problem lies a seed of equal or greater possibility. - 5:00
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How do you usually come up with an idea — whether it’s for your personal life, your career, or your business?
For the first part of the three-part series, Tammi and Kim talk about the book What to Do With an Idea? They discuss the three ideas that got them hooked to the book and the part that “ideas” play.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- What To Do With an Idea?
- https://www.live-inspired.com/
Show Notes
* What do you do with an idea? - 0:46
* Out of the three ideas, what really got Kim? - 3:23
* Fragile: What does it look like? What does it feel like? - 4:35
* Some of the reasons why an idea feels fragile for us. - 5:29
Act as if. - 6:16
* My idea grew. So did my love for it. - 6:54
* The idea just doesn’t give up on you. - 8:17
* The ability to see things differently is a classic skill of an entrepreneur. - 8:56
* Pursue the idea, even if you’re at school. - 11:13
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What greatness can one achieve with the help of a team?
Tammi and Kim continue the final half of their talk on a team retreat. To end this three-part series, Kim shares their training on their database and her critical takeaways as the team leader. She conveys how important it is to empower the members and not make them feel like minions.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- Training on Hubspot Database - 1:40
- Empowering members of the team - 4:24
- Quarterly walks with the marketing team - 5:34
- How to develop traction within the vision you have - 6:59
- A fun way to wrap up - 8:35
- Don’t make people feel like minions - 10:40
- Kim’s takeaways as leader of the team - 11:15
- Can the same objective be carried out virtually? - 13:00
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How to build trust and unity within the team? Why does sharing the vision matter?
Tammi and Kim continue their last week’s topic on teams. This week’s conversation focuses more on the team retreat, activities, and purpose. Kim explains why it is essential to use the word “team” rather than “staff.”
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- The Vision Tracker - www.eosworldwide.com
Show Notes * The team went to virtual mode - 1:30 * The objective of the meeting - 1:30 * The overall effect - 4:23 * Why team, not staff? - 5:00 * The activities and their purpose- 7:08 * Identifying and solving a problem with the leader - 10:43 * Let people connect at a superhuman level - 11:50 * Vision - Traction Organizer - 12:45
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Why have a team?
In this episode, Kim and Tammi explain why having a team is essential. And as a leader, you must enable growth, uniqueness, creativity to prosper for your people. Also, they emphasize how service should be like --- fun and not miserable.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- There are people who love doing what you hate - 1:25
- Why business owners should consider having a team - 2:42
- Go slow, start small - 6:09
- The Activity Tracker: Ranking your dislikes, what you hate and love - 7:16
- The “Why” of the team - 9:27
- Smashing the glass ceiling to unleash your full potential - 11:14
- Find an additional thing to focus on aside from your business - 14:13
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Are you all in?
Tammi interviews Kim Butler in this last episode of the PEM 5.0 three-part series. Their conversation revolves around the highest membership called Evolution. According to Kim, evolution is an underlying tool of human beings for growth. Tune in to know more about the importance of continuous learning and stepping up.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://prosperityeconomicsadvisors.com/memberships/
Show Notes
- The Third Highest Level of PEM - 0:15
- Evolution as an underlying tool of human being - 1:47
- Who will evolve? - 3:25
- Problems that this movement can address - 4:51
- The special evolution access - 7:19
- The 12 Step Frame: remembering the simple yet critical pieces of information - 9:10
- Importance of keeping up your learning - 11:25
- Takeaways of the membership - 12:03
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Are you stuck with the old selling styles?
Tammi and Kim continue their conversation on the three-part series of Prosperity Economics Movement 5.0. They are now on the second level, which is the Universal Membership. This level is open for everyone, especially for advisors who want to revamp their business and are interested in learning more about the process of approaching clients.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://prosperityeconomicsadvisors.com/membership/
Show Notes * Recap of the Honorary Movement - 2:00 * Why is it called the Universal Movement? - 2:20 * Problems that this movement can solve - 3:07 * Who is behind these efforts? - 6:00 * How to join this movement? - 12:25 * Signing up for Success - 12:56 * Perks of being a member - 14:25 * Do more for more people - 16:25
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Are you looking for a community to help you learn?
In this first episode of the three-part series of Prosperity Economic Movement 5.0, Tammi and Kim talk about the three membership levels for advisors looking for learning and ways to gain confidence. They also emphasize the benefits of joining the Honorary Movement, which is the first level.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Join the Movement: https://prosperityeconomicsadvisors.com/
- Honorary Membership www.pemhonorary.com
Show Notes * PEM 5.0: 3 Levels of Membership - 0:24 * Honorary Level of Membership - 1:50 * Advisors need to revamp their business - 4:11 * How can the Honorary Movement be a solution? - 5:07 * Why did Kim start this movement? - 7:32 * The Limo Ride for the Advisors - 8:38 * Another Level of Community - 10:00 * The success that advisors can benefit from the Honorary Movement - 13:30 * Failures that can be avoided - 15:01 * Everyone here is positive - 16:55
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What’s in it for me?
Continuing with where they left off the last episode, Tammi and Kim talk about the Prosperity Economics Movement. Kim also shares what is in for advisors: What are the benefits and the content that they can use once they sign up.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- The Honorary Membership
- https://prosperityeconomics.org/
Show Notes * What today’s topics are all about. - 1:08 * As an advisor, what is in it for me? - 2:02 * The new content. - 4:09 * How to avail it? - 6:19 * The non-profit movement. - 8:29 * What’s the second-level training all about? - 10:10
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Whether it is for your business, your career, or even your life, having a mentor is crucial for continuity. However, looking for a great mentor can be a hit or miss: You might have to undergo a series of advisors to find someone who can work with you, your goals, and the obstacles.
Continuing her interview with Kim Butler, Tammi and Kim talk about the different resources that people can use to start with. Kim also discusses the reasons why she and her team are providing information for free: It’s going to make an impact, not only to the advisors but also to the clients and their families.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Launch by Jeff Walker
- https://prosperityeconomicsadvisors.com/membership/
Show Notes - What the topics for today are all about. - 0:07
- The sense of evolution and evolving as a person. - 0:56
- Is maintenance a thing? - 2:33
- It’s hard to admit that what you’re doing isn’t working. - 7:29
- The free resources where people can start. - 8:10
- What’s the reason why Kim and the team provide so much information for free? - 9:31
- Hoping to mold and shape the next generation of advisors. - 13:57
- The consequences of the straight and narrow path. - 16:54
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Budgeting sucks! Do you also think the same way?
In the second part of her interview with Kim Butler, Tammi and Kim continue their discussion about Untethered Aging. Together, they also talked about how people spend their money based on research. Kim also shared the top six success in living attributes. Kim and Tammi also agreed that during the start of the conversation, you should have the confidence to ask tough questions about the other person’s finances.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Untethered Aging
- Life Expectancy
- Entrepreneurial Leap
- Budgeting Sucks
- Planning & Progress Study 2019
Show Notes * Continuing the discussion about Untethered Aging - 0:19 * The book that caused Kim to deep dive for two hours straight and stop her from what she’s doing - 3:55 * It’s the cause, not the corporation. - 6:41 * How do people spend their money based on research? - 9:44 * We all know that budgeting doesn’t really work. - 11:36 * The top six successes in living attributes. - 13:16 * Nearly three-quarters of the people are reported to be more comfortable reducing risks to ensure the safety and stability of their savings and investments even if it means the potential for lower returns. - 15:14 * Have the confidence to ask the tough questions early in the conversation about the person’s finances. - 17:14 * Time is one of our most valuable assets. - 20:38
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How can you build a process, whether it’s for your business or your community?
Tammi welcomes Kim Butler to center their conversation regarding building communities. Kim shares several quotes from the Untethered Aging book which can help establish different processes in the business. If you are looking to control and manage the processes and outcomes in your business, stay tuned to this episode.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Untethered Aging
- The Summit for Prosperity Economics Advisors (Virtual) on October 28 to 29, 2021
Show Notes * Building communities: The power of community. - 1:54 * What’s the certainty that comes with business collaboration? - 2:37 * The people that are in the room at the Prosperity Economics * Events are all about giving first. - 5:17 * It isn’t about the leaders. It’s about the members and their relationship with each other. - 7:54 * I believe that a big part of that trust is a failure, learning from failures, openness, and vulnerability. - 9:52 * The framework is the structure that will create the process and control and manage the processes and the outcomes. - 11:19
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Tammi talks with Todd Langford about a whole life being tax-free that could be misleading and set up failure with your clients. The severe lack of trust will result in a lack of referrals. If you want to get the language right about your whole life and how it relates to taxes, listen to this episode!
To learn more about the Prosperity Economics Movement
- http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * To register for the next Truth Training: https://truthconcepts.com/truth-training/ * https://www.linkedin.com/in/truthconceptssoftware
Show Notes * Why tax-deferred is better - 3:18 * Paying taxes in the future - 3:54 * The premiums of whole life - 5:55 * Being honest in how it works - 7:24 * Losing any potential referrals - 8:47 * Doing the best you can for your clients - 12:53
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Tammi interviews Todd Langford, they talk about the importance of growth. Todd has a great example because he took an opportunity to do something that required a lot of time to be done. He talks about the benefits of doing that and the importance of investing in growth, he also dives into the updating of the Truth Concepts Calculators.
To learn more about the Prosperity Economics Movement
- http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * Truth Training: https://truthconcepts.com/truth-training/
Show Notes * The construction zone of the Truth Concepts software - 1:59 * It’s important to the clients - 4:41 * A needed expansion - 5:09 * Announcing something for Truth Concepts - 5:55 * Nobody likes change - 6:30 * Having solid numbers to talk to clients about some concepts - 8:15 * Shifting our thinking - 11:20 * Come to the next Truth Training! - 13:08 * Making the product more effective for the users - 15:46 * We all like results - 17:37 * The change will happen! - 18:55
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Tammi talks with Todd Langford who has become aware of a type of selling that’s more on the sale than the client. If this type of selling has crossed your path, Todd describes a different type of selling that will make you feel better about yourself.
To learn more about the Prosperity Economics Movement
- http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://truthconcepts.com/ * https://www.linkedin.com/in/truthconceptssoftware Show Notes * Doing things that aren’t true and are outside of integrity - 1:59 * Approaching sales from a manipulative perspective - 6:02 * Solving the problem - 7:31 * The optimal version - 9:03 * Agenda vs. customized approach - 10:56 * Improving a client’s life - 14:21 * The client should always be the hero - 16:48
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Tammi shares one of her experiences where she did not follow one of Dan Sullivan’s advice in his recent book: Who, not how. If you want to hear Tammi’s story, check out this episode!
To learn more about the Prosperity Economics Movement
- http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode - Who Not How: https://www.amazon.com/Who-Not-How-Accelerating-Teamwork-ebook/dp/B0867ZJ151
- Financial VA: https://financialva.com/
- Kim Butler: p4p@scicreations.com
Show Notes * Something relevant for the advisor’s community - 2:17 * Tammi’s story - 4:28 * What Costa Rica requires to travel there - 6:42 * What happened to Tammi’s trip - 8:40 * Having faith that you’ll get to the results - 15:15 * Kolbe always helps - 17:47 * When you need to hire someone - 19:33
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Today’s podcast is part of last week’s episode where Tammi and Kim talked about how to best help prospecting clients and regular clients how to accept new ways of thinking. Kim and Tammi share Vince D’Addona’s parallel paths and where you can access this simple tool that helps engage a client with new information.
To learn more about the Prosperity Economics Movement
- http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * Evolve Membership: https://prosperityeconomicsadvisors.com/membership/ * The Parasitic Mind: https://www.amazon.com/dp/B0853F4VKP/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1 * Kim Butler: p4p@scicreations.com
Show Notes * What’s a mental framework and how you can use it - 1:32 * A quote that Kim shares from a book - 3:34 * Why Truth Concepts is also a framework - 5:56 * The power of a framework is huge - 6:50 * Parallel Paths as a fabulous framework - 9:12 * Training on parallel paths - 13:32 * Creating value for people - 15:09
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Kim and Tammi talk about one of the biggest challenges that advisors face: getting their clients or prospecting clients to open their minds to new information. Kim and Tammi found that this is a challenge for them as well.
To learn more about the Prosperity Economics Movement
- http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
* The Parasitic Mind:
https://www.amazon.com/dp/B0853F4VKP/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1
* Summit for Advisors: https://thesummit4advisors.com/
* Kim Butler: p4p@scicreations.com
Show Notes * Shifting the content to provide - 3:56 * Going forward despite the new information - 5:29 * The addition of new information that makes a massive difference - 7:00 * 40 years in the business - 9:38 * Attending events helps you to grow and learn - 11:19
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Kim and Tammi talk about the power of putting out who you are as an advisor, not just what you do, but also who you are. Kim shares examples of her transformation in her marketing and website… moving from “what I do” to “this is what I am”.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Find your Purpose/Cause: https://www.blueprintprocess.com/
- Kim Butler: p4p@scicreations.com
Show Notes - The community of life insurance agents - 2:21
- Think about our words and conversations - 4:27
- Check yourself and check your thinking - 5:41
- Sharing a message that is personal to you - 8:34
- Where our community needs to go - 10:52
- Decisions made with emotions - 12:18
- Kim does not help people to retire - 14:00
- Kim’s action-oriented word - 15:01
- The power of knowing your purpose and cause - 16:11
- Specific action steps that our community can take - 19:16
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Kim shares one of the original reasons for purchasing whole life insurance— because they love someone or something so it relates to the death benefit. She talks about how we as advisors can talk about the death benefit and have a reminder about why people buy this type of insurance.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Kim Butler: p4p@scicreations.com
Show Notes * The reason for the creation of life insurance companies: death benefit - 1:22 * Having the life insurance death benefit - 2:31 * Being a life insurance agent - 3:28 * Death is a guaranteed event - 3:59 * Loving your product and believing in it - 5:08 * Are you familiar with human life value? - 6:51 * What makes life insurance great - 8:35
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You have a message that is unique to you… if you have this message, how do you get it out? Writing a book, making a video, recording a podcast, there are lots of ways to get your message out but the trick is just to get it out because when you do, then your people can find you and they can learn a little bit about you. Kim and Tammi talk about the power of getting your message out and some ways to do it.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Fiverr: https://www.fiverr.com/
- Canva: https://www.canva.com/
- PEM Dynamix: https://imobileinnovations.vids.io/videos/1199dfb11f1fe2ca98/pem-dynamix-presentation-mp4?vemail=%7B!email%7D
- Kim's new book: Perpetual Wealth Book: https://partners4prosperity.com/the-perpetual-wealth-book/
- Kim Butler: p4p@scicreations.com
Show Notes * Is writing a book helpful? - 2:30 * Developing trust - 3:10 * A collaborative effort - 6:38 * Having a message that needs to get out - 8:08 * Best reading - 9:55 * Transcription services - 13:34 * Using canva and create some book covers - 13:59 * Let people learn about you - 18:37 * A valid and legitimate message - 19:37 * Do not write a book just to write a book - 20:37
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Do you have families that you’re working with as an advisor? And are wanting to leave a legacy? If you know people that are interested in perpetuity, Kim has a brand new book: The Perpetual Wealth Book, and it’s available on Amazon. She discusses some important topics from her book, so stay tuned!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Busting the Financial Planning Lies:
https://www.amazon.com/dp/B00B87DXGW/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1 - Perpetual Wealth Book:
https://partners4prosperity.com/the-perpetual-wealth-book/ - Kim Butler: p4p@scicreations.com
Show Notes - How many books have been written by Kim - 2:22
- The Perpetual Wealth book - 2:56
- Life insurance is a product of love - 3:17
- The perpetual aspect of life insurance - 3:51
- Families want to be perpetual - 5:14
- Critical aspects behind the book - 7:57
- Building the Perpetual Wealth Strategy - 10:30
- What guarantees perpetuity - 10:38
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Hungry for more leads? Do you feel hungry for more appropriate leads? Not just anybody… but the right people… Today’s podcast discusses how to get not only more leads but appropriate leads that fill you with joy and energy.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Strategic Coach free resources: https://resources.strategiccoach.com/
- Kim Butler: p4p@scicreations.com
Show Notes * Putting out information consistently - 1:55 * Making a recent shift - 3:16 * Being in the content creation game for a long time - 4:13 * Creating content - 6:00 * Being more authentic and doing the job - 7:22 * The only way to raise your flag - 8:33 * Define what’s important - 10:27 * Having someone else do your marketing - 13:40
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Would you like more results for your business, your life… If you’re not getting what you’d like, what you believe you can get, Kim gives you a tip to understand why that may be happening and what you can do to change it.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Strategic Coach free resources: https://resources.strategiccoach.com/
- Kim Butler: p4p@scicreations.com
Show Notes * Kim’s blueprint - 1:36 * Strategic coach free resources - 2:08 * Dan Sullivan’s material - 4:40 * You have to create value first - 5:41 * We must give first - 6:15 * What value do you bring to the table? - 13:12 * Keep strategic coach on the cutting edge - 18:35
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Kim, with the help from her son, found a book from the person that started the American College which does the licensing for life insurance. She read the book and included the link in the show notes because the book is no longer in print. Kim and Tammi give us a couple of lessons from the book that you can share with prospective clients to answer the “why” behind life insurance.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Life Insurance book: go to about/digital library/economics of life insurance book
- https://huebnerfoundation.com/
Show Notes * The strength and adaptability that life insurance companies have - 3:06 * The economics of life insurance - 4:22 * What’s the American College - 4:40 * Robby found the book - 5:50 * A quote from the book - 6:50 * Principles from the Prosperity Economics Movement - 7:33 * A great example of adaptability - 11:43 * What life insurance brings to people - 14:57 * What matters about life insurance - 16:34 * The real reason behind choosing life insurance - 18:40
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What are the tools in your arsenal that help you climb up inch by inch and feel better if you are in cloud negative three? Kim shares what she does to feel better.
To learn more about the Prosperity Economics Movement
- http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * Are you Good Enough? CS Monitor.com * https://www.csmonitor.com/Commentary/A-Christian-Science-Perspective/2021/0407/Am-I-good-enough * Kim Butler: p4p@scicreations.com
Show Notes * What’s cloud negative three? - 1:07 * Acknowledging the feeling - 1:41 * Do whatever it takes to feel better - 2:06 * Kim isn’t always positive - 3:24 * One of the things that helps the most - 4:07 * Shifting where you are physically - 5:13 * Having freedom on the weekend - 8:58 * What am I being? - 15:02 * Get control - 19:56
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Have you ever faced a family member or a close friend not being sure how to bring up a subject like life insurance? Kim had that experience recently, and she shares an open question that does not put anybody in a defensive position… this question will help you too!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Truth Training dates: https://truthconcepts.com/truth-training/
- Truth Concepts blog: https://truthconcepts.com/blog/
- Summit 4 Advisors: https://thesummit4advisors.com/
- Kim Butler: p4p@scicreations.com
Show Notes - The most awesome Truth Training! - 1:18
- A three-day training - 3:31
- Helping people buy life insurance - 5:59
- Not being afraid to bring it up - 7:09
- Going to Truth Training - 8:44
- Learning new calculators - 12:30
- When is the next Truth Training? - 14:44
- Do you have anybody helping you with life insurance? - 16:08
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Kim talks about the difference between having a one-note message when you’re marketing vs a symphony of messages when you’re marketing and speaking to the clients and how to get the symphony.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Summit for Advisors in June (in person!): https://thesummit4advisors.com/
- PEA website to discover memberships and free webinars: https://prosperityeconomicsadvisors.com/
- Kim Butler: p4p@scicreations.com
Show Notes * Helping more people in more ways - 1:06 * Helping people in more ways by being a symphony - 3:01 * Providing a symphony of value for our people - 5:52 * Exponentialize your message - 8:02 * Being more than just one note - 9:02 * Becoming attractive to your people - 12:22 * An in-person summit that will be in June - 12:50
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Kim makes a huge announcement about Summit in person this June in Park City! So tune in and listen to details and her big reason why people should attend!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Summit in Park City (in person!): https://thesummit4advisors.com/
- For ideas on content you'd like to have at Summit: hello@pem.email
- Kim Butler: p4p@scicreations.com
Show Notes - The Summit in June will be in-person - 0:35
- Going to Park City this year! - 2:18
- Developing the agenda right now - 3:20
- Reason for Summit - 4:17
- The constant improvement of your knowledge - 6:59
- Come to the event with an open mind - 7:48
- What would make you a better human being - 15:22
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Kim and Tammi continue to talk about Kim's two-week frustration about CRMs. They also talk about the power of using quietness in everyday life.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Janet Sims' email: janet@pem.email
- Kim Butler: p4p@scicreations.com
Show Notes * The value of having a CRM - 1:04 * Get yourself a CRM database - 1:49 * An idea that can help you move forward - 3:20 * Feeling trapped - 7:03 * Take a moment to sit down and listen - 8:08 * Quiet yourself mentally - 10:02 * Try a few things out - 10:58 * We know when somebody is not listening to us - 13:29 * Helping the prosperity economics movement grow - 16:00
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Kim and Tammi talk about Kim’s massive frustration over the last two weeks as she tried to move the database….she did succeed, but there were two weeks of frustration. How do I get into a CRM without so much pain? This episode will tell you how!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- PEM Dynamix training: https://prosperityeconomicsadvisors.com/pemdynamix/
- Elizabeth Hagenlocher email: elizabeth@pem.email
- Kim Butler: p4p@scicreations.com
Show Notes - A CRM transfer - 1:38
- Complaining about the database transition - 2:54
- The unbelievable value of having a CRM - 3:12
- How much time it took for the transition - 4:14
- The learning curve - 5:42
- Give yourself a break - 7:04
- Talking about PEM Dynamix - 7:25
- Salesforce and Hubspot as CRMs - 8:25
- The PEM Dynamix crowd - 9:51
- Find the database that works for you - 13:20
- Learning the system and being confident - 15:54
- It’s not just a CRM… - 19:34
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Kim and Tammi continue their series on how to catch new information and assimilate it… Not get frustrated with yourself and get new ideas on how to assimilate new information.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
- Links and Resources from this Episode
- Summit 4 Advisors: https://thesummit4advisors.com/
- Kim Butler: p4p@scicreations.com
Show Notes * How you can assimilate new information - 2:04 * Doing something physical with the ideas that you learn - 3:18 * Catching and assimilating knowledge - 5:33 * How to not get frustrated - 11:51 * The three-step environment - 14:28 * Actively seeking - 16:00 * The June event - 16:13
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Taught vs caught information? Kim and Tammi talk about the last summit and how you can assimilate new information. Kim explains the concept: taught vs. caught.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Summit 4 Advisors: https://thesummit4advisors.com/
- Kim Butler: p4p@scicreations.com
Show Notes * We have to simplify in order to maximize - 3:29 * Coming back repeatedly to the Summit - 5:06 * The caught material and taught material - 6:14 * Taught vs. Caught - 8:24 * You have to get emotionally engaged with the information - 10:19 * Being interested in learning - 10:53 * The landscape of learning - 12:09 * Think on what are you passionate about - 14:12
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Kim and Tammi discuss part 3 of the importance of iterations on businesses. Also, they dive into the Prosperity Movement and the PEM Collaborative.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Honorary Membership sign up: https://prosperityeconomicsadvisors.com/
- Kim Butler: hello@pem.email
Show Notes - The idea of a podcast - 4:05
- Kim’s idea for PEM - 5:41
- Connecting new advisors to others - 5:56
- All human beings have a desire to serve - 6:30
- Providing value to people by attending events - 7:33
- The PEM collaborative - 10:38
- A foundational piece of the honorary membership - 11:31
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On today’s Advisor Advantage Podcast, it’s part 2 of a three-part series on the importance of iterations in our companies. Kim talks about her recent iterations inside the Prosperity Economic Movement and introduces a new member to the team.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Janet Sims email: janet@pem.email
- Honorary Membership sign up: https://prosperityeconomicsadvisors.com/
- Kim Butler: hello@pem.email
Show Notes - Looking forward and getting new perspectives - 1:31
- Helping to grow the movement - 2:30
- Janet Sims had a shift in her life - 3:06
- Reach out to Janet - 8:02
- The clarity between Truth Training and the Summit - 8:39
- Helping people buy life insurance - 9:41
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Tammi and Kim talk about the importance of iterations. Even if it feels that you’re taking a step back, the point is that you’re constantly changing to survive!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Kim Butler hello@pem.email
Show Notes - Get started and continue to evolve - 1:33
- The ability to listen and watch - 2:13
- Helping clients buy life insurance - 3:08
- Having certainty and uncertainty - 4:46
- Looking for opportunities - 6:13
- Appreciating the people around us - 8:54
- Listen and learn - 10:04
- People want a win-win - 12:46
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About a year ago, Kim was really excited because she found another tool that would help advisors be effective for their clients and this tool is a CRM system (Client Relations Management System), it’s extra special. It’s custom-designed for the Prosperity Economic Movement, if you’re looking for a tool that would help you manage systems, listen to this podcast as Tammi interviews Elizabeth Hagenlocher who will explain more about this tool.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- PEM Dynamix webinar: https://imobileinnovations.vids.io/videos/1199dfb11f1fe2ca98/pem-dynamix-presentation-mp4?vemail=%7B!email%7D
- Elizabeth Hagenlocher: elizabeth@pem.email
Show Notes
- All the things that Elizabeth does for the Prosperity
- Economic Movement - 1:29
- Getting educated - 3:25
- What is PEM Dynamix and what it does for advisors - 4:29
- It can save you a lot of time - 5:58
- Truth Concepts as a tool - 6:34
- Advisors can create content - 8:26
- Reach out to Elizabeth if you have any questions - 13:48
- What you should know about PEM Dynamix - 15:25
Review, Subscribe and Share
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On today’s Advisor Advantage podcast, Todd Langford gives us an update on Truth Training. He talks about a question that a relatively new advisor asked him, which was: “Why am I coming to Truth Training only to forget the software?” It was a great question and a great discussion to follow!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Next Truth Training: https://truthconcepts.com/truth-training/
- support@truthconcepts.com
Show Notes
- Truth Concepts training - 1:46
- The livestream side - 2:32
- Every training is different - 3:35
- The nature of learning - 10:55
- Are you here to find the truth or are you here to be right? - 17:52
- The more you come to Truth Training, you’ll have more confidence - 20:20
- When is the next in-person Truth Training - 23:48
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Kim and Tammi have a great conversation about knowing what you know. Do you know what you know? Find it out in this episode!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Truth Training: https://truthconcepts.com/truth-training/
- Summit for Advisors: https://thesummit4advisors.com/
- Strategic Coach: https://www.strategiccoach.com/
Quote: "It is with the joy to serve, that we achieve the objective, the peace. With the peace arrives the dream." Valter - Restaurant: https://valtersosteria.com/
- hello@pem.email
Show Notes
- Do you know what you know? - 1:07
- By knowing what you know you can help people more quickly - 1:48
- We also need external learning - 3:05
- Know what you know and take a test - 4:46
- Doing three summits this year - 6:22
- What do you do to engage with someone with a different viewpoint - 6:50
- There’s always something new that you can learn - 9:34
- Learning by watching, reading or listening - 12:14
- Be confident - 14:25
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Kim shares a great story from last week’s Truth Training involving ice cream and the joy of serving, and what that shift in paradigm does for your business and for you.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Truth Training: https://truthconcepts.com/truth-training/
- Kim Butler: hello@pem.email
Show Notes
- A story about ice cream - 1:10
- Kim’s dog - 3:00
- It’s with joy and peace that we can achieve our dreams - 5:29
- The joy of giving and serving - 7:08
- You as an advisor have as a goal to serve people and help them - 8:05
- The role of serving - 9:20
- Retirement is not good for us - 10:49
- Where joy is maintained - 13:46
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In today’s Advisor Advantage Podcast, Kim shares some great information about the importance of avoiding stagnation and some ideas to avoid that trap!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Summit for Advisors: https://thesummit4advisors.com/
- Kim Butler: hello@pem.email
Show Notes
- The advantages - 1:59
- Having a new perspective on things - 2:42
- We should always be looking for the new - 3:58
- Falling into stagnation - 4:54
- The state of not flowing or moving - 4:50
- Giving yourself some concessions - 6:18
- What to do to pass stagnation - 6:58
- What’s inspirational for Kim - 8:18
- Fighting against stagnation - 9:27
- What to do to avoid stagnation - 10:37
- The re-attendance to the Truth Training to avoid stagnation - 12:02
- The virtual summit that will come up in February - 14:26
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Tammy talks with financial advisor Julie Ann Hepburn about what she has done in her career, and it is remarkable. She has created a system where advisors can create a library of information for their assistants so that their assistants can be successful for them… a program that is just for advisors!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Julie Ann's email: info@FinancialVA.com
- Financial VA website: http://financialva.com/
Show Notes
- Being known as “Wonder Woman” - 1:53
- Having a virtual assistant - 4:06
- Why to hire an assistant - 5:22
- What they’ve developed - 6:46
- How the virtual assistant can be successful - 8:05
- Getting everything set up - 9:24
- This is not only for advisors - 18:39
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Tammi talks with Tony Braddock who helps share his special talent of communication. You may or may not have heard of him or spoken with him already, but his goal is to reach out prior to an event of prosperity economics movement and following an event of prosperity economics movement to make sure that our services to you are on point.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Tony's email: tonysbraddock@gmail.com
- Tony's phone: 262-613-2188
Show Notes
- Calling you just for feedback - 3:16
- Wanting to help you be successful - 3:53
- Utilizing Tony’s skillsets - 5:36
- Wait for a call from Tony - 6:37
- Providing you with a roadmap to help your business - 9:08
- People in the movement are truly amazing - 10:24
- Get in touch with Tony - 11:54
- Getting a valuation from you guys! - 13:12
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Tammi talks with Michael Isom who shares one of his personal philosophies: faith begins with self-interest. Enjoy this interview!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Michael's company: http://www.vaultais.com/
- Michael's racing: https://www.instagram.com/mobbin_racing/
- michael@vaultais.com
Show Notes
- Michael’s background - 1:07
- Kim’s desire and perspective - 3:07
- Talking about Kim Butler and the movement - 4:50
- Attending the summits more than once - 6:10
- Being a life-long learner - 7:49
- Kim Butler as a strategic coach - 9:13
- Wisdom begins with self-knowledge - 10:51
- It’s not selfishness, it is self-interest - 12:24
- It’s okay to want what you want - 13:31
- Your number one asset is you - 14:02
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In today’s Advisor Advantage Podcast, Kim shares her wisdom with us about the Kolbe Profile. This profile is a great tool for understanding who you are and how you best operate.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Kolbe: https://www.kolbe.com/kolbe-a-index/
- hello@pem.email
Show Notes
- What happens when you know your Kolbe score - 1:11
- What Kolbe identifies - 2:14
- Your intelligence capability - 3:28
- The only profile that Kim is aware of - 5:31
- How you take action - 8:08
- Kolbe as a fast tool for your business - 9:38
- Types of Kolbe - 12:36
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In today’s Advisor Advantage Podcast, Kim and Tammi talk about the power of a process. Everyone is different with processes from a spectrum of a more simple process to a more complex process: where are you in that spectrum? Which kind of process works best for you?
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- The Perpetual Wealth Way: https://prosperityeconomicsadvisors.com/pww/
- Truth Concepts Sales Process: https://truthconcepts.com/steps-for-the-first-truth-concepts-meeting-with-a-client/
- Kolbe: https://www.kolbe.com/kolbe-a-index/
- hello@pem.email
Show Notes
- The idea behind a process - 1:09
- Tammi’s Kolbe language - 1:52
- Five or six financial processes - 2:32
- Being more personalized and confident - 3:25
- Some examples of financial processes - 4:30
- A process inside the Prosperity Economics Movement - 5:50
- Where do you lie in that spectrum? - 6:56
- Using the Kolbe profile - 8:40
- Kim’s Kolbe score - 10:27
- Details and asking questions - 11:32
- Figure out what works for you - 14:40
- Having a process helps you - 15:43
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Kim shares a pretty cool tool called “The Prosperity Ladder” which’s a simple process that you can use to explain the power of Whole Life, no matter where they are in their financial journey.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Kim's book: Busting the Financial Planning Lies: https://www.amazon.com/Busting-Financial-Planning-Lies-Sustainable/dp/1478320044
- Kim Butler: hello@pem.email
Show Notes
- The Prosperity Ladder tool - 1:17
- A connection between work and money - 1:58
- The Ladder has two sides - 3:40
- Poverty, Subsistence, Comfort, and Prosperity - 4:29
- Savings and subsistence - 7:35
- Starting to work at owning - 8:12
- Starting at the top of the ladder mentally - 8:51
- Having some case studies as an advisor - 11:23
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This is the final episode of a three-part series where Tammi and Kim talk about the power of community and the power of being able to feel that you are at home. They talk about the Prosperity Economics Movement as a home.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://prosperityeconomicsadvisors.com/
- tammi@pem.email
- hello@pem.email
Show Notes
- The power of finding a community - 1:28
- Wanting to be a part of an organization - 2:00
- How human beings get results - 3:04
- When we cannot grow? - 4:32
- The confidence part - 6:36
- The need for material and content - 8:20
- Kim’s purpose - 11:10
- Join The Prosperity Economics Movement - 12:46
- The power of the Prosperity Economics Movement - 14:23
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Kim and Tammi go into the second part of a three-part series where they talk about Kim’s community, the Prosperity Economics Community, and how they are all a family that want to grow.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://prosperityeconomicsadvisors.com/
- tammi@pem.email
- hello@pem.email
Show Notes
- Purpose and cause leading you - 1:29
- Knowing your purpose and cause - 2:14
- The connection to values - 4:05
- Kim’s story - 4:16
- Founding a group that has your values - 6:33
- The deeper aspects behind the values - 7:09
- Invest in ourselves - 8:59
- The need for a community - 9:29
- Trusting your instincts - 11:31
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This is a three-part series for the Advisor Advantage Podcast community. It’s about Kim’s story about the power of knowing purpose and cause and the power of having a community.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- tammi@blueprintprocess.com
- hello@pem.email
Show Notes
- The power of having a cause - 2:09
- What is your purpose and cause - 3:01
- A refresher of the Blueprint process - 3:56
- Having more clarity about the vision - 4:43
- Clarity around purpose and cause - 5:41
- Activating life-long service - 6:46
- Why knowing your purpose and cause is important - 9:04
- Truth Concepts as a tool - 11:12
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Tammi and Todd talk about some of the language that comes out about mortgages that may tempt your clients to pay their mortgage early, and more about the truth on mortgages.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Blog on Loan Analysis Calculator: https://truthconcepts.com/buy-now-old/loan-analysis/
- Kim's Book: Busting the Interest Rate Lies: https://www.amazon.com/Busting-Interest-Rate-Lies-Discover/dp/0991305418
- Toddp4p@sbcglobal.net
Show Notes
- Decisions made out of fear - 2:09
- Thinking about the payment aspect - 3:00
- Accelerating the payments - 4:46
- The best calculator - 8:39
- Clients want to know the truth - 13:30
- The calculators help us as advisors - 14:57
- Be careful with the language that you use - 16:57
- Come to Truth Training! - 21:12
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On today’s Advisor Advantage Podcast, Patrick and Tammi talk about the importance of having confidence when speaking with a new client and how to present yourself to attract other people.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://paradigmlife.net/about/patrick-donohoe
- pweb@paradigmlife.net
- Brue Lee quote:
- “Be like water making its way through cracks. Do not be assertive, but adjust to the object, and you shall find a way around or through it. If nothing within you stays rigid, outward things will disclose themselves. Empty your mind, be formless. Shapeless, like water. If you put water into a cup, it becomes the cup. You put water into a bottle and it becomes the bottle. You put it in a teapot, it becomes the teapot. Now, water can flow or it can crash. Be water, my friend.” ― Bruce Lee
- Power vs. Force: https://www.amazon.com/Power-Force-David-Hawkins-M-D/dp/1401945074
Show Notes
- Talking about challenges - 2:42
- A “principle that contributes to 80%” - 3:02
- What you can do with fear - 4:54
- Power vs. Force book - 5:50
- How you can make the difference - 6:40
- Progress is possible - 8:34
- Relationships that provide value - 9:49
- The feeling of neutrality - 10:39
- Do not make excuses - 15:16
- A Bruce Lee quote - 22:46
- How important trust is - 25:08
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This is the final podcast of a three-part series about the power of telling stories. In today’s episode, Kim and Tammi talk about how to listen and how to build stories. Also, they share some client questions that you can use.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- PEM Dynamix (PEM branded CRM): https://mydynamixpro.com/product/pem-dynamix/
- Client questions:
- What was your life like before you had savings/cash value?
- Why did you buy your first policy?
- Have you had any failures with it?
- What is your life like now that you have it?
- What are your future milestones for it?
- Kim's email: hello@pem.email
- Tammi's email: tammi@pem.email
Show Notes
- The power of listening to a story - 1:22
- People do not ask good questions - 3:06
- Questions that you can ask to an existing client - 3:40
- Listen to the answer - 4:52
- Why PEM Dynamix could help you - 6:16
- The answer is the secret sauce - 7:46
- How the notes help you - 8:34
Review, Subscribe and Share
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This is the second part of a three-part series episode about the power of telling stories. In this episode, Kim and Tammi talk about how to build your story as an advisor with five questions that you can use to help with storytelling.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- What led you into financial services?
- What problem does your work solve?
- What failures have you learned from?
- What is your life like now?
- What is your outlook for the future?
Show Notes
- The five questions - 1:25
- Schools of thoughts - 4:31
- What question would you use to tell your personal story? - 5:35
- Dealing with money - 6:58
- Gaining trust - 7:38
- Banks are not a good place to save money - 9:10
- Financial planning programs - 12:15
- People’s stories - 19:31
- The point of starting the Prosperity Economics Movement - 21:55
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This is the first episode of a series of three podcasts about the power of telling stories. Whether you tell your story as an advisor, or you listen to the story of a client. This first podcast is about the power of stories in general.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Who Not How - Dan Sullivan: https://www.amazon.com/Who-Not-How-Accelerating-Teamwork-ebook/dp/B0867ZJ151
- Building a StoryBrand - Donald Miller: https://www.amazon.com/Building-StoryBrand-Clarify-Message-Customers-ebook/dp/B06XFJ2JGR
- Story Corps: https://storycorps.org
- Kim's email: hello@pem.email
- Tammi's email: tammi@pem.email
Show Notes
- Why this is important for advisors - 1:33
- A book filled with stories - 2:03
- Patrick Donohoe coming to Truth Trainings - 6:20
- Learn about telling stories - 8:07
- Helping clients get better results - 8:57
- The Truth Training story - 10:09
- Connecting to a story - 10:48
- Helping people create stories - 12:01
- All about telling stories in next episode - 15:00
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Kim and Tammi talk about how advisors need to see the value of whole life and how they are not supposed to use verbal gimmicks, so, if you want to understand more about how to help clients, this episode is for you!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Todd's blogs on distributions: https://truthconcepts.com/?s=distribution
- Upcoming Truth Training registration: https://truthconcepts.com/truth-training/
Show Notes
- Talking about gimmicks - 2:21
- A particular gimmick that Kim explains- 3:33
- Shift your thinking - 4:15
- How to utilize your death benefit - 5:11
- Use Todd’s Truth Concepts - 6:29
- Borrowing against the cash value - 7:04
- Life insurance as a place to store cash - 8:15
- What happens when you use gimmicks - 11:41
- With gimmicks, you are not helping yourself - 15:48
- Learning at Truth Trainings - 18:17
- The importance of perpetual learning - 19:17
- Attending Truth Training at least ten times - 20:38
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In today’s episode, Kim and Tammi talk about the importance of making mental shifts for daily improvements. At the end of the podcast, Kim talks about the next virtual summit in October.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- October Summit: https://thesummit4advisors.com/
- Kim's story of seeing the flowers in the weeds: https://www.goodnewsnetwork.org/people-using-chalk-to-label-weeds-growing-in-sidewalks/
Show Notes
- A new special movement - 1:21
- Shifting your thoughts - 1:58
- A consideration for advisors - 4:39
- The idea of shifting - 5:00
- Series of small shifts - 6:50
- All starts with internal shifts - 7:48
- The Summit coming up in October - 11:18
- A new PEM visionary platform - 16:06
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Patrick and Tammi have an interesting conversation about paradoxes and how it can sometimes trap us into disunity.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Patrick Donohoe: pweb@paradigmlife.net
- https://paradigmlife.net/about/patrick-donohoe
- https://www.linkedin.com/in/paradigmlife
Show Notes
- Recognize life paradoxes - 1:50
- Interesting paradoxes to think about - 2:18
- The more you learn, the more you realize things that you do not know - 3:19
- The paradox of an advisor - 5:46
- What steps to take - 9:22
- Gaining confidence - 15:14
- Certainty is uncertainty - 15:29
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Todd and Tammi talk about a new Truth Concepts Training event coming up in November. Also, they dive into the 11 Rings book related to Truth Concepts.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- 11 Rings: https://www.amazon.com/dp/B00O30HH5Y/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1
- Truth Training: https://truthconcepts.com/truth-training/
- Todd Langford: Toddp4p@sbcglobal.net
Show Notes
- A new Truth Concepts Training - 2:47
- The numbers represent dollars - 3:19
- Talking about concepts - 4:14
- Tools for basketball players - 5:09
- You have to have the principles - 5:29
- The Truth Concepts calculator - 7:19
- An analogy with basketball - 8:30
- Dedication and practice - 9:27
- What happens when you go to a Truth Training? - 10:23
- Being able to change lives - 10:52
- It is all about balance - 15:16
- Numbers are important - 16:14
- The importance of balance - 17:53
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Kim shares two books that she has read and explains why these books will help you in your financial and personal life.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- 11 Rings: https://www.amazon.com/dp/B00O30HH5Y/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1
- Tribal Leadership: https://www.amazon.com/dp/B006IDG1K6/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1
- Kim Butler: hello@pem.email
Show Notes
- The 11 Rings by Phil Jackson - 1:49
- Applying knowledge - 2:58
- Why use this book for your business - 4:00
- Tribal Leadership as a business book - 5:27
- “We are all in this together” - 6:49
- Getting results with your clients - 9:37
- Keep shifting - 11:50
- Helping agents learn the whole truth - 16:15
- Many people do not understand whole life insurance - 17:15
- How you can reach truth - 18:08
- The importance of listening - 20:00
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Tammi and Trent talk about his upcoming one hundred thousand dollar program, that you can join as long as you sign up by August 31st. Trent talks about the costs involved in the program and all the info you need about it!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Trent Fortner: trent4tnr@gmail.com
Show Notes
- Improving your financial life - 1:12
- What the program offers - 6:23
- Challenging your why - 8:45
- Chaos, uncertainty, and fear, create opportunity - 11:32
- Advisors working together - 15:56
- Inspire others to think big - 16:52
- Attracting new clients - 17:55
- Send Trent an email to be part of the club - 18:36
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In today’s Advisor Advantage podcast, Kim shares a personal story about a time when she really had to focus on vision. Listen to this podcast if you need some help to keep going!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Kim Butler: hello@pem.email
Show Notes
- Identify what’s important for you - 2:35
- Work should be enjoyable - 3:48
- Serving first - 4:50
- Living in a trailer - 6:09
- Visualize a longer time - 9:46
- Creating a vision in your mind - 11:15
- Get into survival mode - 11:52
- Keep your vision - 14:19
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Are you in the market for a new CRM? If so, PEM has contracted with another company to deliver a customized CRM just for PEM participants! If this interests you, listen to this interview with Matt Sanford who has just purchased PEM Dynamix and why he made this decision.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- PEM Dynamix: https://mydynamixpro.com/product/pem-dynamix/
- PEM Donate: https://prosperityeconomicsadvisors.com/memberships/donate
- Connect with Matt Sanford: jmsanford@gmail.com
Show Notes
- Why choose PEM - 2:47
- Ready to make a transition - 4:59
- Everyone makes decisions differently - 5:24
- Going digital - 7:41
- The deciding factor for a CRM - 10:58
- What gives you the PEM group - 13:22
- What’s PEM Dynamix - 15:05
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Did you know that there is a direct correlation between the degree to which you self-improve and your success? Patrick Donohoe and Tammi talk about how to accelerate your own success by focusing on self-development.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- pweb@paradigmlife.net
- https://paradigmlife.net/about/patrick-donohoe
- https://www.linkedin.com/in/paradigmlife
Show Notes
- The concept of confidence - 2:13
- What gives advisors the greatest confidence - 2:40
- A degree of confidence - 3:46
- It is not about how, it is about who - 5:51
- Search for the value in yourself - 6:46
- Providing more value - 7:51
- Focusing on the psychology - 12:21
- Learning about who, not how - 13:03
- Looking to better your situation - 18:21
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Kim and Tammi talk about how everyone has different priorities and backgrounds when it comes to faith, and how important that is. Kim lists some books and mentors that help promote faith, enjoy!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Kim Butler: hello@pem.email
- May McCarthy's book: https://www.amazon.com/dp/B00T5H0VQW/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1
- Phil Jackson's book: https://www.amazon.com/dp/B00O30HH5Y/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1
- Tribal Leadership: https://www.amazon.com/dp/B006IDG1K6/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1
Show Notes
- Talking about last week’s podcast - 1:53
- Amazing stories from June’s Virtual Summit - 2:24
- The concept of retirement - 3:46
- Create, give, and move forward - 4:58
- Having a “faith morning ritual” - 5:28
- Kim’s favorite books - 7:10
- Importance of your faith and morning routine - 7:46
- Kim’s mentors - 10:07
- Believing in something higher than yourself - 12:28
- Being clear on who you are as a human being - 14:56
- Having a Chief Spiritual Officer - 22:40
- Focus on giving - 24:32
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Kim and Tammi talk about the importance of Truth Training to gain confidence. Listen as Kim offers tips and advice to advisors!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://truthconcepts.com/truth-training/
- Kim Butler: hello@pem.email
Show Notes
- Numbers to pay attention to - 2:10
- Reaching the gap between fascination and ignorance with numbers - 3:20
- Numbers as the game - 4:54
- The annual attendance to Truth Training - 5:29
- For you as an advisor, it is important to know more about numbers - 6:11
- The importance of attending Truth Training - 6:37
- Gaining confidence at the training - 8:27
- Are you conceptual or analytical? - 9:53
- As an advisor you want to feel confidence - 11:48
- Creating value - 12:19
- The advisor that Truth Training attracts - 13:21
- Every Truth Training is different - 14:27
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Today is our episode with Trent Fortner! Mr. Fortner speaks about the advantages of being on a group coaching program. Trent has become the coach best known for creating sales conversations and questions that remove resistance from the sales process and motivates prospective clients and advisors alike to take action now. Tune in and enjoy!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Trent Fortner: trent4tnr@gmail.com
- https://www.linkedin.com/in/trentfortner
Show Notes
- Coaching models - 1:21
- Independent producers with different companies - 3:13
- An abundance mindset - 4:01
- The ability to communicate - 7:09
- Creating success - 10:54
- Setting good relationships with people - 11:48
- An independent producer mastermind - 13:22
- Coaching group size - 14:34
- Get in touch with Trent - 18:00
- Ensuring the quality of the group setting and environment - 18:41
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Kim and Tammi discuss the question WHEN and IF to bring in another advisor to help you answer the questions with your client. They discuss the three ways to get the information that you need without having to bring in another advisor, if that’s an issue for you, you will love today’s podcast.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://truthconcepts.com/truth-training/
- https://thesummit4advisors.com/
Show Notes
- The capability of the client - 2:12
- Your own confidence level and training - 4:09
- The power of humility - 4:30
- Building a relationship - 7:49
- Having transparency with a client - 8:06
- You need to know when something might be wrong - 9:41
- Confidence that comes from actual knowledge - 10:34
- The next Truth Training - 11:50
- The virtual summit - 12:53
- The free membership - 14:36
- An in-person summit for advisors - 16:33
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Kim Butler shares the 12 questions she uses in the first meeting with a client to get information from them, so she can optimize their financial strategy.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://www.amazon.com/Dan-Sullivan-Question/dp/1897239173
- https://truthconcepts.com/truth-training/
Show Notes
- The objective for the 12 questions - 1:12
- 12 questions aligned with a new client - 2:48
- The first four questions - 3:15
- Opportunities and strengths that you have already - 4:18
- Creating a strategy for a client - 5:14
- The other questions Kim asks in that first interview with a client - 5:55
- What do you want your money to do - 8:22
- Truth Training - 10:16
- Dan Sullivan’s book - 10:31
- The next Truth Training event - 10:38
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Marketing and branding expert Mike Brevik with CyberDogz, is with Tammi in today’s episode! If you feel that your brand needs to take a step up to the next level, this is the interview that you should listen to. Enjoy!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- mike@cyberdogzmarketing.com
- https://www.cyberdogzltd.com/
Show Notes
- Why revolutionize the marketing industry? - 2:04
- What he does for clients - 3:20
- Following a system and increase your chances to success - 3:50
- Addressing a foundation for a business - 4:31
- Digging into the client mind - 6:52
- Where the brand wants to go - 8:53
- Being truly efficient with your marketing - 12:49
- Get in touch with Mike Brevik - 16:23
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Helping advisors figure out how to reach their goals, that’s today's topic! Trent and Tammi talk about finding your unique approach and your path to success.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- trent4tnr@gmail.com
- https://thesummit4advisors.com/
Show Notes
- Principles that attract people - 1:51
- Getting over fears and limitations - 2:12
- Being more efficient when it comes to working with clients - 2:33
- Some takeaways - 3:57
- A new program for Trent - 4:48
- Producing and learning - 8:10
- Explaining more about the group calls - 9:44
- What Trent loves about the program - 11:38
- A good experience for people that have a business - 13:22
- The virtual summit - 15:33
- An excellent learning environment - 16:38
- There’s never been a better time to have life insurance - 17:00
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How do you feel about setting up a blog or setting up your social media? In today’s episode, Tammi dives into this topic with special guest Elizabeth Hagenlocher. Tammi and Elizabeth also talk about how they met each other and what is Elizabeth’s “superpower.”
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Elizabeth Hagenlocher
- elizabeth@pem.email
- http://elizabethhagenlocher.com/
Show Notes
- Elizabeth’s “superpower”- 1:55
- What does Elizabeth do? - 2:50
- Making Tammi sound like Tammi - 6:52
- We are not aware of how smart we are - 7:17
- Everyone has an unique message - 10:50
- Things we have to be doing - 12:20
- Using social media apps - 12:30
- Reaching out to Elizabeth - 13:35
- Life insurance licensed - 13:59
- Helping you to impact other people - 15:16
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Kim and Tammi talk about the virtual summit coming up in June! They give us details and how to register for it. Kim shares the structure of the virtual summit and how it can change your business for the better.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://thesummit4advisors.com/
- Kim Butler hello@pem.email
Show Notes
- PEM virtual summit - 1:13
- The opportunity to talk to other people - 2:23
- The mechanics of the virtual summit - 2:38
- A time to listen and learn - 4:04
- The information is so valuable! - 5:19
- What Strategic Coach believes - 7:15
- Attending the summit virtually - 9:52
- Benefits of the virtual summit - 12:58
- The virtual summit is a great opportunity - 18:92
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Tammi and Kim talk about the new way PEM has created for you, the advisor, to manage your clients! It’s good for the industry and specifically for PEM philosophy.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://mydynamixpro.com/product/pem-dynamix/
- PEMDynamix customer service: (Nathan) 866-579-7836
- https://joinnow.live/s/TwiCve
Show Notes
- What’s a CRM? - 1:45
- The client’s information - 2:59
- PEMDynamix’s work - 4:29
- The database system - 5:15
- Content for clients - 5:59
- An implementation tool - 7:06
- Where people can find more information about it - 12:21
- Do the training and follow the guidance! - 17:00
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In today’s Advisor Advantage Podcast, Kim and Tammi talk about one of the main subjects for the upcoming virtual summit in June: the approach with clients that Kim and Patrick have and how they help develop a good relationship.
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://thesummit4advisors.com/ * Kim Butler hello@pem.email
Show Notes
- Position yourself as a leader - 2:42
- What do you want to do? - 3:25
- Principles, Processes, and Products - 4:00
- How the movement operates - 4:19
- Something very common in our industry - 5:50
- Principles first, products second - 6:37
- The ability to shift your state - 9:55
- Patrick’s version and priorities - 11:25
- Developing a deeper connection - 12:49
- A new method of learning - 13:32
- Tammi and Kim welcome you to the next summit! - 14:52
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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On today’s podcast, Tammi talks to the creator of Truth Concepts software: Todd Langford! They talk about how numbers are essential and Todd tells us that “If the numbers are right, then they do not matter.” Listen and enjoy Todd’s insights.
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * support@truthconcepts.com * https://truthconcepts.com/blog/ * https://truthconcepts.com/tutorials/ * tlangford@truthconcepts.com
Show Notes * With great power comes great responsibility - 1:44 * You cannot have liberty with irresponsible citizens - 2:02 * Be responsible with the information that we give clients - 2:42 * We need to know the numbers so well - 4:06 * When the numbers really do not matter - 5:02 * Knowing what we are talking about - 6:33 * Gaining confidence around the numbers - 7:39 * Truth Concepts software - 12:47
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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As in the previous episode, Tammi and Kim dive into pretty exciting news for PEM members. They talk about marketing, principles, and processes including a new click funnel available for PEM members.
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://mydynamixpro.com/shop/
Show Notes * A new click funnel ready for you - 0:34 * A second podcast about marketing - 1:12 * Kim as a strategic coach - 2:12 * Promoting your company - 3:00 * It is all about integrity - 4:10 * Keep telling the truth! - 4:47 * The creation of a database - 5:30 * The importance of principles - 6:41 * Kim using the same seven principles - 7:18 * What’s available in the database - 8:04 * What do you need from your prospects - 9:05 * PEM Dynamix - 10:10 * Starting locally first - 12:06 * Developing your marketing system - 13:45 * Take action! - 17:29
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In this episode and the next, Tammi and Kim will dive into pretty exciting news for PEM members. They talk about incredible topics such as marketing, principles, and processes. Today, they will dive into the importance of starting with principles instead of products.
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://pathwayprocess.com
- https://thesummit4advisors.com
Show Notes * Starting with principles - 0:36 * How to build your financial practice with integrity - 1:12 * Summits of June and October - 2:26 * The idea of principles first - 2:58 * Humanize the exceptional - 5:03 * Talking about products - 7:22 * Our process needs to be all about the client - 9:10 * Why we feel that a process is a bad thing - 10:37 * Backstage steps vs front stage steps - 13:30 * Tammi’s stages in her process - 14:55 * Clients want to feel the connection with you - 15:31 * Principles, processes, and products - 15:54
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Tammi talks with Trent Fortner about the great challenges for advisors through the quarantine time and how to overcome it!
To learn more about the Prosperity Economics Movement * http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * trent4tnr@gmail.com * Trent’s phone: 615-347-1110
Show Notes * Helping advisors during quarantine - 1:30 * The quarantine challenge - 2:09 * How to do business from home - 2:37 * Trent’s experience working from home 3:14 * Trent’s coaching program - 5:12 * Challenges during quarantine - 6:30 * The Zoom meeting during quarantine - 9:29 * Bringing certainty into your life - 12:35 * How can you take this quarantine and make it valuable? - 15:14 * Moving forward during quarantine - 17:44 * Achieving success in this industry - 19:02 * Rewarded by creating value for others - 21:56
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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Trent is the founder and head coach of The Game Time Coaching Program and The Courageous Advisors Mastermind Program. He has created one of the most successful advisor coaching programs in the industry by utilizing his 30 years of experience in this industry as a producer and trainer. In today's podcast, Trent talks about his new focus on helping advisors move from a consumer's mindset to a producer's mindset. Be sure to listen to this episode as Trent gives us his insight and advice.
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * Trent’s email: trent4tnr@gmail.com * https://www.linkedin.com/in/trentfortner
Show Notes * Helping advisors and clients to think with a producer mindset - 1:02 * Creating value for advisors and clients - 2:04 * How his business is growing - 2:18 * Moving into a producer's mindset - 2:46 * Thinking with a bigger vision - 4:00 * How to sell products - 4:58 * Taking risks in life - 7:24 * The producer's mindset - 8:00 * His job as an advisor - 9:09 * Shifting from a consumer's mindset to a producer's mindset - 10:34 * Challenges that people face when they want to shift into a producer's mindset - 12:53 * Starting a new program for clients and advisors - 14:40
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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Kim and Tammi give a recap of their family retreat: this was their first family retreat that came off with great success, it was so unique! Kim even talks about it in her book, and in today's episode, they will dive into some of the challenges and victories that occurred during the family retreat. Stay tuned!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * The client version of Kim's book Perpetual Wealth: http://www.partners4prosperity.com/perpetual-wealth-book * The advisor version of Kim's book Perpetual Wealth: http://www.partners4prosperity.com/pwbook
Show Notes * Why the movement exists - 1:23 * Their awesome family retreat - 4:20 * The results of the retreat - 4:34 * Tammi's takeaways from the retreat - 5:20 * Family retreat challenges - 6:02 * Activities that they did together - 10:29 * Thinking on what's most significant in life - 12:03 * Creating a Perpetual Wealth Book course - 15:51 * A few concepts that are inside Kim's book - 17:22
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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Tammi and Kim talk about how to discern between an ideal client and a not-so-ideal client. Kim shares about how she handled conversations with a couple that weren't her ideal clients. Be sure to stay tuned to learn the importance of working with ideal clients and how to search for only ideal clients for your business.
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * The Whole Truth videos: https://wholetruth.truthconcepts.com/ * Summit 4 Advisors: https://thesummit4advisors.com/
Show Notes * A case study of ideal clients - 1:01 * The clients were interested in life insurance - 1:31 * Counseling clients about truth concepts calculators and much more - 2:30 * Meeting number three with those clients: What would you do if there's no connection with the client? - 3:10 * What is it that you want your money to do? - 4:17 * The difference between savings and investing - 5:17 * What's a non-ideal client? - 8:08 * What happens when your client makes you feel that you're not going in the right direction - 8:33 * Experience with clients that are not ideal - 12:31 * Kim recommends advisors to focus on what your client wants - 14:56
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This is the first of three episodes about moving from a face to face environment with your client, to a virtual environment. Kim and Tammi discuss this topic in this difficult time going on right now. Be sure to stay tuned to all three episodes, and learn how to move forward into a virtual environment with your client!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://zoom.us/ * Kim's video on virtual meetings: https://partners4prosperity.com/long-distance-solution/
Show Notes
- Moving into a virtual environment - 0:32
- Coronavirus taking over the world - 1:16
- An opportunity to switch into a virtual environment - 1:29
- The transition from face to face to virtual - 2:53
- Things that are not under our control - 3:19
- Developing other skills - 4:52
- Tammi's experience shifting from face to face to virtual environment - 5:34
- Everybody virtually - 6:34
- The work environment - 9:04
- Kim's experience working virtually - 10:26
- Using Zoom as a tool - 15:57
- Talking with friends and family using Zoom - 16:33
- Kim's long-distance solution video - 18:02
- You don’t need to spend a lot of money to get started - 18:35
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This is the third of three episodes about moving from a face to face environment with your client, to a virtual environment. Kim and Tammi talk about Truth Concept’s software and resources to learn more about it. Also, they encourage us to move into a virtual environment and explain the benefits of doing so.
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://zoom.us/
Truth Concepts resources:
- http://www.truthconcepts.com/truth-training
- http://www.truthconcepts.com/blog
- http://www.wholetruthvideos.com/
Show Notes * Virtual meetings - 0:23 * How to use the Truth Training calculators in your virtual meetings - 0:39 * Sharing your screen with zoom - 1:35 * Privacy is dead - 2:54 * Sharing education with someone - 3:10 * Just ask us if there's something virtual that you do not understand - 4:30 * Using Truth Concepts software - 5:05 * Sharing your screen - 6:07 * The ability to know how to use the calculators - 8:36 * Using the Whole Truth videos - 9:01 * How do you like to learn? - 9:46 * Creating a productive virtual environment - 12:19 * The attendance to Truth Training - 14:13 * Truth Training is 100% accurate - 15:05 * Helping clients in more ways and more parts of the country - 16:00 * It is all about the TRUTH - 16:32
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The second of three episodes about moving from a face to face environment with your client, to a virtual environment. Kim and Tammi discuss some virtual tools that we can use in this difficult time. Stay tuned and enjoy it!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode Virtual tools:
- Phones: http://www.mydynamixpro.com/
- Google voice: https://www.ruby.com/lp-reception-services-native-form/?utm_source=paid%20search&utm_campaign=adwords&utm_medium=brand&utm_term=ruby%20receptionist&utm_content=sign%20up&gclid=Cj0KCQjw6sHzBRCbARIsAF8FMpWNlWnEFm0DeUlsZ8AWCJn0lOuM4jFRAcjazKyCl8qQujhuRGv9AwgaAiOhEALw_wcB
- Amazon's dogs: https://blog.aboutamazon.com/working-at-amazon/how-much-does-amazon-love-dogs-just-ask-one-of-the-6-000-pups-that-work-here
Show Notes * Moving into a virtual environment - 0:13 * What happens when you are in a virtual space - 3:00 * Starting a conversation with a smile - 4:04 * Being ready to start a conversation with your client - 5:20 * Establishing a level of trust - 6:58 * Setting up new tools for your business - 8:53 * Google voice tool - 9:52 * Different phone tools and the Truth Concepts calculators - 11:04 * Attracting your ideal client - 12:17 * Why Tammi and Kim love the use of phones - 13:30 * How to do business virtually - 14:43 * Amazon's dogs - 16:30 * Creating a personal environment - 16:50 * Helping clients work online - 17:40
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Tammi interviews Todd Langford today! They talk about the previous Truth Training that Todd and Kim recently attended. There will be another training in April, so be sure to mark your calendars because Truth Training™ has been called the “Masters in Finance.” You will leave the event with the ability to demonstrate complex financial concepts in a way that clients can understand and take action.
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://truthconcepts.com/truth-training/
Show Notes * Talking about life insurance - 2:13 * The power of life insurance - 2:50 * What happens after death occurs? - 4:54 * Impacting lives - 6:06 * What you'll do at a Truth Training - 6:45 * The education process of a Truth Training - 7:06 * Focusing on the client - 9:54 * An example from the last Truth Training - 11:55 * Being influential and helping clients make decisions - 13:14 * The Truth Training: standing by the truth - 15:25 * When will be the next Truth Training? - 18:01 * Love what you are doing - 19:51
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On today's Advisor Advantage podcast, Kim Butler shares insights about her new book: Perpetual Wealth. She discusses the ten reasons to buy life insurance for our kids and family legacies. This episode is full of value for you and your clients, so stay tuned, and enjoy! To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://partners4prosperity.com/perpetual-wealth-book/
Show Notes * Ten reasons to buy life insurance for our kids - 1:50 * Explaining why to buy life insurance - 3:04 * Teaching valuable financial skills - 9:59 * Having estate plan benefits - 4:31 * Rate of return on a life insurance policy - 7:35 * The importance of having financial literacy - 9:18 * Explaining the concept of maximizing - 13:14 * Being cognizant of the difference between maximizing and optimizing - 13:59
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Kim Butler and Todd Langford share their experience at the Abundance360 event. They also dive into what tools can be very useful for advisors. Stay tuned!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://partners4prosperity.com/perpetual-wealth-book/ * https://www.abundance360.com/summit
Show Notes * Attending the Abundance360 Summit - 1:26 * Todd’s thoughts about the event - 2:20 * What Kim learned at Abundance360 - 5:48 * The importance of truth and technology - 5:54 * What's a Big Hairy Audacious Goal? - 8:45 * Talking about the importance of technology in our lives - 9:14 * Having access to a quantum computer - 10:48 * Peter Diamandis's Amazing philosophy - 11:20 * Being confident about the future - 13:20 * Tools that help advisors - 14:44 * An automated scheduler - 17:13 * All of us can learn from mentors - 18:00
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Kim Butler shares valuable information in her book, Perpetual Wealth. Today, Kim and Tammi dive deep into the key points of the book: all about family legacies and the 12 things you should know about life insurance, so stay tuned!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://partners4prosperity.com/perpetual-wealth-book/
Show Notes * Life insurance is a powerful tool - 1:30 * All you need to know about life insurance - 1:40 * You are never too old for life insurance - 2:28 * Kim's experience with life insurance policies - 4:12 * Life insurance for your kids - 7:32 * Purchasing insurance for children - 9:13 * Rate of Return using life insurance - 10:19
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Kim and Tammi can help you with identifying your marketing message and your ideal client. They share a story about what the Blueprint process refers to as the “Bullhorn message.” They are going to give you an exercise, a thinking exercise that will help you identify not only your Bullhorn message but also your Bullhorn audience or your ideal clients, the people who really want to hear what it is you have to say. Listen and enjoy!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes * People who really want to hear what you have to say - 0:47 * What's the Bullhorn message? - 1:15 * An opportunity to attract ideal clients - 1:45 * Wanting to generate trust - 3:06 * What are the ideal clients? - 4:33 * Having a powerful Bullhorn message - 8:01 * Kim's experience with a genius message - 9:53 * What happens when you are inspired by your subject - 13:05 * The way you can give value to people - 14:11 * The Bullhorn message is your battery - 14:36 * Not wanting to lose potential clients - 16:01 * All you have to do is speak about your Bullhorn message - 17:05 * What happens when you are with your ideal client? - 19:29 * Are they ideal for me? - 21:19 * Ten characteristics that your ideal client needs to have - 2:27
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Kim explains the seven ways to build a family bank and acknowledges that every client has a different situation and priorities, so these seven ways are not equal for everybody. It's important as you are working with clients about funding their family bank, to look at their particular situation and pick the ways that fit their circumstances and priorities. Listen to Kim’s infinite knowledge and enjoy this episode!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://partners4prosperity.com/perpetual-wealth-book/ * Client version of Kim's new book: http://www.partners4prosperity.com/perpetual-wealth-book * Advisor version of Kim's new book: http://www.partners4prosperity.com/pwbook
Show Notes * Seven ways to build a family bank - 0:25 * The goal: helping people in more ways - 1:14 * How to use family financing? - 2:29 * Using whole life insurance as a place to store cash - 3:31 * Building a family bank with life insurance - 4:24 * In Todd's Truth Training you can learn how to build a family bank - 5:32 * The importance of the Emergency Fund - 7:07 * Steps to follow for family banking - 8:17 * We are our client's agent - 9:50 * The benefits and value of savings - 11:58 * Shifting our viewpoint to different opportunities - 15:45 * Good habits - 18:56
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Kim and Tammi continue their conversation about the key points in her new book, Perpetual Wealth. Today, they talk about the steps to building a family bank. Kim describes how as an advisor, you can share these concepts and help your clients build a family bank. Enjoy!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://partners4prosperity.com/perpetual-wealth-book/ * Client version of Kim's new book: http://www.partners4prosperity.com/perpetual-wealth-book * Advisor version of Kim's new book: http://www.partners4prosperity.com/pwbook
Show Notes * Key points of Perpetual Wealth - 0:59 * Seven ways to fund your family bank - 1:20 * One client's biggest concerns - 2:12 * Redirecting your savings - 2:37 * Moving money from investments and savings - 5:56 * Focusing on paying down debt? - 7:07 * Good idea to pay down mortgages? - 8:44
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Tammi talks with Kim Butler, who shares a tale of two events: one that happened in 2019, and one that's going to happen in 2020, all about the concept of being a leader. It's a great analogy to what we can do as leaders for ourselves, our business, and our clients. Enjoy this episode!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://thesummit4advisors.com/
Show Notes * Tammi's talk with Patrick Donohoe - 2:38 * A tale of two events - 3:21 * Event number 1: the virtual summit November 2019 - 3:58 * Event number 2: Summit 2020 - 4:00 * What happened in the first event - 5:02 * What you do when things don't work out as you planned - 6:49 * Putting good into the world - 10:15 * The upcoming event in 2020 - 11:33 * What she would like to go through in 2020 - 14:13 * Working on humility - 15:57 * The Prosperity Economics Movement is working on tools for clients - 17:03 * We are leaders of ourselves - 18:13 * You have to be confident enough to answer client's questions - 20:25 * What gives you the Truth Training - 21:04
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Today's conversation between Tammi Brannan and Patrick Donohoe will make you want to be at a Truth Training. This training for Advisors offers an understanding of different aspects of financial strategies, how to be a leader in your business, and how to better help your clients! But probably the most important training it offers are strategies to communicate with others efficiently. Be sure to register for this training, you'll see the results!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * Truth Training registration for 1/29-31: https://truthconcepts.com/truth-training/ * "What is cash value:" https://www.dropbox.com/s/4zqgqccao9yisg3/POLICY%20LOAN%20HISTORY.pdf?dl=0 * Penn Mutual podcast on IUL: https://www.buzzsprout.com/407080/1488073-the-risks-of-leveraged-iuls-with-bobby-samuelson
Show Notes * Every single person is unique - 1:10 * Talking to advisors every day - 3:02 * A needful thing for advisors right now - 3:25 * Trying to find pieces of truth - 6:31 * Offering the Truth Training for advisors - 9:20 * Understanding different aspects of financial strategies - 12:11 * Learning about systems and teamwork - 15:42 * Everyone is different - 25:20 * One of the things that make a leader a true leader - 27:40 * Being able to communicate yourself - 28:55 * Searching for the truth - 34:03
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Patrick and Tammi talk about the psychology of human behavior, how to make changes in your life to get the results that you want, and how to grow your business. Stay tuned for the best episode Patrick and Tammi have ever done!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://www.linkedin.com/in/paradigmlife
Show Notes * What happened to Patrick in 2008 and 2009 - 1:13 * Understanding human behavior and the dynamics of leadership - 2:28 * Knowing about psychology allows you to do better things - 3:22 * Some articles to understand about health trends - 5:05 * What to do to make a change in your life - 6:27 * Behavior, decisions and the market - 7:27 * The success of financial advisors - 8:33 * We are living in immediate time, we want immediate results - 12:47 * The snowball effect - 13:40 * What gives a strategic advantage in the financial world - 13:56 * Becoming a life coach - 15:52 * The impostor syndrome - 17:16 * What can create perpetual frustration? - 21:00 * What are advisors doing in the marketing space? - 22:31 * What will attract people? - 24:17 * Everybody should do a webinar - 25:59 * What you can do to grow yourself and your business - 29:25 * Action steps that you can incorporate in your life - 31:07 * What's the true failure? - 33:05
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Kim and Tammi are discussing a series of keypoints in Kim's book Perpetual Wealth. Kim dives into the seven steps to save and why it is so powerful to use them. Stay tuned, and enjoy!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://partners4prosperity.com/perpetual-wealth-book/ * Client version of Kim's new book: http://www.partners4prosperity.com/perpetual-wealth-book * Advisor version of Kim's new book: http://www.partners4prosperity.com/pwbook
Show Notes * Sharing key points about family legacy - 1:20 * What happens when we think about savings - 2:35 * Saving in a separate account - 3:55 * The place to store money - 4:38 * Take 10% of your income every month and save it! - 5:16 * Being determinate to build wealth - 5:42 * Is it good to use a 401 (k) plan? - 6:32 * The two versions of the Perpetual Wealth book - 10:00
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Kim's book: Perpetual Wealth, is jam-packed with information! Kim and Tammi dive into the different stages of finances that an individual goes through and understanding the prosperity ladder. Stay tuned and enjoy this episode!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://partners4prosperity.com/perpetual-wealth-book/ * Client version of Kim's new book: http://www.partners4prosperity.com/perpetual-wealth-book * Advisor version of Kim's new book: http://www.partners4prosperity.com/pwbook * Kim’s recommendation if you want to know more about the notion of oldness: https://www.publicaffairsbooks.com/titles/joseph-f-coughlin/the-longevity-economy/9781610396653/
Show Notes * Perpetual Wealth's key points - 1:18 * Understanding the prosperity ladder - 3:09 * The stages of financing - 4:30 * Actions that you can take between stages - 5:12 * Cash flow problems - 6:53 * Difference between subsistence and comfort - 7:18 * The act of saving - 8:00 * The idea of perpetual wealth - 9:12 * The notion of oldness - 12:56 * Why the prosperity ladders help - 13:52 * The seven phases of prosperity - 15:55
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Kim and Tammi are discussing key points about Kim's book: Perpetual Wealth. This book is all about family financing and how to build a legacy (includes both a client and advisor version.) Listen as they explain the 4 cornerstones of family financing. Enjoy!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://partners4prosperity.com/perpetual-wealth-book/ * Client version of Kim's new book: http://www.partners4prosperity.com/perpetual-wealth-book * Advisor version of Kim's new book: http://www.partners4prosperity.com/pwbook
Show Notes * How to use family financing - 1:17 * Recording the audio version of the book - 1:58 * Family financing to build prosperity - 2:37 * Where you can find the two versions of the book - 3:30 * Good information about whole life insurance - 5:43 * The four cornerstones of family financing - 7:50 * How the four cornerstones relate with family legacy - 8:20 * Educate your children about money and finances - 9:11 * Part of perpetual wealth - 10:03 * The leadership role - 11:56 * Investing in human capital - 13:42 * The Perpetual Wealth Four Cornerstones - 15:54
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As an advisor, if you've been interested in raising your business, Trent is offering this program as an affordable option to learn and grow. What he's finding is an amazing success with his advisors in the programs. Listen to today's podcast to hear about some of those successes!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://www.linkedin.com/in/trentfortner
Show Notes * How long he has been in the financial industry - 1:15 * Trent's new program - 3:10 * Success stories of the coaching program - 3:20 * The importance of participating in a coaching program - 4:56 * When the new group coaching program is going to start? - 6:22 * How can you participate in the new group coaching program - 6:49 * Forty-three advisors that are now active in Trent's programs - 7:59 * Having a life less stressful - 9:52 * Having record numbers in the industry - 10:48 * Growing significantly - 14:00 * Teaching a lot of significant things for a successful life - 14:17 * The importance of having self-confidence for success - 16:45 * What's coming up for 2020 - 18:34
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Todd Langford, one of the founders of The Prosperity Economics Movement, is interviewed by Spencer Shaw, who is the executive producer for this podcast. They discuss the whole truth of finances and dive into the Truth Concepts Software. In this thought-provoking conversation, important topics are brought up such as principles, the role of an advisor, and much more!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://truthconcepts.com/
Show Notes * What is Truth Concepts? - 1:23 * There's a lot of untruths in the industry - 2:00 * Some advisors do not get good training - 3:26 * What's Truth Training? - 7:24 * What happens if you do not have any training at all - 7:49 * Understanding the time value of money - 11:02 * We always have an interest cost - 12:13 * Using financial calculators - 14:11 * It is the advisor's responsibility to know the numbers - 17:04 * Using the software to prove numbers are right - 17:38 * The hardest concept for consumers - 18:37 * Spencer's experience at Truth Training - 20:00 * One of the biggest mistakes people make - 25:39 * There's a difference between objective and method - 29:00 * The power of certainty - 29:44 * Risks that become an opportunity - 31:00 * The definition of risk - 35:00 * Principles become first! - 39:22 * An exchange of value: doing your best for your client - 43:22 * The importance of working with the truth - 44:43 * The truth requires education - 45:03 * We cannot rely on compliance - 51:33 * What's a democracy? - 54:30 * The US is designed to be a republic - 55:39 * Having principles that you won't violate - 58:33
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Kim and Tammi talk about Kim's new book: Perpetual Wealth. This book is available on the website with both a client and an advisor version. Kim will dive into the 10 obstacles of perpetual prosperity, stay tuned and enjoy!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://partners4prosperity.com/perpetual-wealth-book/ * Client version of Kim's new book: http://www.partners4prosperity.com/perpetual-wealth-book * Advisor version of Kim's new book: http://www.partners4prosperity.com/pwbook
Show Notes * The 10 obstacles of perpetual prosperity - 1:46 * Talking about taxes - 3:11 * The idea of government control - 3:26 * The qualified plan space - 4:24 * Retirement and loss of life value - 5:11 * What is a success tax? - 6:30 * The tax on the harvest type of account - 7:40 * Perpetual Wealth focus - 8:12 * Life insurance as tax-free income - 9:54 * A different perspective about what a successful life is - 12:02 * Using life insurance for perpetual wealth - 12:20 * Talking about the 10 obstacles - 14:06
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Patrick Donohoe goes into episode two about the Hero's Journey Today, Patrick continues to explain how you can use this concept with your clients by recognizing that you are not the hero in their story— THEY are the hero in their story. Also, he helps you understand how all of this relates to how you talk to them, how you invite them into the process with you, and how you can create value for them. Enjoy!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://www.amazon.com/Heros-Journey-Joseph-Campbell-Collected/dp/1608681890
Show Notes * A Hero's Journey recap - 1:32 * Choosing a framework - 2:33 * Who's the real hero - 3:35 * The best way to communicate with clients - 4:55 * Teaching the client the way you teach yourself - 5:50 * Appreciate your client's world - 7:35 * The meaning of language - 9:28 * The identity of ourselves - 12:04 * Giving people steps - 13:57 * Helping your client and giving a piece of advice - 15:06 * We see ourselves as the hero - 15:59 * Being the guide or the hero? - 17:50
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Today's episode is one of two with Patrick Donohoe, who is sharing Joseph Campbell's idea on the Hero's Journey and how it relates not only to the PEM, but to your clients and your business. He also talks about Kim and Todd as the leaders of the Movement and how they lead from through the Hero's Journey perspective. Make sure you stay tuned for part two as well!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://www.amazon.com/Heros-Journey-Joseph-Campbell-Collected/dp/1608681890
Show Notes * Life and Death - 2:00 * The Hero's Journey - 2:58 * Joseph Campbell’s idea - 3:35 * The Hero's Journey basics - 4:05 * Understanding the stages - 5:37 * The moment of despair - 7:20 * Overcoming adversity - 8:27 * The archetype of the Hero - 8:56 * Advisors as heroes - 10:27 * Being open to relationships - 11:30 * Identifying yourself as a hero - 13:02 * The Prosperity Economics Movement using the Hero's Journey - 15:00 * Facing challenges and difficulties - 17:02 * Being at the ready to learn and give - 18:57
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John Moriarty comes back to part 2 of our series. Today, John shares some deep details about his business’ big vision and how with his interaction with the Prosperity Economics Movement, he's been able to see it in a way that he never understood before. For John, being involved with the PEM connected him to the right people who took him to the next steps to achieving a long-held vision. You don’t want to miss this one!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://www.e3wealth.com/team/john-e-moriarty-chfc * jmoriarty@e3wealth.com
Show Notes * The ideal person for the Movement - 1:32 * John as a perfect member of the Prosperity Economics Movement - 2:13 * Being a part of something bigger - 3:30 * Being in the business for over 25 years - 4:17 * Always learning - 5:18 * A current big thinking goal - 5:42 * Appreciating people that made things happen - 6:52 * Having a great idea and being part of it - 9:08 * Participating in webinars - 11:55 * What provides the Prosperity Economics Movement - 12:55 * Being involved with PEM - 14:43 * What's it all about? - 15:38 * Continuing to grow! - 16:13
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Tammi talks to John Moriarty from e3 wealth. John has been a part of the Movement for the last couple of years where he and his team have been integrated into the planning of the Prosperity Economics Movement. In the first edition of this 2-part series, they describe the ideal candidate for the Prosperity Economics Movement and how to find it. Stay tuned, enjoy and don’t forget to check out part 2 next week!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://www.e3wealth.com/team/john-e-moriarty-chfc * jmoriarty@e3wealth.com
Show Notes * John as part of the Movement - 1:10 * John's thoughts about the Movement - 2:49 * The importance and value of Summit - 4:18 * Sharing the different principles of Prosperity - 5:11 * Being part of the Movement for the last few years - 5:35 * Coming into the industry - 6:40 * Kim and Todd with the Principles of Prosperity - 8:02 * The next step: Join the Movement - 8:31 * Being a part of the Movement - 9:30 * Attend Summit! - 10:56 * To be a big thinker - 11:59
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This is a special episode in which Todd Langford talks about the new updated Truth Concepts software that now includes Canadian tax rates. Stay tuned and listen to Todd’s insights about the latest Truth Concepts training.
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://truthconcepts.com/truth-training/
Show Notes * The new updated Truth Concepts Software - 0:20 * Taxes and negative connotation - 3:10 * Paying taxes is like paying a penalty - 3:50 * The snowball effect - 5:02 * A penalty for not investing - 5:20 * The recent Truth Training - 6:15 * Taxes in the US - 7:49 * Advisors in Canada and Truth Training - 9:04 * Sometimes the Canadians in class start to laugh at us about our taxes - 10:08 * The same software, you can select! - 11:26 * The latest Truth Training in Houston - 11:55 * Every Truth Training is different - 13:01 * The value of taking the time to learn - 14:27 * The Truth Concepts Academy - 17:34 * Taking in the new information and developing the hunger to learn - 19:09 * When will be the next Truth Training? - 22:14
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In today's episode, Tammi talks to Sherrie Wehner, wife of financial advisor from PEM: Bruce Wehner. Sherrie is a marketing consultant who comes from two different perspectives in this episode to share her marketing background and explain to significant others of financial advisors how to get them referrals. Stay tuned and enjoy her story!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * http://sherwehnerconsulting.com/ * https://www.linkedin.com/in/swehner * https://twitter.com/sherweh?lang=en
Show Notes * Sherrie as a marketing expert and wife - 2:38 * Sherrie's background - 3:14 * Spouses and business - 3:50 * What the spouse does - 5:18 * Traveling with her husband - 6:12 * Three answers for “What does your husband do?” - 7:27 * Making decisions to reach your financial goal - 9:06 * The impact of a spouse - 9:56 * The referral is so important - 11:04 * How do you get referrals? - 12:29 * Some secrets in a marriage are good - 14:35 * Different financial goals - 16:07 * The passion of helping clients - 17:45 * Get in touch with Sherrie - 21:39 * Do you want to refresh your brand? - 22:35 * Being a supporter of the Movement - 24:04
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Kim and Tammi start the first of sixteen episodes about Kim's new book: Perpetual Wealth. These next episodes are going through distinctive tools within the book that you can use for your clients. Stay tuned for these sixteen episodes and enjoy!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * https://partners4prosperity.com/perpetual-wealth-book/ * Client version of Kim's new book: http://www.partners4prosperity.com/perpetual-wealth-book * Advisor version of Kim's new book: http://www.partners4prosperity.com/pwbook
Show Notes * Perpetual Wealth and its two versions- 1:36 * The Advisor version of the book - 2:15 * Tammi's reaction when she first read Kim's book - 3:17 * The concept of generational wealth - 3:50 * An exceptional tool for your clients - 4:35 * Talking about Tammi's Blueprint Process - 5:08 * Tammi's thoughts about the book - 6:50 * The seven goals of perpetual prosperity - 8:30 * Creating long term wealth - 9:25 * One of the goals of perpetual prosperity - 10:04 * Protect against loss - 10:27 * Strategies around life insurance that protect us - 10:43 * Cultivate long term thinking - 11:53 * Generation of wealth creation - 12:42 * Being financially responsible - 13:08 * Use wealth to support people - 15:20 * Create a legacy of more than money - 16:58 * A well-developed product - 19:50
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This episode is the last of the three-part series explaining the About page of the Prosperity Economics Advisors website. You should pay attention to this page because in essence, it is about you! You can share the website link with your clients and prospective clients, to open their minds. Today Kim and Tammi talk about the Prosperity Economics Movement creed, so stay tuned and enjoy!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * PEA About page for purpose & values https://prosperityeconomicsadvisors.com/about-us/about-pea/
Show Notes * The different topics that are in the about page - 1:52 * The Code of Honor - 2:36 * Looking at the net-net-net result - 3:59 * The next Truth Concepts training - 4:48 * Truth training is so valuable - 6:02 * The Prosperity Economics Movement creed - 6:45 * Protect the human life value of the client - 7:51 * Looking at whole life insurance - 9:03 * Focusing on optimizing - 9:53 * Taking the time to show clients all about the truth - 12:41 * Helping clients make signs of progress - 13:20 * We cannot help every person we meet - 15:41 * All change starts in our clients’ thinking - 16:15 * Always help people grow - 18:00
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In this three-part series podcast, Kim and Tammi talk about the About page at the Prosperity Economics Advisors website. If you are a member of the Prosperity Economics Movement or considering becoming a member, Tammi and Kim highly encourage you to go check out this page. In the second of the three episodes, they talk about the purpose of the Prosperity Economics Movement and the values that all member advisers adhere to. Part one was episode 164, this is part two about purpose and values, and in part three Kim and Tammi will be talking about other elements from the About page. Enjoy!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * PEA About page for purpose & values https://prosperityeconomicsadvisors.com/about-us/about-pea/
Show Notes * Purpose and value of the About page - 1:29 * Prosperity Economics Movement Purpose - 2:03 * Does retirement work? - 3:18 * Shifting your mind and having an expansive lifetime - 3:38 * Working with clients about their purpose in life - 4:16 * Living with a sense of purpose - 5:03 * An example of purpose and action - 5:44 * Helping advisors have a different mindset of work and retirement - 7:24 * Preferring preparation over planning - 9:20 * Protection over risk tolerance - 10:45 * Understanding the meaning of protection - 11:24 * Talking about creation over consumption - 12:05 * Creation of values - 13:49
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In this episode, Tammi talks to Patrick Donohoe, who did a course with Tony Robbins. Patrick shares the last two of five steps to business mastery, the first three are in Episode 159. Patrick explains the steps that will help you to think differently when it comes to your business. Stay tuned and enjoy!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * Tony Robbins’ "Priming" exercise: https://www.tonyrobbins.com/ask-tony/priming/ * Tony Robbins’ "Creating Lasting Change" series: https://store.tonyrobbins.com/products/creating-lasting-change * The "5 hour Rule": https://www.lifehack.org/538067/the-5-hour-rule-that-turns-ordinary-people-into-successful-ones
Show Notes * The principle of multiplying - 1:15 * A recap about the steps for business mastery - 2:50 * Stages that Patrick has learned - 4:34 * Stages of life and business - 6:11 * What's the idea of business mastery? - 6:55 * New ways to create value for your customers - 9:52 * The Denial Syndrome - 10:20 * Taking a closer look at your business - 11:18 * Defining where you are in your business - 11:56 * Last stages of business mastery - 12:10 * Providing a great client fulfillment - 13:02 * Talking about ratios and measurements - 14:49 * How you can improve communication and marketing - 15:37 * Micro increments are easy to assimilate 15:58 * Last two stages of business mastery - 17:53 * Measurable things - 20:38 * Working in micro goals - 22:48
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Today’s episode is a special edition with Mr. Trent Fortner, the Advisor to Advisors within the Prosperity Economics Movement. He shares four tips that will allow you as an advisor to be flexible and will help you help your clients also. They talk about prospecting and working with clients to be flexible. With so many tips and techniques explained, stay tuned and enjoy!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * trent4tnr@gmail.com
Show Notes * Technological nightmares that cause you to be flexible - 1:37 * Required to be flexible? - 2:02 * Using technology that provides value - 2:47 * A bottle of water fell onto his brand-new laptop - 5:03 * The importance of technology - 7:30 * Learning to be flexible over the years - 8:11 * Delivering value to someone else - 9:55 * Be flexible, be able to listen - 11:32 * Only looking for warning signs? - 12:19 * You may need to be flexible about changes! - 12:47 * A flexibility approach - 15:11 * Take action now - 18:31 * Trent as the Advisor to Advisors - 20:58 * The number 1 objective for Advisors - 22:13
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Kim Butler and Tammi Brannan talk about the mission and the vision behind the Prosperity Economics Movement. In the last episode, they talked about “The Magic Of Thinking Big” and explain how the Prosperity Economics Movement is an example of thinking big. Having a mission and vision in your business helps you on the road to greater results, so stay tuned and enjoy!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * Mission/Vision/Purpose: https://prosperityeconomicsadvisors.com/about-us/about-pea/
Show Notes * The importance of constantly talking about the mission and vision of your company -1:53 * Ideas for sharing The Prosperity Economics Movement - 3:10 * Identifying the mission of The Prosperity Economics Movement - 3:38 * Applying the mission daily - 4:28 * Talking about a higher purpose - 5:12 * Learning, Applying, Creating, and Impacting - 6:24 * Vision as the connection between all financial advisors - 7:10 * The 12 Principles of the Prosperity Economics - 8:07 * Vision, Mission, and Purpose - 10:52 * Magic of thinking big example - 12:30 * Where is your vision? - 14:00 * Could be a recession: do not participate! - 16:16
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In today's Advisor Advantage Podcast, Kim and Tammi talk about the recent book that they’ve read: The Magic of Thinking Big by David Schwartz. Stay tuned for this podcast in which Tammi and Kim share their insights!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode * The Magic of Thinking Big https://www.amazon.com/dp/B00NGZIR92/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1 * Perpetual Wealth https://is-tracking-link-api-prod.appspot.com/api/v1/click/6633463429464064/6239171095560192
Show Notes * The Magic of Thinking Big Book - 2:20 * The value of Thinking Big - 2:25 * Is thinking big scary? - 3:27 * Think big despite the scariness of it - 3:51 * Thinking big or a big thought came to you? - 6:06 * The Infinite Intelligence term - 7:04 * What happens when a big idea comes? - 8:12 * An analogy with Steve Jobs - 9:12 * Many people don’t take the next step because they’re afraid - 10:47 * Information gathering - 11:24 * Look at what is in front of you - 12:07 * Kim gives her insights about the author - 13:47 * Changing thinking about fear - 15:37 * The next book to read: Perpetual Wealth - 15:57
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Patrick talks with Tammi about something that he is experiencing within himself in his own business. He has identified a chokehold that may be preventing you, as an advisor, from achieving your potential in the industry. They explain what that chokehold is, and the difference between a psychological and a mechanical win, so make sure you stay tuned!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources
- https://truthconcepts.com/about/
Show Notes
- The importance of getting to know your client - 0:29
- The psychological game of business - 1:52
- Understanding the client's needs - 2:48
- Helping clients get what they want - 5:15
- How you understand what a client wants - 6:24
- We tend to think that everyone is like us - 7:58
- Learning from other people - 8:33
- Breaking the ice and reducing barriers - 10:50
- Being vulnerable - 11:37
- How do you look at yourself? - 12:50
- Wanting the same things but with a different order - 14:07
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Patrick Donohoe talks about something that he is experiencing within himself in his own business. Patrick has identified a chokehold that may be preventing you, as an advisor, from achieving your potential in the industry. They explain what that chokehold is, and the difference between a psychological and a mechanical win, so make sure you stay tuned and enjoy!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes * The idea of never-ending improvement - 1:22 * Improving the quality of the business - 1:39 * The key to growth: accepting where you are - 2:20 * The importance of having a system and structure behind a product - 2:57 * Focusing on the product - 3:43 * Understanding your own psychology - 4:42 * A Louis Vuitton example - 5:40 * Knowing clients' preferences and what they need - 7:07 * How to be better communicators - 9:07 * Getting clear on what your story is - 9:53 * Telling yourself: Why I am not there? - 10:32 * Steps to grow your business and understand yourself - 11:21 * How do emotions affect you? - 13:10 * Not caring about judgment and other people's thoughts - 14:14 * A motivating factor - 15:20
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Kim Butler and Tammi Brannan talk about how to give forward to your business, while also helping your industry and the movement. They discuss the case of a particular advisor with almost 30 years of experience, who has reached out to both Kim and Tammi wanting to give forward. Stay tuned to learn about membership transfer and why it's considered to be the best method of giving forward.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- Advisors with trajectory - 1:18
- The transfer of membership - 1:53
- Giving or giving forward? - 2:47
- The idea of being principle-based - 4:26
- The Prosperity Economics Movement as principle-based - 4:50
- Principles then processes - 5:38
- Talking about transferring and transforming - 5:58
- The membership transfer - 6:20
- You should be attending the Truth Training - 7:00
- The price of transforming - 7:39
- Transforming a company - 8:00
- Wanting to give forward to the industry - 8:32
- A movement of integrity - 10:05
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On this episode of the Advisor Advantage Podcast, Tammi talks to Patrick Donohoe, who recently came from a course with Tony Robbins. Patrick shares with us three of five steps to business mastery. Patrick will dig into the first three, and next week Kim will explain the other two. These five steps will help you to think differently when it comes to your business. Stay tuned and enjoy!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Tony Robbins’ "Priming" exercise: https://www.tonyrobbins.com/ask-tony/priming/
- Tony Robbins’ "Creating Lasting Change" series: https://store.tonyrobbins.com/products/creating-lasting-change
- The "5 hour Rule": https://www.lifehack.org/538067/the-5-hour-rule-that-turns-ordinary-people-into-successful-ones
Show Notes
- The Patrick Donohoe Edition - 1:28
- Who is Tony Robbins - 2:15
- The five steps to business mastery - 2:59
- Which are the five steps - 3:19
- Identifying what you want - 6:34
- Business is an exchange of value - 6:52
- Thinking differently and providing value - 9:02
- Relationships and business - 9:29
- Why you are in the business that you are now - 9:58
- Being clear of what you want in your business - 10:55
- The third step: Who are you in your business - 12:14
- Being happy and fulfilled with your business - 14:17
- Identifying what you love to do during the day - 16:03
- The importance of repetition - 18:50
- The notion of retiring - 19:55
- Acknowledge where you are and where you want to be - 21:02
- Give yourself time to think about your thinking - 21:21
- Make some changes and live your life of tomorrow - 23:17
- The business mastery class - 23:59
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Kim and Tammy talk about the most recent book that they read: The Last Safe Investment. They discuss how this book was full of invaluable information and can help guide you toward the right investments. So stay tuned and enjoy!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://www.amazon.com/Last-Safe-Investment-Spending-Increase/dp/1591846110
- https://partners4prosperity.com/perpetual-wealth-book/
Show Notes
- An amazing title for a book - 1:35
- Talking about the authors - 2:02
- Whole Life As An Investment? - 2:39
- One of the biggest benefits: know more about investments and investing - 3:10
- The book's approach to happiness - 3:55
- Opportunity cost and what it does for you as an advisor - 5:56
- You have to do what is important to you! - 7:26
- Why Kim loves this book - 7:52
- Helping clients - 8:57
- Investing in human life value - 9:18
- The importance of death benefit as it relates to whole life - 9:49
- Kim recommends to read her book: The Perpetual Wealth - 10:00
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Patrick talks with Tammi about something that he is experiencing within himself in his own business. He has identified a chokehold that may be preventing you, as an advisor, from achieving your potential in the industry. They explain what that chokehold is, and the difference between a psychological and a mechanical win, so make sure you stay tuned!
To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources * https://truthconcepts.com/about/
Show Notes * The importance of getting to know your client - 0:29 * The psychological game of business - 1:52 * Understanding the client's needs - 2:48 * Helping clients get what they want - 5:15 * How you understand what a client wants - 6:24 * We tend to think that everyone is like us - 7:58 * Learning from other people - 8:33 * Breaking the ice and reducing barriers - 10:50 * Being vulnerable - 11:37 * How do you look at yourself? - 12:50 * Wanting the same things but with a different order - 14:07
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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An advisor to advisors and coaches, on today's podcast we are joined by Trent Fortner, an expert known for the incredibly powerful conversations he holds with prospective clients. Stay tuned as he explains the amazing job he does by sharing his insight for advisors that are struggling, so sit back and enjoy cause this is one for the books.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://www.facebook.com/Coachtrentfortner/
- https://www.linkedin.com/in/trentfortner
- trent4tnr@gmail.com
Show Notes
- The first of many Trent Fortner's editions - 1:04
- Trent's carrier in the industry - 1:29
- Helping people know where they want to go - 2:29
- Helping advisors talk with prospective clients - 3:27
- The Summit for Advisors - 5:50
- The wish list and the action list - 6:48
- The client's wish list - 8:02
- Spending days helping advisors - 9:00
- Trent's role in life - 10:08
- Always winning and learning - 12:24
- Working with people and helping them - 13:30
- Why advisors need coaching - 14:19
- The number does not determine the success - 14:56
- A conversation with the ideal person for you - 16:09
- Advisors need to teach their clients - 17:51
- Trent's coaching program - 18:33
- Trent talking at the Summit for Advisors - 20:14
- Fiction or facts - 22:21
- The prospective client - 23:20
- Get in touch with Trent Fortner - 24:46
- Where you are and where you want to be - 26:28
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Kim and Tammi talk about key ways to prepare for your day, for a natural disaster, and for the end of your life. They also explain why this podcast is something that you can easily repurpose and share with your clients, your listener base, your audience and your fan club and how by doing so you will open up some conversation about what the movement can do for them. So sit back, relax and enjoy this very special episode.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://www.nationalgeographic.com/adventure/features/how-to-survive-natural-disaster-storm-hurricane-expert-tips/
- https://www.heritagecremationprovider.com/
- https://www.funeralocity.com/
Show Notes
- Encouraging clients to prepare - 1:45
- Sharing the Advisor Advantage Podcast with your clients - 2:31
- Preparing yourself and having an inspirational tool - 4:33
- A good way to give first - 5:31
- How you might be prepared for natural disasters - 6:50
- Five to Ten steps to be prepared for a natural disaster - 7:44
- Buying extra bottles of water, extra batteries, and lanterns - - 9:00
- Store food - 10:28
- A cremation service and their website - 12:52
- Preparing for the end of life - 14:32
- Preparing things creates more freedom - 14:54
- The end of life services - 15:38
- A National Geographic article about preparation - 16:14
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Kim and Tammi give a recap for this year's Summit for Advisors, and they share some great takeaways as well as a new product that was announced at the Summit, all of this and more on this new episode.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://podkick.com/
- https://prosperityeconomicsadvisors.com/pww/
- https://thesummit4advisors.com/
Show Notes
- New faces at the 2019 Summit for Advisors - 1:23
- The Mcgriffs and the awesome things they are doing - 2:00
- Mistakes of the previous five summits - 2:49
- Massively reducing the amount of information - 3:53
- The wisdom of Kim, Todd, and Patrick - 5:11
- Listen more than you talk - 6:30
- The principle of positivity - 7:27
- Gratitude to Spencer Shaw and his team - 8:25
- The Prosperity Economics Movement is about the community - 9:29
- Community implies the advisors - 9:52
- Opportunities to share perspectives - 10:39
- Attending the event to learn - 11:55
- Talking about the next event - 13:37
- Virtual summits - 13:59
- Summit for advisors website - 14:40
- Spencer Shaw's company: Podkick - 15:11
- The new product for advisors - 16:20
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Join us as Kim and Tammi share the amazing story of Amanda Eller, a woman who went missing in the Maui jungle for seventeen days. Our hosts discuss a couple of different aspects of her story that can help you as an advisor, stay tuned and listen to how you can take her inspiring message to make a transition.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://www.hawaiinewsnow.com/2019/05/28/woman-who-survived-days-maui-forest-share-more-details-experience/
Show Notes
- Amanda's story - 1:27
- Lessons from Amanda Eller - 2:04
- The importance of having guidance - 2:41
- Taking time to stop and listen - 3:37
- Listening to your guide - 5:20
- Being meant to get lost - 5:49
- The role of guidance - 6:40
- Opening the door to people to talk more about guidance and meditation - 7:50
- Believing in guidance for your business - 8:30
- The guidance of Amanda that you can use for yourself - 10:23
- Talking about transitions - 11:17
- The capitalization of words - 12:12
- Another message: spending money based on your values - 13:18
- Spending money based on your values - 14:30
- Values are not a universal thing - 15:20
- Creating a list of values - 16:20
- The idea of capture things while you are driving - 17:10
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A rather contrary way of thinking, on this episode Kim suggests that instead of creating a to-do list we should create a "not-to-do" list: what not to think about, what not to listen to...etc, so stay tuned to get another taste of Kim's intellectual wisdom.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://www.csmonitor.com/
- https://www.goodnewsnetwork.org/
Show Notes
- A "not-to-do list" - 0:56
- Tammi's not-to-do list - 1:51
- Choosing not to listen to the news- 2:56
- What to do with negative thinking - 3:47
- Finding out when things are important - 4:37
- Discussing Cs Monitor - 5:20
- Feeling overwhelmed by the news - 8:14
- The use of money - 9:22
- Different perspectives on spending money - 10:24
- Shopping on Amazon - 11:17
- It's what's on the insight that counts - 15:50
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Kim and Tammi talk about the concept of giving. If you want to get a new client you have to think about giving to that person regardless of what they do for you. Kim and Tammi explain to us how they use The R-Factor Question, a tool created by Dan Sullivan of Strategic Coach to achieve this huge paradigm shift. In this podcast, Kim goes into details about this method, so stay tuned, and learn more!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://www.amazon.com/Dan-Sullivan-Question/dp/1897239173
Show Notes
- Kim talks about her mentor - 1:07
- A question that Dan Sullivan has created - 1:34
- Kim as a strategic coach - 2:07
- The Dan Sullivan Question book - 3:08
- The R-Factor Question: The R stands for relationships - 3:40
- Going deeper into The R-Factor Question - 4:40
- The importance of giving - 6:48
- The three key questions you have to make to your clients - 7:55
- Emotion, fear, and opportunities - 9:58
- The hardest question for people to answer - 11:10
- Talking about your strengths and how you can have the confidence to combat fear - 12:00
- Tammi talks about how she learned a lot with The R-Question - 16:09
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Perseverance, courage and commitment, three elements that everyone needs to possess in order to steer their lives into the direction they want, and to that end on today's Advisor Advantage Podcast, Kim and Tammi discuss two books: "Grit" by Angela Duckworth and "The 4 C’s" by Dan Sullivan, Both of which had a profound impact on their lives.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://www.amazon.com/Grit-Passion-Perseverance-Angela-Duckworth-ebook/dp/B010MH9V3W/ref=sr_1_3?crid=3719FGFJHSB12&keywords=grit+angela+duckworth&qid=1559059478&s=digital-text&sprefix=grit+angela%2Caps%2C344&sr=1-3
- https://private.strategiccoach.com/store/products/186
Show Notes
- The 7 Principles of Prosperity Economics: Think, See, measure, flow, control, move and multiply - 1:35
- The June Summit for advisors - 2:35
- Grit, a book by Angela Duckworth - 3:01
- The importance of finding a "calling" - 3:41
- Perseverance in a time of uncertainty - 4:42
- How you can serve the world and other people - 6:30
- Living an extensive life needs Grit (perseverance) - 6:49
- A story of Kim's daughter - 7:30
- Grit is what it takes to persevere - 9:50
- Dan Sullivan's book: The 4 C’s - 10:17
- Developing courage - 11:00
- What we do matters - 12:27
- When you believe in yourself, the impact you make is huge - 13:42
- The commitment as the first C of Dan Sullivan's book - 14:09
- Adopting the idea of giving first - 14:46
- Knowing who you are, attracts your ideal client to you - 16:22
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This is the second episode of a two-part series on with Patrick Donohoe discusses sales relationships and how to improve them. Join us to listen to Tammi and Patrick talk about the importance of a webinar, key information about The Advisor 2020 Program and the values and principles that the movement has to offer.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- The Advisor 2020 Program: https://www.the2020advisor.com/pem
- https://www.amazon.com/Heads-Win-Tails-You-Lose-ebook/dp/B07BZV2J2B/ref=sr_1_1?keywords=patrick+donahoe&qid=1558033282&s=gateway&sr=8-1-spell
- https://www.amazon.com/gp/offer-listing/055380684X/ref=sr_1_1_olp?keywords=the+talent+code&qid=1558033313&s=gateway&sr=8-1
Show Notes
- A webinar to communicate to people - 0:20
- Challenges that people are facing - 0:53
- Solutions in a webinar - 2:30
- Zoom as an amazing tool for advisors - 3:11
- Being passionate about the movement and its principles - 4:13
- Always trying to understand the client - 4:26
- Providing values and ideas to clients - 7:09
- What true learning is - 8:07
- Studying and teaching - 8:50
- Learning through reading - 9:17
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This is the first episode of a two-part series on wich Patrick Donohoe dives into the topic of sales relationships and how to improve them. Stay tuned and take notes because Tammi and Patrick will give you actual tips and tricks on how to resolve these sales issues.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://www.amazon.com/Obstacle-Way-Timeless-Turning-Triumph-ebook/dp/B00G3L1B8K/ref=sr_1_3?crid=TAWDC6NM8WJA&keywords=the+obstacle+is+the+way&qid=1558033110&s=gateway&sprefix=the+obsta%2Caps%2C278&sr=8-3
- https://www.amazon.com/How-Talk-Kids-Will-Listen-ebook/dp/B005GG0MXI/ref=sr_1_1?crid=3SSOP532EZ7WQ&keywords=how+to+talk+so+kids+will+listen+%26+listen+so+kids+will+talk&qid=1558033148&s=gateway&sprefix=how+to+talk+so+kids+will%2Caps%2C396&sr=8-1
- https://www.amazon.com/Parenting-Love-Logic-Teaching-Responsibility-ebook/dp/B00IV351R0/ref=sr_1_2?crid=3VFBMUNJ4UBPX&keywords=parenting+with+love+and+logic+book&qid=1558033182&s=gateway&sprefix=parenting+with+%2Caps%2C669&sr=8-2
Show Notes
- Observe, Orient, Decide and Try - 1:54
- Orient yourself - 2:01
- The Prosperity Economics Movement - 3:06
- Everyone has a different perspective - 3:47
- Discussing the book: "How to Talk so Kids Will Listen and Listen so Kids Will Talk" - 4:21
- The perspective of a child - 4:30
- Neutralizing the emotional side of things - 6:41
- The idea of perspective in children - 7:24
- The advisors in the movement - 7:55
- Discussing the book: "The Obstacle Is the Way: The Timeless Art of Turning Trials Into Triumph" - 10:27
- The obstacle is the path - 10:35
- Studying feedback before offering a solution - 11:06
- Keys for all sales issues, we have to check ourselves - 12:08
- Often the solution is the opposite of what you think it is - 13:18
- Understanding the emotional level of human beings - 16:00
- Book recommendation: "Parenting With Love and Logic: Teaching Children Responsibility" - 17:21
- Neutralize your emotions and listen to understand! - 17:50
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The amazing financial and income-related benefits of stepping outside of your comfort zone will be the topic of today's episode, as ours hosts Kim and Spencer explain why doing so may bring you incredible results, so stay tuned to find out how to step out of yours and start seeing the results.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links:
- https://www.csmonitor.com/
Show Notes
- Unfavorable circumstances - 1:49
- The Christian Science Monitor weekly - 2:29
- Discussing an article about the California fire - 3:57
- A hot work day - 5:03
- Why are we not pushed to grow? - 7:13
- Taking on challenges - 7:44
- Kim shares another life story - 8:00
- Find a way to challenge yourself mentally and physically - 9:16
- You always have to challenge yourself - 10:06
- Taking one little step a day - 10:33
- Getting out your comfort zone - 11:22
- Setting a goal for yourself - 12:15
- Do what works for you - 13:58
- Kim tells us that "comfort" does not have to be a goal - 14:57
- Tammi shares some stories about the comfort zone - 17:41
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Learn how to communicate efficiently with your clients on this new episode as our hosts Kim and Tammi discuss the different words and phrases that financial advisors tend to use and how you can learn you communicate better by taking into account the different levels of knowledge.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- Phrases that might confuse clients - 1:09
- Advisors do confuse clients - 1:20
- Tammi shares how she used phrases that confused her clients - 1:51
- The impact of certain words - 2:42
- Words that kim stopped using - 2:56
- Using our cash value or borrowing our cash value? - 4:32
- Not using the word borrowing - 5:10
- The best place to store liquid cash - 5:56
- Life insurance as an alternative to cash - 6:36
- Stop comparing life insurance to investments - 7:25
- Investments that fit the principles of prosperity - 8:17
- How to use the words product and strategy - 9:13
- A strategy and a product - 9:42
- How to send the right message to our clients - 11:15
- Life insurance and whole life insurance - 11:55
- The level of knowledge - 13:08
- Using the word or the noun bank - 14:17
- How to use the word bank - 16:27
- Nelson Nash's philosophy - 17:20
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Today, Kim talks about human life value, how it is often misrepresented and miss calculated in the industry. This very important concept can be confusing for clients and even advisors resulting in people getting less value than what they should get. Stay tuned to get all the details!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- The human life value of a person based on their worth - 2:20
- The spiritual and the financial value - 3:10
- Kim explains how to calculate the financial human life value - 5:15
- Another measurement to think about - 6:45
- A story to help us understand: HLV is equal to 1 times gross worth - 7:30
- Human life value is a lot more than just income -9:30
- Clients usually haven't heard of HLV - 11:40
- Advisors have the duty to educate clients on this subject - 12:12
- Why does the industry believe that HLV is related to net worth? 13:10
- Humans should insure ourselves for what we are worth not what our family needs - 15:50
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On today's Advisor Advantage podcast, we get the second episode of a two-part series where Tammi and Kim give their personal review of Seth Godin's new book: "This is marketing". Tune in to listen to our hosts talk about how to use Seth's book to help the movement grow by bringing in.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://www.amazon.com/This-Marketing-Cant-Until-Learn/dp/0525540830
- tammi@pem.email
Show Notes
- Seth's book's subtitle - 1:14
- Attracting people to the movement - 2:11
- Gaining additional members to the Movement - 2:30
- Seth's vision of what it takes to get started - 3:04
- What to offer and to whom - 4:19
- Treating people differently - 4:28
- Having shared interests and goals - 5:37
- Help finding our Blueprint - 7:16
- The reinvesting process - 8:11
- The marketing promise - 9:14
- Promoting your work with your prospective clients - 10:10
- The Insurance community - 11:20
- Differences between whole life and universal life insurance - 11:45
- Using Universal Life Insurance - 12:26
- Calculating human life value - 13:27
- The value and the importance of the death benefit - 14:31
- Tammi shares a story about a client - 14:51
- Being a natural fan of the movement - 16:06
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On today's episode, we get the first of a two-part series on which Tammi and Kim give their personal review of Seth Godin's new book: "This Is Marketing". Tune in to listen to their analysis on how you can apply Seth's book on your marketing efforts and attracting your ideal clients.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://www.amazon.com/This-Marketing-Cant-Until-Learn/dp/0525540830
Show Notes
- Applying the book's teachings - 1:34
- You can not see until you learn to see - 2:14
- Helping clients with what they need - 2:38
- Having empathy for the person you seek to serve - 4:11
- Stealing or offering value? - 5:15
- Finding the part of the population that they serve well - 5:47
- How advisors should think - 6:30
- Finding the right people to sell your services - 7:37
- The pool and the ocean - 9:14
- The goal of marketing in the past - 9:23
- Explaining the book's name - 9:42
- The book's conclusion - 10:32
- Figuring out your mission - 12:00
- A different way of doing marketing - 12:44
- Believe vs. want: The product is for people who believe - 16:04
- Find your mission first - 16:34
- Attracting people on the same mission that you are passionate about - 17:32
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This time, Tammi is once again joined by Todd Langford. He shares a couple of sources to help us think a little bit differently about whole life insurance and how to use it when facing some risks that are present in the financial industry.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://www.amazon.com/Perpetual-Wealth-System-Systematic-Guaranteed-ebook/dp/B00CL0X9P0
- https://es-la.facebook.com/Coachtrentfortner/
Show Notes
- Subjects discussed on the last podcast - 2:11
- Understanding more about whole life insurance - 2:42
- Trying to think outside the box - 2:46
- The uncertainty principle - 3:21
- Needing uncertainty in our business - 3:43
- Taking some risks - 4:05
- Everything has a risk element - 4:47
- The risk of investing in Real Estate - 5:57
- Certainty assets and risks - 6:06
- Making a fear-based decision - 7:00
- The Perpetual Wealth System - 10:54
- Todd's newest app - 11:58
- Understanding the concept of certainty through uncertainty - 13:16
- Principles as an important piece - 15:13
- Todd's experience at Houston's Truth Training - 18:20
- Looking at assets and risks - 18:38
- Being a thought leader - 21:00
- The numbers have to be right - 21:22
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On this new episode, Kim Butler shares with us some takeaways from Peter Diamandis’ Abundance 360 conference. There are definitely some new things that might be helpful to you, especially in terms of delivering content and sharing your intellectual wisdom with prospective clients. Stay tuned!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://www.diamandis.com/
- https://www.a360.digital/
- https://www.diamandis.com/abundance-360
- https://www.udacity.com/
Show Notes
- Events that Todd and Tim go to every year - 1:22
- Looking for a 3D printer? - 3:36
- What is Peter Diamandis’ Abundance 360? - 5:00
- Attending Peter's conference virtually - 5:10
- Offering virtual events - 6:04
- Lessons from the conference - 6:45
- The capability of virtual training - 7:37
- Playing E-sports - 9:04
- Understanding artificial intelligence - 11:17
- An artificial intelligence based transcription service that you can have in your cellphone - 11:55
- Turning articles into videos - 13:25
- Converting a PDF into a digital book - 14:32
- Dan Sullivan's message - 15:52
- What is blockchain? - 19:39
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Can the words that we speak actually alter our reality? In today's podcast, Kim Butler shares with us some words that Dave Asprey thinks can have a kind of impact, changing the way you think, and consequently the way you act. So, if you believe in the power of language, you have to listen to this podcast to understand how language can alter our mindset and direction.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://blog.bulletproof.com/the-four-words-that-make-you-weak-upgrade-your-language/
Show Notes
- A Bulletproof coffee stand - 1:52
- Knowing a little bit more about Bulletproof Coffee - 2:42
- A Healthy Coffee - 3:41
- Davie Asprey's Blog and newsletter - 4.47
- Kim explains Davie's specifics word choice in his blog - 5:28
- Talking about words that make you weak - 5:50
- Using the words “need, can't, bad, and try” in the financial industry - 6:15
- Attending the Summit for Advisors - 7:24
- How some words affect your mindset - 8:10
- How words have a subliminal impact on our atmosphere - 8:40
- Words that we do not want in our vocabulary - 10:26
- How “can’t” is an extremely destructive word - 10:50
- A story around the word “bad”- 12:22
- Being careful with the words that we use - 14:20
- The word "try" as an excuse for failure - 15:05
- Discussing a positive word that Kim and Todd use - 16:14
- Kim explains how she uses the word "both" - 16:59
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Today we get another taste of Todd Langford's intellectual wisdom! this time, he details his convictions around the financial industry, how in order to follow fiduciary responsibility advisors should be paid “Fee-Only” and also explains what advisors can do with their clients when they come to them concerned about commissions.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- Creating another rule - 2:23
- We have become a rule-driven society - 2:30
- Changes in people's morality - 3:18
- What is right and what is wrong? - 4:15
- Todd's story - 5:10
- A rule against morality - 6:54
- Fiduciary responsibility in the financial world - 8:01
- Who decides what is best for the client? - 8:50
- The fiduciary rule means fee-only - 9:20
- What happens on the fee-only side? - 9:50
- Educating your clients on what is best for them - 10:10
- The moral component - 10:45
- It all comes down to morality - 10:54
- Why fee-only is dangerous - 11:18
- Moral laws are not the answer - 12:04
- The fiduciary concept: legal vs moral - 13:00
- A movement of advisors - 17:40
- Being an advisor with integrity -18:40
- Understanding the commission based model - 20:21
- Life Insurance Commissions - 21:45
- Letting our principles guide our decisions - 22:07
- The power of certainty for a client - 23:23
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You can never have too much of a good thing! That's why we bring you this exclusive bonus episode on with Todd Langford and Patrick Donohoe. They share some of their intellectual wisdom regarding the Truth Concepts software, its beginnings, its training methodology and who can attend it.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://truthconcepts.com
Show Notes
- A truth concept background - 0:49
- A different way to look at things - 2:22
- A macroeconomic approach - 2:34
- Understanding a little bit more about estate planning - 2:47
- Estate tax planners - 3:20
- Paying taxes is not a bad thing - 3:53
- Is the term insurance good or bad? - 5:02
- What is the typical financial planning? - 5:18
- Software that shows the truth of Economics - 6:17
- The way that numbers work - 7:41
- What is Truth Concepts? - 8:32
- Showing the Truth of some financial ideas - 8:39
- The idea behind Truth Concepts Software - 11:24
- Wealth is not money - 12:03
- Understanding The Truth Training - 13:45
- Gaining confidence by just attending The Truth Training - 15:45
- How advisors understand the software and its use - 17:00
- How other people experience financial matters - 19:44
- The latest training in Canada - 19:51
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A bright example of a success story. In today's episode, Tammi talks with young advisor Colton McGriff, who is 26 years old, and although he has been in the business officially for only a year he has managed to achieve amazing things. He is here to share the reasons behind his success.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://truthconcepts.com/truth-training/
- https://thesummit4advisors.com/
- https://www.blueprintprocess.com/
- https://podkick.com/
Show Notes
- Colton's podcast - 1:56
- Being in the business for a year - 2:39
- Being attracted to Life Insurance - 3:59
- Obtaining profit in business - 4:55
- Attending his first Summit and learning new concepts - 5:46
- Going through Truth Concepts - 6:54
- Lessons from his dad - 7:40
- Working with Tammi in the Blueprint Process - 8:32
- You know that you love your work when it does not feel like work - 9:00
- The biggest lesson - 9:41
- Money as a medium - 10:55
- Finding your message - 11:40
- Money is not the most important thing in life - 12:16
- Colton's definition of financial success - 13:59
- Using Truth Concepts as tools - 15:19
- Making the first year in the business profitable - 17:27
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We are once again joined by Patrick Donahoe on this Advisor Advantage Podcast as we get a chance to listen to his intellectual wisdom. Join us to get the insight on all the awesome opportunities that you can find in the movement to help your business grow as well as all the information you need about the new Summit for advisors.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://www.amazon.es/Where-Good-Ideas-Steven-Johnson/dp/1594485380
Show Notes
- The Summit for advisors - 1:57
- Summit number six - 2:06
- Why would advisors come? - 2:40
- New tools to help clients - 5:19
- The destructive power of ego - 7:55
- Attending Truth Training - 8:32
- Patrick’s book recommendation: Where Good Ideas Come From - 10:35
- Phenomenal ambiance - 11:31
- Great opportunities at the Summit - 12:20
- New intellectual capital -17:08
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Tune in to listen to this incredibly influential guest, Patrick Donohoe, talk about the reasons why attending Truth Training, a three-day event led by Todd Langford with Kim Butler can be so beneficial for your practice.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://truthconcepts.com/category/truth-training/
Show Notes
- How much do business owners give to people - 1:14
- Benefiting others - 1:33
- Discussing intellectual property - 2:36
- Giving more to others every day - 3:19
- Creating a community of new ideas - 4:26
- A platform that finds answers and new solutions - 5:32
- Understanding financial concepts - 6:35
- Going to Truth Training - 7:20
- Transforming a person's finances - 7:55
- Learning through principles and values - 10:27
- Learning doesn’t come only on the stage - 11:14
- Competition and sharing intellectual capital - 13:39
- Missed opportunities by not attending Truth Training - 15:40
- Incredible time investment - 17:15
- Diving into a learning mindset - 18:53
- Coaching and being coached - 20:35
- Sharing what you’ve learned - 21:21
- How values factor into your decisions - 23:15
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Tammi interviews Kim Butler about the Prosperity Economics Movement and why it is so valuable, not only for advisors but also for clients. She also talks about a distinguishing characteristic that makes a perfect Prosperity Economics Movement Member. So, if you are wondering if you are a good candidate for the Prosperity Economics Movement, don’t miss out on this podcast!
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://prosperityeconomicsadvisors.com/memberships/pem-honorary/
Show Notes
- Mission and vision of the movement - 1:37
- Understanding the concept of movement - 2:51
- The vision of the movement - 3:20
- Having a bigger impact - 3:25
- Movement for clients and advisors - 4:19
- The infinite game - 5:27
- Retirement is bad for people - 5:37
- The Prosperity Economics’ Identity and Culture document - 6:29
- The mission of the movement - 7:40
- The day you were born - 8:58
- The truth in the movement - 9:23
- The attendees of the Truth Training - 11:44
- Invest in yourself - 13:03
- The willingness to learn - 16:35
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A whole new type of training will be the topic of discussion on today's episode of the Advisor Advantage Podcast, as Kim and Todd Langford talk about Truth Training. Stay tuned to find out how this groundbreaking approach to training works, what the ingredients for successful Truth Training are and why smaller interactive groups help achieve effectiveness in training.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://truthconcepts.com/truth-training/
- https://thesummit4advisors.com/
Show Notes
- A truth training event in Salt Lake City - 2:05
- What's Truth Training? - 2:12
- Teachings about the industry and how life insurance works - 2:42
- How to find information about Truth Training? - 3:30
- Qualified people in Truth Training - 4:47
- Helping clients move forward - 6:09
- Increasing confidence through Truth Training - 7:03
- Personal finance lessons in three days - 7:23
- The principles work every single time - 8:58
- A team event - 10:26
- The social element in the training - 13:44
- Characteristics of a valid member - 16:06
- The funding calculator - 17:55
- The continuous process of Truth Training - 20:17
- Learning and sharing - 21:27
- What Truth Training is and what it does - 23:00
- Tutorials and videos in Todd's blog - 24:16
- Next Summit dates - 26:55
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A newcomer who has brought incredible change to the movement is our guest today on this new Advisor Advantage Podcast, so join us as we listen to Tammi talk with Tom Young, who is a professional with almost 40 years of experience in the industry and also one of their most recent members. Tom has already made amazing contributions to the movement and continues to offer his assistance to other advisors.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- firedupt@comcast.net
- https://infinitebanking.org/agents/Young121
Show Notes
- Tom's background - 1:45
- Almost leaving for good - 1:58
- Coming back to work - 3:19
- Certified behavior consultant - 3:49
- Life coaching and training - 4:09
- How Nelson Nash changed his life - 5:17
- Another door will always open - 6:38
- Multigenerational planning - 7:12
- Working out every day - 10:56
- Helping people find their why - 12:33
- Understanding retirement planning - 13:26
- Creating a longevity business - 15:22
- Personal Growth as a part of a longevity business - 15:35
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The second series of two on how to create long-lasting client relationships, Tammi and Patrick talk about the formula to get more referrals.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://www.amazon.com/Give-Take-Helping-Others-Success-ebook/dp/B00AFPTSI0/ref=sr_1_1?ie=UTF8&qid=1547589406&sr=8-1&keywords=give+and+take
Show Notes
- There's always a traditional way of doing something but, there's always something missing - 1:54
- What are the common variables that create success - 2:26
- The importance of connection, choice, and creation to get success - 2:34
- The success formula - 3:33
- Create a strategy based on your goals - 4:49
- Figure out ways to provide value and principles to the clients - 5:56
- Creation as a good and meaningful conversation - 6:40
- The creation of the strategy it is going to be always dynamic - 8:34
- If you do not do the things well, you will have a short career - 13:59
- People have strengths and things that they are not good at - 15:35
- Always focus on your strengths and your abilities - 15:46
- A formula that may work for some of the advisors in the movement - 18:40
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Today is the first episode of a two-part series on which we listen to Patrick Donohoe share with us what he believes is the success formula for client interaction. Tune in to listen to Patrick discuss ways to increase the effectiveness of marketing and the four-part formula to create long-term relationships with clients.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://truthconcepts.com/truth-training/
Show Notes
- Discussing the next summit - 2:26
- A formula for advisor success - 3:21
- Understanding the success formula - 3:31
- Connection, creation, and choice - 5:43
- Variables of the success equation - 6:14
- Creating value for the clients - 7:00
- Components of healthy relationships - 7:14
- Nobody loves to be told what to do - 8:39
- Celebrating milestones - 10:22
- Everything is related to finance - 11:51
- The importance of being a giver - 13:20
- Everybody is different - 16:27
- Creation in the success formula - 17:51
- Variables of the success formula - 18:15
- The fear of change - 21:20
- Building connection and relationships - 23:00
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One more time, Kim Butler is here to share some of her wisdom. Join us as we listen to Kim explain how we can help the movement grow by inviting other advisors into the organization and how we can help spread the word.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://partners4prosperity.com/ebook/
Show Notes
- Advisor question - 1:07
- Looking for learning material - 1:40
- The Financial Planning Has Failed - 2:04
- Whole life Insurance policy - 2:35
- Mixing whole life insurance and term insurance - 3:01
- Cooperation among advisors - 5:19
- Helping as many people as possible - 5:54
- Collaboration and abundance as principles - 6:28
Review, Subscribe and Share
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An easy new way to get clients in the door, on this episode of the Advisor Advantage Podcast, we’ll listen to Tammi talk with Derick Van Ness to discuss the ten most common mistakes that entrepreneurs make.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- www.TheAdvisorAdvantage.com
- Connect with Derick Van Ness
-
- https://www.linkedin.com/in/derickvanness
Show Notes
- Ten mistakes that Life Insurance agents make - 2:28
- Making savings a priority - 3:18
- Understanding the act of saving - 5:52
- New ways to get more clients - 10:25
- How to find new clients - 11:19
- Identifying who you want to work with - 12:50
- Meeting people face to face - 16:30
- Creating value for your clients - 17:40
- Setting 250 appointments in a couple of hours - 19:33
Review, Subscribe and Share
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- Click here to follow with Spotify
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On this episode we are joined by Kim, one of the leaders of the Prosperity Economics Movement, as well as Todd Langford, an advisor for the movement and the owner of “Truth Concepts”, a tool some of the smartest financial advisors are using to educate their clients on making strategic investment choices, to discuss the importance of doing something that you love.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- If you’d like to get in touch with our guest Todd Langford, please visit:
-
- https://truthconcepts.com
- Phone: 903-822-4133
- https://www.linkedin.com/in/truthconceptssoftware
Show Notes
- How does the movement deal with investments? - 2:02
- Seeking alternatives for the investment world - 3:09
- Understanding alternative investments - 3:56
- The Prosperity Principles - 5:00
- Income, Growth, and cash - 6:58
- Creating a monthly income - 7:39
- Todd Langford´s statement - 10:54
- Have to v.s. get to - 15:40
- Discussing workout - 17:08
- Focussing of the negative - 22:10
Review, Subscribe and Share
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The importance of believing in yourself, on this episode we are joined by Trent Fortner, who is a national trainer for a prominent insurance industry sales system, to discuss the subject of self-esteem as well as some of the common issues people encounter in this industry that affect their notion of self-worth.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Trent4tnr@gmail.com
- https://www.facebook.com/Coachtrentfortner/
- https://www.linkedin.com/in/trentfortner
Show Notes
- The importance of an advisor - 2:35
- Value to be shared - 3:36
- Unique experience and skill set - 4:44
- Common mistakes - 7:14
- The right amount of taxes - 8:35
- Life insurance agents and financial advisors - 10:03
- Get in touch with Tammi Brannan - 12:21
- The impact of the movement - 15:48
- Discussing self-esteem - 16:39
- Advisor's confidence issues - 17:15
- Trent’s experience as a coach- 19:23
- Advisor, protector and educator - 21:23
Review, Subscribe and Share
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Process or product, what’s the difference? Join us as we listen to Kim and Tammi discuss the value that this distinction represents for the clients.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- Searching on the internet - 1:18
- A product or a process? - 1:36
- Thinking on a product and needing a process - 2:32
- Transaction V.S. transformation - 3:14
- The value of a process - 6:41
- Shallow dive V.S. deep dive - 7:05
- The “shallow dive process” - 9:05
- Helping people in more ways - 12:14
- Prosperity Economics Partners - 15:45
- Three types of memberships - 21:17
Review, Subscribe and Share
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Manager, product marketer, and trainer, our guest today Brandon Z. Hamilton gives us his insights into the world of managing, training and coaching and the most significant challenges that new advisors are facing today.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- brandon.hamilton@lafayettelife.com
- Phone: 513.362.4976
Show Notes
- Brandon's background - 0:50
- The training component - 1:07
- People willing to mentor - 2:52
- Challenges facing the industry - 3:08
- Company-ranking criteria - 5:25
- Recommendations for new agents - 6:35
- New challenges for advisors - 9:01
- Personal training and virtual training - 11:20
- Technological tools for marketing - 18:05
Review, Subscribe and Share
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In this special edition of the Advisor Advantage podcast, Tammi talks with Patrick Donohoe, one of the leaders of the Prosperity Economics Movement. He talks about his vision for the movement and the integral part that the advisors play in within the movement.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
-
Connect with Patrick
-
https://paradigmlife.net
Show Notes
- What Patrick sees as the objective of the movement - 3:10
- Put yourself in the shoes of someone who is new to the industry - 4:56
- How the mindset requires structure - 6:49
- The importance of having standard systems and procedures in the movement - 8:20
- The ideal participant and client for the movement - 10:29
- How the feedback they received from the Summit is vital for the movement - 11:46
- The understanding of missions and principles help strengthen the movement - 17:15
- The importance of aligning your life with your values- 20:40
- Create strategies to help people find what they are seeking - 22:29
Review, Subscribe and Share
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Ever wish you could be part of a significant movement? Well, this is your lucky day because on this episode we are joined by our fantastic guest Mike O’Sullivan, a financial advisor of the Prosperity Economics Movement, who is here today to talk about the benefits of being a part of the organization and how you can become a part of it!
To learn more about the prosperity movement and help you and your clients build and keep wealth visit: www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
-
Connect with Mike:
-
https://www.linkedin.com/in/michael-o-sullivan-aif-8188113/
Show Notes
- A growing movement - 1:58
- Honorary membership - 2:35
- Becoming an advisor - 5:03
- Learning is key - 6:58
- The desire of collaboration - 7:18
- The background of an advisor - 10:20
- Making a successful transition - 12:14
- First key: know yourself - 12:41
- Second key: personality-based choices - 14:21
- Mike's ideal client - 15:24
- The right message for the right person - 18:02
- A team that complements your strengths - 20:31
Review, Subscribe and Share
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Ever wished your job was more entertaining? Then you can’t miss this episode as we are joined by Steve Savant, a syndicated financial columnist and host of the show “Let's Get Down to Business”, who has provided invaluable help to the insurance industry during his career.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://www.linkedin.com/in/stevesavant/
Show Notes
- Steve's Background - 1:05
- Steve’s role in the industry - 1:49
- Video as a groundbreaking tool - 3:19
- Finances are not always entertaining - 3:45
- How to make it entertaining - 5:02
- Reaching the younger audience - 7:46
- Articles worth reading - 12:36
- What the future holds - 15:34
- Securing consumers - 16:53
- An educational program - 18:23
- Value and Impact first - 19:39
- Getting in touch with Steve Savant - 21:07
- The Importance of taxes - 22:35
Review, Subscribe and Share
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Make sure you’re subscribed to the podcast so you get the latest episodes.
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In this Advisor Advantage Podcast, Tammi talks with a worldwide traveler: Tom Wheelwright. He talks about a network revolution he’s creating, that will ensure that the movement can have access to known CPAs. Tom is creating a certified network for CPAs that would help the advisors and the clients.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Tom
- http://wealthability.com
- http://wealthability.com/tfwamazon
- https://wealthability.com/cpa-revolution - Tom's 3-day CPA-Revolution Masterclass that is coming up Dec 6-8, 2018
Show Notes
- Tom shares with us his recent project - 2:35
- The best CPAs in the world are independents - 4:33
- Tom talks about his worldwide network - 5:13
- He tells us why this new network is a revolution - 5:25
- There are seven members in the network that are receiving the training in this arena - 6:17
- Tom shares with us that they are creating educational products for the clients - 7:11
- He tells us that the network is also in South Africa and Hong Kong - 7:32
- Part of the movement has to be training - 9:48
- The process that a CPA has to do to be part of the network - 10:22
- The importance of giving training to people - 13:49
- CPAs are the more trusted advisors - 14:22
- Tom tells us that they are looking the positive side of the CPAs world - 15:29
- What kind of CPAs are the best fit for the program? -16:43
- Tom recommends us to visit the web page: wealthability.com - 18:41
- Wealth Ability is Tom's company - 18:47
Review, Subscribe and Share
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Don't miss out on a chance to be part of the First Virtual Summit of the Prosperity Economics Movement to be held on November 29th. Stay tuned as we get all the details of this exciting upcoming event from our guest Patrick Donohoe.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Patrick
-
- https://paradigmlife.net
Show Notes
- All you need to know about the Virtual Summit - 5:17
- Providing more access to people - 8:30
- Asking the right questions - 14:20
- The value of expertise - 16:22
- The “relationship business” - 17:18
- Identifying action items - 18:55
- Becoming a member of the Prosperity Economics Movement - 19:59
Review, Subscribe and Share
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Make sure you’re subscribed to the podcast so you get the latest episodes.
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If you’re looking for new strategies to attract clients this is the episode for you. Kim and Tammi talk about keeping your marketing and message simple and they even share a new real estate strategy you’ll love. In the end, Tammi interviews fellow advisor Caleb Guilliams.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- New strategies with real estate - 2:40
- People want simplicity - 3:47
-
How Kim created the seven phases of a person's financial progress- 6:39
-
In the advisor section of the podcast, Tammi talks with the youngest advisor in the movement: Caleb Guilliams - 9:57
-
Caleb’s story and background - 10:21
- The best value is education - 11:18
- Caleb’s latest book - 13:21
- How he got started in the movement - 15:32
- Why he’s interested in helping people be more efficient - 19:49
- His motivation to write the book - 20:08
- What drives people to have persistence? - 21:42
Review, Subscribe and Share
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This episode is all about how to convert assets into income. We’ll also talk about the importance of the death benefit and life settlements as well. At the end of the podcast, Tammi interviews Greg Gentry at the Summit who has the intellectual capital to share with us.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- How to convert assets into income - 3:02
- How to use the death benefit while we are living - 3:42
- The importance of the death benefit - 4:23
- How to reduce taxes - 5:05
- Kim recommends when to spend the IRA - 6:05
- Why you should use the net income to pay your life insurance policy - 6:56
- How life settlements are great for cash flow - 7:32
- In the advisor section of the podcast, we get to listen to Greg Gentry at the 2018 Summit for Prosperity Economics Advisors - 9:00
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Today’s episode is all about retiring, how people wanted to look a retiring and Kim’s most significant advise: to NOT quit working entirely.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- Starting to think on retiring - 1:50
- Kim encourages us to keep working! - 2:33
- Working keeps you mentally and emotionally healthier - 3:10
- People want to create income - 4:04
- A bridge loan portfolio - 5:00
- Being focus on developing yourself - 6:13
- The importance of continue working - 7:19
- In the advisor section of the podcast, we get to listen to Reggie Victoria at the 2018 Summit for Prosperity Economics Advisors - 8:14
- Collaboration is vital in the financial arena - 9:55
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Kim talks talks about the phases of financial progress and how in the fourth phase the client begins to create wealth. Also in the advisor section of the podcast we get to listen to Noah Kelsch give his thoughts on the ups and downs we experience in life.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- Why Kim recommends to not pay extra against mortgages - 2:27
- Kim encourages us to buy real estate and to use life settlements - 2:56
- The advantage of buying more life insurance policies - 3:06
- The importance of going slow and starting small - 3:56
- Why it isn't a good idea to leave a loan in the life insurance fund - 5:26
- Why a loan analysis calculator is important - 7:28
- Kim talks about the death benefit - 8:03
- In the advisor section of the podcast we get to listen to Noah Kelsch - 8:23
- What to do when we can't control the ups and downs of life - 9:30
- Noah shares with us the analogy that he uses to the ups and downs of life - 11:10
- There aren't straight lines in nature - 13:15
- Tammi and Noah talk about Joseph Campbell’s book: "The Power of Myth" - 16:20
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The third phase of financial progress is how people take care of their emergency fund and their emergency opportunity fund.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- Kim talks about the Third Phase of Financial Progress - 1:53
- Purchasing life insurance for the children - 2:57
- Investments for IRA money - 3:20
- Kim talks about the bridge loan environment - 3:55
- "This is the phase of Opportunity, seeking alternatives" - 5:37
- Cash, growth and income - 6:09
- In the advisor section of the podcast we get to listen to Mark Bertrang at the 2018 Summit for Prosperity Economics Advisors - 7:15
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The second phase of financial progress is the introduction of whole life insurance. Also Kim and Tammi mention the role of rental properties and the liability umbrella.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- If you have term insurance, you want to convert it to whole life - 2:24
- How life insurance is your liquidity - 3:17
- Rental properties and the liability umbrella - 4:23
- The importance of keeping savings - 6:02
- The symptoms of phase 1 and 2 - 6:22
- Why people want to invest before they save - 8:17
- Savings are the foundations of success - 8:42
- In the advisor section of the podcast we get to listen to Lou Pineda at the 2018 Summit for Prosperity Economics Advisors - 9:18
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Kim shares a portion of her infinite wisdom and talks about the first of seven phases of financial progress: The importance of savings.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- Why you should save 15% to 20% of your income, save first! - 3:32
- The importance of developing an emergency fund - 4:21
- The value of a human being is their income - 5:08
- The importance of paying credit cards and student loans - 5:46
- Kim talks about a "living trust" - 6:39
- In the advisor section of the podcast we get to listen to Janice Gehrman at the 2018 Summit for Prosperity Economics Advisors - 8:00
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In this seventh and final blindspot for personal finance, Kim talks about the things that "sound too good to be true". She talks about how to help clients with this and help them learn about the information that you discover by digging deeper.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- Kim talks about the new format of podcasts -2:19
- The 7th Blind Spot: If it sounds too good to be true you just need to dig deeper - 3:00
- The importance of giving advice to clients - 5:23
- They talk about the Seven Principles of Prosperity - 7:07
- Kim recommends us to use tutorials and blogs for learning - 10:07
- In the advisor section of the podcast we get to listen to Craig Rogers at the 2018 Summit for Prosperity Economics Advisors, even though he is not an advisor he attended the conference and shares with us his experience there - 11:40
- How this is a learning opportunity for him - 12:44
- He tells us how Kim Butler gave a lot of advice at the conference - 13:48
- They talk about the characteristics of the Brain Date style - 15:04
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In this 6th episode of Kim's seven blind spots of personal finance, Kim talks about a lie: "we invest before we save". We shouldn't invest before we save first. Kim also talks about the importance of teaching the young people to save first.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- Kim talks about how we invest before we save - 2:27
- She talks about savings accounts called: Cash value life insurance - 3:09
- Kim explains to us the importance of saving - 3:49
- She talks about the cash value life insurance - 3:59
- It's savings that indicate liquidity and opportunity- 4:58
- Kim's recommendation: Dollars should be spent on needs - 5:37
- Kim talks about a cash flow calculator - 6:55
- She tells us the importance of saving - 8:30
- In the advisor section of the podcast we get to listen to John Householder at the 2018 Summit for Prosperity Economics Advisors - 9:07
- He talks about his favorite speaker on stage - 9:40
- He talks about one of his favorite conversations with an advisor - 10:51
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In this 5th episode of Kim's seven blind spots of personal finance, Kim talks about how a life insurance is only for when you die. She also talks about the death benefit.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- The 5th Blind Spot: The Life insurance is only for when you die - 2:05
- Kim tells us that life Insurance is for when you are living - 2:54
- She tells us that you can use the death benefit while you are living - 3:11
- You can utilize your death benefit while you are living for decrease taxation - 3:47
- Kim recommends the book Live Your Life Insurance - 6:10
- Kim tells us the importance of proving what you are talking about - 8:12
- In the advisor section of the podcast we get to listen to Curtis May at the 2018 Summit for Prosperity Economics Advisors - 8:57
- Curtis talks about the importance of work in your business - 10:56
- Curtis shares with us the importance of working in your leadership and working in your network - 11:16
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In the 4th episode of the seven blind spots, Kim talks about how interest rates work, also how banks make money. She uses this to help advisors educate their clients about how important it is to convert interest rates into dollars. She also recommends a particular financial calculator and a book that helps clients understand the distinction between interest rates and money.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- The 4th Blind Spot: How Interest Rates work - 2:11
- Kim explains to us that we don't convert the interest rates to dollars and consequently, we don't understand how they work - 2:42
- Kim shares with us an example to understand this 4th blind spot - 3:10
- She recommends to us to use a financial calculator - 3:40
- Kim explains to us how to use a financial calculator for interest rates - 5:45
- In the advisor section of the podcast we get to listen to Ken Greene at the 2018 Summit for Prosperity Economics Advisors talks about the 2018 Summit and his experience there - 6:40
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This third blind spot refers to the fact that your own cash has value and this is related to opportunity cost based on how we use our money on a day to day basis.
This personal finance blind spot has helped Kim stand apart from other financial advisors since opportunity cost is not something that most financial advisors talk about. Also, Kim shows us the importance of educating the clients about this matter.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- Kim shares with us the third blind spot in a series of seven for personal finances - 1:44
- Kim talks about Financial calculators - 2:10
- What it’s the Third blind spot?: opportunity cost - 2:30
- The typical financial planner does not talk about opportunity cost -3:20
- Kim explains to us the issue with opportunity cost - 5:38
- She talks about the importance of losing interest by removing cash from an account - 6:30
- Kim tells us that our own cash has value and cost - 6:44
-
Every day your cash can earn you interest or lose your interest -7:19
-
In the advisor section of the podcast we get to listen to Noah Kelsch at the 2018 Summit for Prosperity Economics Advisors talks about the 2018 Summit and his experience there - 7:54
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In this Podcast, Kim shares the 2nd Blind Spot in personal finance: an Equal Time Frame. She explains the importance of this blind spot and how to use it in our personal finance.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- Kim tells us that she had learned these blind spots thru the years - 2:04
- She talks about the 2nd blind spot: an Equal Time Frames - 2:22
- "You only change one component of a comparison at the time" - 2:59
- Kim tells us that It's too easy to have an equal frame on a comparison - 3:33
- She talks about a comparison between mortgages - 4:33
- Kim tells us that our time frames have to be equal - 5:03
- She explains to us that our interest rates have to be equal - 5:07
- Kim recommends us a book about interest rates - 5:38
- She shares with us the importance of knowing which is the better mortgage - 6:38
- In the advisor section of the podcast we get to listen to Wade Borth at the 2018 Summit for Prosperity Economics Advisors - 8:04
- "In this Summit, everyone is willing to share" - 10:20
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In this podcast, Kim talks about the 1st of 7 Blind Spots about personal finances. Kim wants to share this 7 blind spots because she experienced them herself and believes that through these concepts you can help your clients to use the money better. Also in the advisor section of the podcast we get and interview with Mike Sullivan from this year’s Summit for Prosperity Economics Advisors.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://thesummit4advisors.com/
Show Notes
- Kim talks about the 1st of 7 blind spots about personal finance - 2:11
- Kim tells us that she shares with advisors these blind spots - 2:50
- 1st Blind Spot: "The Time Value Of Money Matters" - 3:26
- Kim shares with us an example of the time value of money - 4:11
- How to apply The Time Value Of Money? - 4:50
- Using interest rates to impact the value of money - 5:49
- Kim talks about the importance of having a financial calculator - 6:08
- In the advisor section of the podcast we get to listen to Mike Sullivan at the 2018 Summit for Prosperity Economics Advisors - 9:14
- Mike Sullivan comments about his 25 years career and shares with us the importance of the Summit - 9:58
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Ken Greene shares with us how he had used podcasting to grow his business. He lists three reasons why podcasting had helped him grow his business with specific stories.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Ken Greene
-
- http://engineeroffinance.com
- Office 775-624-8839
- https://www.linkedin.com/in/ken-greene
- https://business.facebook.com/GreeneFinance
Show Notes
- Background of the Engineer of Finance: Ken Greene - 1:42
- Ken shares with us how long he had been podcasting - 2:00
- How has podcasting helped him grow his business- 2:45
- The immediate impact of podcasting - 5:58
- Feeling like a celebrity having a podcast - 6:14
- The importance of giving value to others - 7:14
- Two years ago, Ken thought: "I want to have a huge impact on this industry" - 8:01
- The podcast has featured Ken in two magazines - 10:28
- The impact of podcasting on clients - 12:30
- Ken talks about the dynamic of having Tammi as a co-host - 15:01
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In this podcast, you can listen to the importance of creating connections and the ones you can make to serve more people. They also mention how podcasting is one of the best ways to establish connections.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- This is the first podcast with a new format - 1:52
- Kim explains to us what to expect of the Summit for Prosperity Economics Advisors 2018 - 2:51
- The importance of seeking who you could help- 5:50
- In every Summit that we do, we have givers - 6:50
- The community of advisors is the community of givers -7:20
- The advisors are here to help - 10:27
- Kim explains to us why podcasting? - 11:18
- The power of the human voice - 11:54
- The importance of coaching and serving the advisors - 18:04
- They talk about Spencer Shaw's company: Podkick. The company specializes in producing podcasts - 18:30
- The importance of feedback - 21:15
- Three different ways to grow your business - 22:22
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In today’s episode Kim answers a few questions for those who are brand new agents in the industry. Now that i’m registered in my state, how do I register nationwide? How do I become attached to an insurance company? Why should I stay out of the broker-dealer defense? If you too have these doubts, you want to listen to this episode!
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- Kim thanks people for their patience for the prosperity economics advisor membership site - 2:30
- Facebook is the better place for group conversations - 3:03
- How to get a life insurance license in one or two states? - 4:50
- Get into the insurance website of the states where you want a license - 5:52
- Kim shares with us information about the insurance complaints center - 6:50
- What resources do you need to take the license test? - 11:44
- Kim recommends us not to have three contracts with life insurance companies - 14:45
- The lowest level of compensation: broker level -17:30
- The explanation of a broker-dealer - 21:40
- Kim shares with us some tips about the "AUM model" - 24:00
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Kim and Tammi share with us some tips about going virtual. They talk about the phone, screen sharing, and the possibility of video. They want to encourage us to use new technologies for reaching our clients in the best way and grow!
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- Kim talks about a thank you card that one of the members on the movement gave to her - 1:29
- Get in touch with Tammi - 4:00
- Kim talks about some ways to have a membership and be part of the prosperity economics movement - 5:50
- Some ideas of virtual business - 8:24
- The importance of the web for your business - 8:55
- Easy steps for somebody that tries to expand their business - 9:03
- She talks with us about "The advisor 20-20" - 9:30
- What are the tools for going virtual? - 10:10
- Be willing to talk to people over the phone - 11:49
- Tips about the screen sharing environment - 11:58
- Why silence is valuable, important and helpful - 15:30
- Kim recommends us to use a special microphone - 18:17
- Zoom: Video Conferencing - 22:19
- They recommend us to listen to the Isis and Pedro Palicio Podcast about going virtual - 24:30
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Tim and Stephen are the owners of ASR Alternative Investments. They specialize in the structuring, servicing and management of life settlements and today they talk about some of the key reasons to use alternative investments.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with the guests:
-
- asrinvest.com
- Tim@asrinvest.com
- Stephen@asrinvest.com
- https://www.linkedin.com/company/american-safe-retirements/
Show Notes
- Tim talks about the possibility to go to the summit - 2:36
- The balance between tradition and innovation in their company - 4:40
- They talk a little bit about their company - 5:20
- They talk about their strategy in the market - 3:47
- A key component of the way that they do business - 9:07
- The importance of relationship building - 10:45
- They talk about accessibility to information -11:40
- Tim and Stephen talk about their new product -14:58
- Alternatives are an essential component to the movement -15:40
- What to do if you had a negative experience - 16:40
- Stephen and Tim share with us some recommendations for advisors - 20:11
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Kim explains why in some cases is not right to do alternative investments and encourages every advisor to follow their true instinct.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- Why you shouldn't work with alternative investments - 3:20
- How do you make a good decision around an opportunity - 4:10
- She tells us why she follows her instincts - 5:20
- Kim's background - 8:20
- Kim explains to us that some advisors can't be involved in alternative investments - 10:50
- She explains that the movement is about telling the truth - 12:10
- Telling the truth and follow the principles is a requirement - 15:03
- The ability to keep learning is what makes people live young - 17:10
- There aren't some advisors involved in alternative investments - 18:30
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Tammi and Kim record a very special episode to celebrate the 100th episode of the podcast.
They take a retrospective look on how they started this podcast just a year ago and also share their ideas on coaching and advising and how life is all about continuing to produce.
Coincidentally, the recording also took place on the day of Kim’s birthday!
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- Kim and Tammi thank all the guests that came on through this 100th episode - 2:30
- How important it is that the advisor "give first" - 5:00
- Kim shares how many years she has been coaching - 8:23
- Kim shares with us a problem that she wants to resolve - 11:40
- Kim explains how the advisors are "petting the clients" - 13:10
- The idea of giving without a return- 15:00
- How to tell the truth financially - 16:30
- Prove everything with a financial calculator - 18:20
- The importance to show the truth - 18:48
- The beginning of coaching - 22:30
- She explains to us what is the summit for advisors - 26:10
- The importance that the client feel supported - 29:10
- The importance of giving instead of complaining - 30:42
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Isis and Pedro Palicio are from Florida, they are advisors and have been married for 35 years. They share the benefits and challenges of working together.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Isis and Pedro Palicio
-
- www.infinitebankingsimplified.com
- www.facebook.com/UniversalWealthManagers
Show Notes
- Pedro and Isis tell us that they have been together for 35 years - 2:25
- How long they have been working together - 2:36
- Pedro and Isis talk about their shared goal - 3:14
- How did they decide to start working together? - 3:49
- Isis tells us how she decided to have a license and be a life insurance agent - 6:04
- They talk about the strengths and weaknesses of each other - 7:18
- Pedro tells us that they started their own company in 2005 - 7:40
- Isis recommends a book by Nelson Nash - 9:30
- Pedro talks about the importance of educating people - 10:30
- How they handle the fear when they look at a potential change - 11:54
- They talk about which of them is the "risks taker " - 14:10
- One can't succeed without the other - 14:30
- How they handle the different perspectives that they have - 15:20
- The power of having a partner with a different perspective and different skills - 18:10
- They talk about the importance of separating the family life from the business life - 18:40
- Isis talks about her hobbies -19:20
- Pedro tells us that they are happy to work together - 22:00
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Pedro Palicio is a financial adviser from Florida and has been in the industry for 24 years with his wife. He shares with us all the experiences that they had in that period of time. Pedro talks about the change that he and his wife made from doing all "face to face" work to now having 75% of their practice done virtually.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
https://prosperityeconomicsadvisors.com/the-movement/
Links and Resources from this Episode
- Connect with Pedro Palicio
- papalicio@uwmanagers.com
Show Notes
- Pedro Palicio's location and background - 2:27
- 75% of Pedro's business is virtual - 2:56
- Pedro Palicio shares a generic presentation about banking to his new clients and answers all the questions that the client may have - 3:40
- Pedro's company history about financial advisory services - 4:48
- 'Becoming Your Own Banker': a book that makes a lot of sense for the clients - 6:56
- Pedro recommends a Robert Kiyosaki book to his clients - 9:50
- Pedro talks about the integration of ideas of Nelson Nash and Robert Kiyosaki that Kim Butler has made - 11:10
- The transition from ‘face to face’ to virtual - 13:20
- Understanding Zoom for video conferencing? - 17:00
- Pedro's tips for advisers - 19:30
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Kim is looking for new advisors! She describes who the ideal advisor is and the two types of people she is looking for: people who are in the industry but not in the movement, and those who are looking for an industry switch.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
https://prosperityeconomicsadvisors.com/the-movement/
kim@pem.email.com
tammi@pem.email.com
Show Notes
- If you as an advisor are considering a podcast, make contact with Spencer and his company: www.podkick.com or spencer@podkick.com - 2:50
- Get in touch with Kim Butler - 4:13
- The particular type of advisor that she is looking for - 4:36
- The attitude an adviser needs to have - 6:34
- Kim shares with us the seven principles of prosperity - 8:45
- The 7 principles give you the attitude that an advisor needs - 9:28
- Some clients don't want an advice they want a product - 11:20
- The advisors had to be focused on learning and growing - 13:00
- For advisors, learning is growing - 13:30
- About alternative investments spaces - 16:40
- The summit for advisors is a good place to learn - 17:03
- Get in touch with Tammi - 17:28
- 3 components for growing as an advisor - 18:28
- Information about the advisor's summit - 20:06
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JD Hill has been through a lot of transitions in his financial career and he talks about what to do to prepare for a transition. He explains to us what his company "Integrity Financial Group" does and challenges that he has faced throughout the years.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Guest
-
- http://www.ifgtx.com/team/jd-hill
- jdhill@ifgtx.com
Show Notes
- JD Hill's location and business - 1:43
- 10 years in the industry of advertising - 2:05
- Challenges that he has gone through the years - 3:03
- JD Hill shares with us what pushes him to keep on forward- 6:19
- He got into the business looking for income, independence and impact - 7:32
- He shares with us his transitions - 9:40
- His company's name: Integrity Financial Group - 12:50
- JD Hill's background in the business - 14:12
- 3 tools to make a decision: Men, model and the money - 17:40
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Tammi shares with us some tips for people that feel they’re struggling and have reached a certain level of boredom within the industry. She also talks about a tool named “Activity tracker”, which helps you focus on activities to maintain your energy.
She recommends taking the "5 Hour Rule" habit and invites us to use five hours in a week for reflecting and creating.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- The importance of creating a gratitude list - 4:19
- What is a gratitude list? - 5:42
- Tammi encourages people to recreate their day - 6:38
- Tammi’s recommendations for a team - 8:43
- How to reject thoughts that you don't want to spend time thinking - 12:41
- Recommendations for books that help you shift your thoughts - 13:42
- It's very important to have control of your schedule - 19:49
- Nothing is more important than time for you to think, create and reflect - 20:09
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Steve shares with us practical advice on how to change the way your business is running. He also talks about pressure in business and how to manage it.
He tells us about acting from a place of integrity and how important mindset is to flourish your business.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Steve
-
- https://www.linkedin.com/in/gibbslaw
Show Notes
- Steve Gibbs’ location and background - 2:58
- The difficulty of handling pressure in business - 10:45
- Business Advising is one of those professions where people are looking right away to see if they can trust you - 10:56
- Recommendations for brand new advisors - 11:56
- The hardest thing for you to do is exactly the right step to reach your next level of growth - 15:39
- An adviser has to find as many ways to help people as possible - 16:47
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Tammi talks about transitions in financial industries and shares with us the ones she has made in her business. She also talks about how to approach those transitions and how people can transition too.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- A transition is a part of growing - 3:02
- Tammi's career history and transitions - 6:43
- On transitions, your eyes are open to something new - 8:09
- You increase your credibility by admitting a new true - 9:17
- At some point, we all go through a transition when we start saying "no" to people - 10:48
- 3 alternatives to help people transition - 12:13
- What to do if you are interested in alternative investment space? - 17:30
- Common transitions that advisors have to face - 19:10
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Bert has chosen to evolve his business over the years and because of it he is more excited and more passionate about the industry than when he was 29 years ago. He tells us how he is allowed to grow not only based on time but also based on his and his family’s desires and needs.
If you want to see your business evolving for whatever reason and you want to stay passionate about your industry you should listen to this podcast.
To learn more about the prosperity movement and help you and your clients to build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Bert Salazar
-
- Website: http://www.cambridgefpllc.com/Bert-Salazar.e759930.htm
- Twitter: https://twitter.com/bertsalazar
- LinkedIn: https://www.linkedin.com/in/bertsalazar
Show Notes
- Bert’s history and experience in the industry for 29 years. - 2:39
- Bert has taken a lot of risks and challenges to achieve his goals. - 4:00
- There was a point in Bert’s life when he chose to sell drugs for a living. - 4:34
- Why you learn more from your failures than you do from your successes. - 7:52
- Why Bert’s goal is to change the way people see things. - 13:42
- How trouble comes from what we think we know. - 15:03
- Information without education will end in failure. - 15:18
- You need commitment to do what it takes to succeed. - 18:30
- It’s all about controlling the business and not about the business controlling you. - 20:26
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Kim tells us about the top 5 question she asks clients to help them understand the financial truth. She also talks about how she makes them feel like they are not being judged, so they can relax and share more information with her.
She shares the importance of making an agenda with very important steps, that way it becomes all about the customers and less about you.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Kim Butler
-
- Website: www.prosperitypeaks.com
- Amazon: Kim’s Amazon author page
Show Notes
- Sharing the truth is so important because what the media shares is not true. - 3:33
- Why when we share the truth we have to expect some resistance from the others - 4:39
- Kim often starts the conversation asking: What question do you have? - 10:20
- A super important question to ask is: What is working and what’s not? - 13:10
- How to force your clients to think - 16:50
- Why we have to be careful with the way we ask questions to avoid offending clients - 20:38
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Steve has worked in the financial industry since 2005. He shares the story of his career transition and how his second career has really developed a great passion for becoming an educator in the financial industry.
He also talks about his radio show, which is designed to educate people about how to manage money.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links and Resources from this Episode
- Connect with Steve Minich
-
- Website: www.smartwealthradio.com
- LInkedIn: https://www.linkedin.com/in/steve-minnich-b022a6a
- Email: steve@smartwealthradio.com
Show Notes
- Steve works in the financial industry and is also an educator. - 2:15
- Steve talks about his radio show, Smart Wealth Radio. - 2:39
- His radio show is designed to educate people about how to be smart with money. - 4:25
- Steve has some partners in his business and they teach people how money works. - 9:55
- The importance of having a backup plan in business. -15:31
- When he realized at some point that the direction of his business was all wrong. - 18:02
- It's not saving money if you have risk. - 18:35
- Why we want people to be successful in life. - 21:05
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There is so much momentum and updates to share with the community on this episode. Kim and Tammi talk about why the Summit is gaining so much traction, what’s new for the Summit and updates about collaboratives.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- www.pemhonorary.com
- www.pemtransform.com
- www.thesummit4advisors.com
Show Notes
- Keep yourself scared so it keeps yourself young - 1:45
- Find your reason “why” to overcome fears - 6:04
- Updates on the Prosperity Economics collaboratives - 7:11
- The sample collaborative group after The Summit - 14:27
- Update on the Prosperity Profile - 17:20
- New announcement for The Summit - 20:12
- How “brain dating” will happen at Summit - 22:52
- What Tammi will be talking about at Summit this year - 24:45
Review, Subscribe and Share
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Derick Van Ness has been heavily involved with real estate investing and has now taking that knowledge and experience into the financial industry. He talks with Tammi about his strategic advantage and how he builds trust with clients.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Derick Van Ness
-
- https://www.linkedin.com/in/derickvanness
- Tammi@pem.email
Show Notes
- How Derick got involved with the movement - 3:14
- Derick’s strategic advantage in the marketplace - 6:01
- How he sets himself apart - 11:01
- Why doing the right thing for people is the genuine approach - 17:42
Review, Subscribe and Share
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Kim Butler shares a story from a recent vacation in the Caribbean which had severe hurricanes last year. She saw a clear difference between communities that were rebuilding with an abundance mindset vs communities that were not as entrepreneurial.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Come join us at the Summit in July http://thesummit4advisors.com/
Show Notes
- When you’re afraid, you’re keeping yourself young - 2:39
- If you’re comfortable all the time you’re not growing - 3:55
- Why you have to work to have happiness - 7:09
- Kim’s story about a recent trip to the Caribbean and seeing people recover from the past hurricane - 9:25
- Kim and Tammi talking about focusing on the moment - 16:10
Review, Subscribe and Share
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Ken Greene shares a concept he teaches clients called “The Raft Phenomenon” which helps people understand how to overcome the delay of doing something good.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Ken Greene
-
- http://greenefi.com
- http://engineeroffinance.com
Show Notes
- Explaining the Raft Phenomenon - 3:10
- Why we hesitate when we know the result will be good - 6:24
- How to help clients move forward - 9:27
- What to do when working with perfectionists - 13:10
- How to apply urgency to The Summit - 15:12
- Do you see opportunities as an expense or investment - 20:11
Review, Subscribe and Share
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Kim introduces the PEM Collaboratives so that advisors can share wisdom, research and resources to benefit the entire group. Her call to action makes it possible for you to lead a group in your local area.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- www.thesummit4advisors.com
- hello@pem.email
Show Notes
- Kim’s new idea for creation
- Introducing the PEM Collaboratives - Prosperity Economics Collaboratives
- Online collaborative work
- How you can now add a tax and legal perspective
- Call to action: Reach out to Kim to be part of the collaboration
Review, Subscribe and Share
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Randy Wakefield views the prosperity economics movement as the ideal place for collaborating and ultimately as a new family. Hear how this has helped him as he begins as a new advisor.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- Randy’s background - 1:21
- How fellow advisor Curtis May helped introduce him to prosperity economics - 7:33
- Why the movement has become family to Randy - 14:55
- Why you’re not alone while in the movement - 16:30
Review, Subscribe and Share
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Kim Butler recently returned from a special Strategic Coach event where she learned the 8 C’s taught by Dan Sullivan. This has helped her be a catalyst to grow the movement to be more impactful than ever.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Kim
-
- hello@pem.email
- https://prosperityeconomicsadvisors.com/memberships/pem-honorary
Show Notes
- Kim’s takeaway from Strategic Coach - 1:27
- The way the Game Changer program came together - 4:58
- How Kim was able to step up and think abundantly - 9:57
- Those that show up get the results - 12:09
- 8 C’s of the Game Changer program - 14:28
- How every advisor is a collaborator to the movement - 19:07
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Michael Sparks is truly working in the world of multiple streams of income as he runs 3 businesses currently. He shares advice on how to manage multiple businesses and why diversifying has been one of the keys to his success.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Michael Sparks
-
- https://www.linkedin.com/in/michaelsparks
Show Notes
- Michael’s background and multiple businesses - 2:12
- How he got into the life insurance industry - 4:34
- Top 3 suggestions on diversifying with business - 10:15
- How he manages his time, calendar and contacts - 15:38
- Writing SMART goals - 19:14
- Why Michael likes the movement and the inspiration it provides - 21:08
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As an advisor clients are interested in the tools and resources you offer along with your intellectual capital. Kim Butler and Tammi Brannan talk about the RIA and IAR relationships and how its an option to charge clients fees for the process.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- The differences between the fiduciary platform and suitability standard - 3:35
- Why Kim moved away from the broker dealer relationship - 7:37
- Having skin in the game - 11:00
- Understanding the RIA and the IAR relationships - 13:07
- Why Kim doesn’t charge fees to every client - 15:00
- The RIA relationship with Kim and advisors -18:40
- What will happen with the DOL changes and the fiduciary rulings - 22:33
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Frank Lehane shares his process for talking with prospects and getting them into his webinar marketing funnel. He talks about his systems and success rates and why he’s interested in finding out the prospects level of concern.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Frank Lehane
-
- https://franklehane.com/video
- https://www.linkedin.com/in/frank-lehane-8344a828
Show Notes
- Frank’s background - 1:30
- His system for getting people into his funnel - 2:30
- Why he’s interested in the level of people’s concern - 4:53
- His process for challenging prospects - 8:35
- The webinar presentation process - 13:02
- His success rates with his funnel - 15:07
- What he wants to learn from prospects during the webinar - 17:28
- The benefits for people to show up to the webinar - 19:53
Review, Subscribe and Share
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Hearing bad news or facing rejections from clients is a challenging obstacle to overcome. However, as an advisor you need to be strong so you can lead your clients and guide them towards prosperity.
In this episode Kim and Tammi talk about different methods for strengthening your mindset and how to create observation habits in life so you are more present.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- Why mindset is so critical - 1:53
- Going through hardship strengthens us to give more value to the world - 3:48
- Why it’s better to accept a “no” from a client than being strung along - 5:42
- Failure happens to teach us a lesson and learn - 7:12
- Learning how to use silence in your conversations - 8:37
- Why observing is a necessary part of learning - 10:13
- Co-learning with clients - 15:39
- Take time to reflect and handle the situation from humble confidence - 17:05
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Trent Fortner has gone through the peaks and valleys in the financial industry and shares his insights as he mentors and coaches advisors. Together Trent and Tammi talk about how he created this turnaround in his career and how he does it for others.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Trent Fortner https://www.linkedin.com/in/trentfortner/
Show Notes
- Trent’s background in the financial industry - 2:01
- How he helps advisors overcome objections - 3:22
- Starting out meetings with strategic questions - 5:27
- The different levels of advisors and how to approach each individually - 7:10
- Exposing the pain and showing the solution - 10:45
- How he created a turnaround in his business - 14:07
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Helping clients understand their many choices can be overwhelming and often lead to inaction. In this episode Kim Butler and Tammi Brannan talk about how to get clients to take action and also how to coordinate alternative investments into your strategy.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- Why you learn more when you teach others - 1:36
- You either grow your die - 3:53
- Simplifying choices to increase action - 6:01
- Tracking results vs tracking goals - 8:52
- How to coordinate with alternative investments - 10:24
- Simplifying the life insurance experience for clients - 14:35
- Focusing on getting clients to take action - 21:09
Review, Subscribe and Share
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After facing a terminal illness for nearly a year Noah Kelsch ignited a passion within to provide a better life for his family and for clients. He was able to see that there was more to life than punching a timeclock and he knew there was something greater for him to do.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Noah Kelsch
-
- http://paradigmlife.net/blog/author/noah
Show Notes
- Noah’s background - 1:28
- How a life changing illness changed his life and career - 4:18
- Why he lives each day with passion and purpose - 6:41
- The 2 most important ways the movement is changing people’s lives - 8:29
- What he did with his second chance in life - 11:45
- How being a part of the movement is being a lighthouse to others - 13:08
- Why we’re selling a wants product - 14:49
- The gratitude Noah has for his wife and those that truly support him - 16:53
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Understanding how to structure alternative investments, manage self directed IRA’s and the role of life insurance are the many topics we cover in this episode.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Send an email to Kim to get a self directed email template from her.
-
- hello@pem.email Subject line: Self Directed Email
- https://prosperityeconomicsadvisors.com/memberships/pem-honorary
- www.partners4prosperity.com
Show Notes
- Talking about self directed IRA’s - 1:28
- Understanding the role of the custodian - 4:55
- Breaking down the fees and why some costs are higher - 8:00
- Send Kim an email to get a email template about self directed IRA’s - 9:20
- Why you need to be a guide as an advisor - 13:33
- Adding alternative investments to your practice - 15:00
- When you may want to introduce alternative investments to clients - 18:58
- Kim’s video explaining alternative investments at www.partners4prosperity.com - 21:50
- Understanding the transform membership - 23:19
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Dan Thompson has expanded his business virtually which has allowed him to meet with more people, be more effective and in many cases make it a more personal experience for clients. In this interview you’ll hear the challenges and rewards of having a virtual business.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Dan Thompson
-
- https://www.linkedin.com/in/danthompsonecm
- http://becomingyourownbank.com/dan-thompson-history
Show Notes
- The structure of Dan’s business - 1:46
- His 3 biggest challenges of moving from face to face to virtual - 2:53
- How he accidently expanded to a virtual business - 4:51
- How he is able to keep the personal touch in a virtual environment - 7:25
- Why you gain clout by being a distant advisor - 8:22
- Asking the right questions to really understand clients - 11:53
- Why are we talking? - 14:19
- One drawback of meeting people online and how to avoid this problem - 17:29
- The best way to get started with your media presence - 18:33
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Kurt Berry one of the Advisors in the movement comes to us with another case study about a couple in their mid 60’s that is looking to retire. You’ll hear Kim’s insights and how she navigates this conversation with clients to help them prepare financially and emotionally.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://www.linkedin.com/in/kurtberry
- Ask your question at hello@pem.email
Show Notes
- Background of the case study - 3:15
- Why we start with the emergency / opportunity fund - 4:52
- Making a plan to recreate their income - 6:43
- Creating income in a way that doesn’t erode principle - 9:47
- How to handle the reaction of telling someone they’re not ready to retire - 10:25
- Why an accurate assessment helps people move forward - 12:37
- How to give people a perspective and a guide so they don’t feel the need to retire - 14:21
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Walter Hartford was recently hired by Kim Butler and is joining the prosperity economics movement to help advisors with alternative investments and also with the expansion of RIA.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Walter Hartford
-
- https://www.linkedin.com/in/walterhartfordcfa/
Show Notes
- Walters background - 2:14
- How Kim and Walter met - 4:00
- How he is going to help advisors - 5:08
- What the advisor relationship looks like with Walter - 8:02
- Why advisors are resistant to charging a fee - 11:35
- How he helps advisors with alternative investments - 14:12
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Kim Butler makes an announcement that The Summit will be this July 26th - 29th in Park City, Utah. Together Kim and Tammi talk about how this event will be different this year and the changes to expect. They also discuss the top 3 returns on investment you should expect for attending.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- http://thesummit4advisors.com
- hello@pem.email
Show Notes
- How The Summit will be different this summer - 1:06
- The Summit dates are July 26th - July 29th - 5:10
- We are at a new venue this year - The Hyatt Centric Park City - 7:01
- Why the event is setup as a non profit - 10:45
- The top 3 returns on investment for attending the event - 12:08
- Adding more work time to the event - 15:06
- Why Todd wanted to create The Summit - 19:42
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- Follow with Spotify
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Mike O’Sullivan is a new advisor and he explains what he’s doing to get ready to start working with clients. Together he and Tammi talk about the different to-do items and strategies he’s taking as he moves forward.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Show Notes
- Mike’s background and interests - 2:14
- Why he decided to leave a W2 job and become an advisor - 4:28
- What he’s doing to be ready to work with clients as a new advisor - 9:49
- How he’s going to get new clients - 12:20
- Why he’s not working with friends and family - 13:45
- The results of working with a marketing coach - 16:10
- Mike’s suggestion for taking the next step - 19:50
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When working with new clients the success of our meetings are often determined by the quality of the questions we ask. In today’s episode Tammi asks Kim how she navigates the first appointment with a client and what she does to make it a win/win experience.
Together they’ll talk about how she finds out if the new clients are accredited investors and how begin the conversation about life insurance. This is a great episode full of wisdom for veteran advisors or those just starting out.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- www.content4clients.com
Show Notes
- Start with: What questions do you have? - 2:44
- How to educate clients if you don’t have any content - 3:23
- Why Kim uses silence to let clients think - 4:37
- How Kim finds out if people are accredited investors - 6:38
- The best way to ask if a spouse is a stay at home parent - 7:53
- How Kim brings up the conversation about life insurance - 10:02
- Why you shouldn’t pre-determine what clients want to learn about - 11:37
- How to ask for referrals - 14:15
- Setting out the next step - 16:44
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Richard Canfield has focused on building a client community that inspires, educates and nurtures the people around him. In this interview you’ll hear how he empowers others and why he’s been able to foster this community that reaches people worldwide.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Richard Canfield
-
- https://richardcanfield.ca
- https://www.linkedin.com/in/richardcanfield
Show Notes
- How he’s creating a client community - 1:56
- Why he’s able to create community throughout the world - 4:02
- Setting up guidelines for group communication - 8:13
- Best practices for managing a Facebook group - 13:16
- Empowering leaders and administrators - 16:35
- The objective of his community - 21:20
Review, Subscribe and Share
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We received a case study question from Kurt Berry where he was helping a young couple work towards setting up alternative investments. In this episode Kim and Tammi talk about where to focus before alternative investments and why it’s critical to get clients to the $25k level so they can take advantage of more opportunities.
We’d love for you to submit your case studies and questions by emailing us at hello@pem.email and thank you Kurt for your question!
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- hello@pem.email
Show Notes
- Case study from Kurt Berry - 1:51
- Why life insurance cash value should be first on your list - 3:00
- How to get clients motivated to create an emergency / opportunity fund - 4:38
- Breakdown of a typical real life case study - 8:02
- The first thing to address after the emergency / opportunity fund - 11:09
- Debt reduction and elimination - 14:06
- Helping people create secondary goals towards alternative investments - 15:33
- Why beginning your day with gratitude is the most important thing - 17:55
Review, Subscribe and Share
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- Click here to subscribe with Stitcher
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Rich Clouse is an author and advisor that has identified his target market and is focused on educating his clients. In this episode Rich shares how he found his target market and what he does to get his message in front of that specific audience.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Rich Clouse
-
- https://www.amazon.com/Rich-Clouse/e/B01IBBLZ58
- https://paradigmlife.net/about/rich-clouse/
Show Notes
- The structure of his practice and his background - 1:23
- How he found his target market - 3:12
- Using books as a marketing tool - 4:48
- What he’s doing different with his second book - 9:20
- How the same strategies work in multiple industries - 12:20
- Why he talks at universities and what he talks about - 16:35
- The need of efficiency in your practice - 19:00
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- Click here to subscribe with Stitcher
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As an advisor at times it can be difficult to clearly explain how alternative investments work and why they’re so important for clients to use them. In this episode Kim and Tammi talk about a couple new alternative investments and they even share how to overcome setbacks from alternative investments that went sideways.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://www.prosperitypeaks.com
- hello@pem.email
- tammi@blueprintprocess.com
Show Notes
- Unpacking alternative investments - 1:25
- How to explain alternative investments to clients - 2:34
- Understanding the principles of prosperity at https://www.prosperitypeaks.com - 3:12
- The 2 alternative investments almost anyone can do - 4:58
- How Kim helps clients accumulate more savings - 7:44
- How to determine a person's savings capability - 9:48
- Short term growth alternative investment starting at $25k - 12:55
- Contact Kim at hello@pem.email to get access to these new investments - 15:26
- How to move forward after a setback from an alternative investment company - 17:10
Review, Subscribe and Share
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Mark Bertrang has developed a strategy for using technology in his business to build a strong referral based business. In this episode Mark and Tammi talk about setting the stage before, during and after the meeting so that clients understand how to work with you and keep everyone happily moving along.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Guest
-
- http://www.bertrangfinancial.com/
Show Notes
- Mark’s business structure and background - 2:00
- Why 99% of their business is referrals - 5:18
- What he offers as a thank you gift - 9:59
- Understanding the initial meeting - 11:33
- Fulfilling compliance regulations and making notes - 14:30
- Why people are actually looking for friendship - 20:57
- The power of audio - 22:35
Review, Subscribe and Share
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- Click here to subscribe with Stitcher
- Click here to subscribe with RSS
Recently returning from the Abundance 360 event with Peter Diamandis Kim Butler talks about the importance of focusing on abundance and how that will have a positive impact on your business.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://www.diamandis.com
- https://www.abundance360.com/summit
- To join the honorary movement - http://pemhonorary.com
Show Notes
- How to think from a position of abundance - 1:49
- Why the news can be so misleading for our abundant thinking - 3:17
- Communication - 4:33
- Capital - 4:59
- Energy - 6:05
- Healthcare - 6:10
- Transportation - 6:43
- Robotics and Drones - 6:54
- Artificial Intelligence and Computation - 7:58
- Space and Physics - 9:37
- Look for evidence of abundance - 10:28
- Understanding the word money - 13:08
- Grit and resilience - 16:49
- Why it’s so important to study and learn about innovation - 17:50
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Gina Wells shares her strategies that have helped her to attract the right people for her business which make it possible to work Tuesday through Thursdays. Gina also shares insights about how she builds trust and credibility with clients so they feel comfortable to share private information with her.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Gina Wells
-
- https://retirementwealthadvisors.com/gina-wells/
- http://advanced-capitalgroup.com/
Show Notes
- What it's like working from the road - 1:42
- How changing your process to attract the right people will free up time - 3:53
- Offloading your marketing - 4:44
- Discovering her why and how - 8:39
- Finding your ideal clients - 11:07
- Building trust and credibility - 15:06
- How to get people to open up and share private information with you - 20:20
Review, Subscribe and Share
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Kim shares a recent experience of helping a client on a first meeting and how the client totally understood the 7 Principles of Prosperity with a focus on the Multiplier Effect.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://partners4prosperity.com/category/podcast/
- Send your case study ideas and questions to - hello@pem.email
Show Notes
- How Kim was able to help a client from the first meeting - 1:17
- What Kim learned from the Abundance 360 event with Peter Diamandis - 3:25
- Talking about alternative investments with clients - 5:10
- Way too many advisors try and make life insurance do too much - 7:24
- Why the value is in the cash with life insurance - 10:15
- Let the clients tell you about the 7 Principles of Prosperity - 12:39
- The different memberships in the movement - 16:04
Review, Subscribe and Share
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Anthony Faso shares a brilliant strategy that he used to get more leads, build stronger relationships and provide value to an organization. This win/win/win strategy is something any advisor can implement in their business.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Anthony Faso
-
- http://www.anthonyfaso.com
- https://www.linkedin.com/in/anthonyfaso
Show Notes
- How Anthony grew his business through a local event - 1:53
- Networking through the CPA society - 4:05
- Educating CPA’s and giving away books and resources - 9:02
- A unique question a CPA asked him at the event - 10:05
- Going through the client requirements - 14:05
- How his firm works with people that are just starting to save - 16:14
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Grit is the essential element that pushes us through difficult times and keeps us on track as we pursue our vision. Kim and Tammi talk about why grit is so critical right now and also share insights they gained from attending the CES show in Las Vegas this year.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Grit: The Power of Passion and Perseverance" by Angela Duckworth - http://a.co/1uGCj52
Show Notes
- Why Kim and Tammi went to the Consumer Electronics Show - 1:35
- How Tammi found products that will help her business - 5:08
- Why Grit is so critical right now - 9:33
- Where artificial intelligence is going - 12:17
- Be a mental thought leader for your clients - 14:32
- Why Kim and Tammi go to events like CES and what they’re looking to gain - 16:35
- The app Tammi found at CES - 18:15
- Kim’s vision to put their company on the blockchain - 20:20
- Why taking action is so important - 21:30
Review, Subscribe and Share
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Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with iTunes
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Richard Canfield shares his strategies on how advisors can be good mentors to their clients. Both Tammi and Richard also talk about why it’s critical to have a mentor in your life to help you ask better questions to think bigger and better.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Richard Canfield
-
- https://richardcanfield.ca
- https://www.linkedin.com/in/richardcanfield
Show Notes
- Why Richard chooses to look at the bright side - 2:38
- How come mentoring is critical in life - 3:32
- How advisors we can be good mentors to their clients - 5:41
- How to choose who to mentor - 7:39
- Going from short term thinking to long term cash flow thinking - 12:45
- Who Richard’s mentor is - 13:47
- Learning how to filter out the noise of the world - 20:25
Review, Subscribe and Share
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Kim Butler shares her strategy for building a life insurance policy for clients. She goes into detail explaining the 3 costs of the life insurance policy and how she makes it a great solution for the client.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Kim Butler
-
- http://partners4prosperity.com
- https://www.linkedin.com/in/kimdhbutler
- Send question to - hello@pem.email
- http://truthconcepts.com
- https://player.vimeo.com/video/238073884
Show Notes
- Kim’s strategy for building a life insurance policy - 1:47
- The Goose analogy - 3:51
- Proving the method for building the strategy - 5:36
- The 3 costs of the life insurance policy - 8:30
- Why Kim likes to keep insurance policies separate - 11:40
Review, Subscribe and Share
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Ryley Smith worked in the medical industry but felt like there was something greater that was pulling him to work in the financial industry. After making the leap into a new field he talks with Tammi Brannan about how he made the transition and how he’s creating win/win situations for his clients and business by having the correct mindset and principles to guide him.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Ryley Smith
-
- https://www.ryleysmith.net
Show Notes
- Ryley’s background - 1:48
- Why he moved from the medical industry to the financial industry - 3:38
- How he made this transition without the proof in advance - 7:14
- Why personal development is so important to Ryley - 10:05
- Creating a win/win situation for clients and his business - 11:50
- Identifying where you want to be in the future - 13:15
- How he manages his mind to be on the client needs and not his needs - 18:59
Review, Subscribe and Share
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Kim Butler talks about a recent case study where she helped a client organize and strategize following the mantra of “go slow, start small.” Tammi and Kim go through the different steps of this plan and also share insights they’ve learned while attending CES in Las Vegas.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Kim Butler
-
- http://partners4prosperity.com
- https://www.linkedin.com/in/kimdhbutler
- http://pemhonorary.com
Show Notes
- What Kim and Tammi are learning at CES - 1:21
- Helping more people in more ways - 3:51
- Case study: Using life insurance and alternative investments - 6:16
- The foundation is understanding the income and asset base - 8:34
- Focusing on the monthly savings ability to fund the life insurance policy - 11:20
- Letting the life insurance do the job of the emergency/opportunity fund - 13:40
- Life insurance is the first product you should buy - 15:43
- Strategies for creating cash flow investments - 18:08
Review, Subscribe and Share
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Wade Borth has been in the business for 30 years and in this episode he shares insights on why diversifying with other companies and suppliers can provide valuable options for your clients. His objective is to create win, win, win relationships for clients, suppliers and his company.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Wade Borth
-
- http://partners4prosperity.com/wadeborth
- http://paradigmlife.net/blog/author/wade-borth
- https://www.linkedin.com/in/wade-borth-43121542/
Show Notes
- Why he felt restricted with his options while starting out - 2:12
- Ask yourself: Is this the best for my clients needs? - 4:50
- How he started adding new companies to his network - 5:35
- Not every company will be a perfect fit for your client - 9:04
- Why focus is critical - 11:18
- Who your real competition is - 13:25
- His top 3 takeaways of his career - 16:11
Review, Subscribe and Share
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Lou Pineda recently transitioned from commercial banking to becoming an advisor in the movement. In this conversation Tammi and Lou talk about his transition and why he’s putting focus on growing an advisor team.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Lou Pineda
-
- http://partners4prosperity.com/lou-pineda
- https://www.linkedin.com/in/louis-pineda-7078847
Show Notes
- Why he recently left commercial banking to become an advisor - 2:28
- How your environment influences how you think - 5:44
- How he discovered the prosperity economics movement - 6:07
- Strategies for attracting new recruits into your business - 9:52
- Understanding the Opportunity Framework - 11:03
- It only takes one person to make a huge impact in the world - 18:01
Review, Subscribe and Share
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Emily Morgan is the founder of Delegate Solutions which is a service that helps advisors grow their businesses by leveraging the talents of other team members. Together Tammi and Emily talk about different examples and strategies you can apply to your business.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Emily Morgan
-
- https://delegatesolutions.com
- https://delegatesolutions.com/about-us-ss/meet-emily-morgan
- https://twitter.com/Emily_Morgan
- https://www.facebook.com/DelegateSolutions
- https://www.linkedin.com/in/delegatesolutions/
Show Notes
- Background of Delegate Solutions - 1:48
- Why Emily loves helping people with her services - 2:53
- How advisors can test the waters of outsourcing - 4:55
- Focusing on the top 20 in your business - 8:43
- Why having accountability is a crucial part of delegation - 9:51
- Using a team vs an individual - 10:50
- Examples of tasks Delegate Solutions takes on - 12:37
- Get your score assessment at https://delegatesolutions.com - 15:21
- How it’s a complete team effort with continual support - 17:24
Review, Subscribe and Share
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Kim D. H. Butler and Tammi Brannan talk about the Prosperity Economics Movement and where it’s headed in the future. They also share the difference between goals and a vision and how we can gain clarity for the future.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Movement
-
- http://pemhonorary.com
- http://prosperityeconomicsadvisors.com
- tammi@pem.email
Show Notes
- Why the people themselves are the leaders of the movement - 2:30
- Where the movement is headed - 4:15
- Events, cruise, whitepapers and client content - 6:12
- Make yourself afraid so you don’t age - 10:57
- Why you need to take vacations along the way - 12:20
- The movement stretch goal - 14:48
- Your vision and SMART goals - 16:31
- ‘Workplace’ a community and platform for the movement - 19:11
Review, Subscribe and Share
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Tim Francis shares insights and strategies about using leverage in your advisor business to save at minimum 10 hour per week. These insights will help you feel recharged and ready to go to the next level.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with Tim Francis
-
- https://greatassistant.com
- https://www.profitfactory.com
- https://www.profitfactory.com/100tasks/ - 100 Tasks You Can Delegate
Show Notes
- Top tasks that advisors can offload - 2:55
- How to decide what to delegate - 7:03
- The #1 issue to determining what you can hand off to an assistant - 8:20
- What Tim realized when he first got an assistant - 12:03
- The trough of sorrow - 16:18
- You typically hit break even point within 1-3 months with an assistant - 20:00
- To take the next step to get an assistant www.greatassistant.com/apply - 23:15
Review, Subscribe and Share
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- Click here to subscribe with RSS
David Jehlen has been involved with the movement as a go-to marketing source for advisors. In today’s episode Tammi and David talk about why we need to stop being timid and start being different so that we can inspire and educate more people.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- Connect with David Jehlen
-
- http://www.davidjehlen.com
- http://www.marketingforadvisors.com
- https://www.linkedin.com/in/davidjehlen
- Email him at david@davidjehlen.com
Show Notes
- David’s message for Advisors - 1:21
- We all have our own fears and we have to overcome them - 3:48
- Getting over our discomforts - 5:41
- Why we need to start building an email list - 7:52
- How to use Lead Magnets in your marketing - 9:37
- Building your business beyond referrals - 12:36
- What to do when you’re starting out - 14:50
Review, Subscribe and Share
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Kevin Nichols is the managing partner at Penumbra Capital Management and has been involved with the movement and has attended The Summit for several years. He is a leading authority with life settlements and has an easy to understand presentation so advisors and clients can understand this alternative investment.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links and Resources from this Episode
- Connect with Kevin
-
- https://thepenumbraplan.com
- https://www.linkedin.com/in/kevin-nichols-40400022
- Contact Kevin at 817-479-9770 or kevin@penumbrasolutions.com
Show Notes
- How advisors can move forward with alternative investments - 2:42
- What makes Penumbra and their alternative investment different - 5:26
- Why advisors don’t need to be experts at life settlements - 8:05
- Who owns the policy? - 10:42
- The seller pays all fees - 13:02
- How people become aware that they can sell their policy - 14:09
- The most commonly used growth vehicles outside of life settlements - 15:18
- How this is benefiting the sellers and removing a possible burden they may have - 18:02
Review, Subscribe and Share
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Jeff Huston owns 3D Money and has been in the life insurance and financial services for the past 25 years bringing a wealth of knowledge to advisors. In this episode he talks about the 3 phases of your financial life and also the importance of debt and leverage as a part of growing wealth.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links and Resources from this Episode
- Connect with Jeff
-
- http://www.3dmoney.com
- jeff@3dmoney.com
Show Notes
- Jeff’s background - 1:25
- Building a foundation that protects you and your stuff - 2:12
- Why whole life is a critical component to financial foundation - 5:44
- The 3 phases of your financial life - 6:45
- Standing on the edge of the coin - 9:53
- How the laws are affecting advisors and clients - 11:32
- Why wealth has become less tangible - 13:22
- Debt and leverage is an important part of growing wealth - 16:11
- To get in touch with Jeff email jeff@3dmoney.com - 18:41
Review, Subscribe and Share
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Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with iTunes
- Click here to subscribe with Stitcher
- Click here to subscribe with RSS
Lenny Martin has a wealth of knowledge in the financial industry and has a unique viewpoint on what top producing advisors are doing to grow their businesses. In this episode Tammi and Lenny talk about referral marketing and how advisors can take advantage of the changes in the industry.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links and Resources from this Episode
- Connect with Lenny
-
- https://www.llic.com
- https://www.linkedin.com/in/lennymartincluchfc
- Bill Cates books on Amazon
- http://www.referralcoach.com
Show Notes
- Lenny’s background in the industry - 1:31
- How he feels the Prosper Economics Movement is positioned to help advisors moving forward - 2:30
- Why it’s not the product that makes a difference - 3:17
- How advisors can take advantage of the changes in the industry - 5:15
- The thing top producers and companies don’t talk about but is critical to success - 8:15
- Why referrals are the best way to be in the business - 9:34
- Diving deeper into referrals - 11:36
- How advisors can get in touch with Lenny - 15:34
Review, Subscribe and Share
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- Click here to subscribe with Stitcher
- Click here to subscribe with RSS
Suthee Suvansri is a new advisor in the movement and in this episode he and Tammi talk about the importance of developing your why and the benefits of challenging yourself to be uncomfortable.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links and Resources from this Episode
- Connect with Suthee
-
- https://www.linkedin.com/in/suthee-suvansri-52309b2
Show Notes
- His takeaways from attending The Summit - 1:22
- What he wanted to implement from Summit - 3:40
- How he determines what part of his story to share in his business - 5:00
- Developing your “why” - 6:34
- Challenging yourself to be uncomfortable - 8:43
- Challenges to overcome while creating this legacy - 10:08
- How listening to people is a great marketing approach - 13:59
- Why people are grateful when you do the right follow up - 15:56
Review, Subscribe and Share
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- Click here to subscribe with RSS
Gary Pinkerton shares his passion and purpose that drives him to serve people in this industry. Together Gary and Tammi talk about what it takes to be more than just an advisor and how to find what your purpose is to create a transformation in your practice.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links and Resources from this Episode
- Connect with Gary
-
- https://paradigmlife.net/about/gary-pinkerton
- https://www.linkedin.com/in/garywpinkerton
- https://tunnel2towers.org
Show Notes
- Gary’s takeaways from Summit that are transforming his practice - 1:42
- What he’s learning and focusing on to educate his clients - 5:21
- Why long term care benefits are very personal to him - 6:30
- Becoming more than just an advisor selling products - 9:18
- Seeing life insurance as a tool to help others - 11:24
- Patrick Donohoe’s challenge for him to work with real estate investors - 14:43
- Gary’s goal is to help people live their unique genius - 18:37
- How his passion and purpose makes all the difference in his business - 22:00
Review, Subscribe and Share
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Kim D. H. Butler talks with Tammi Brannan about one of the most critical pieces to anyone’s success. In today’s conversation Kim shares a personal story of overcoming a mountain of challenges that would be considered overwhelming to anyone, yet she was able to succeed.
This may be one of the most important episodes to listen to this year as you’ll hear the guiding principles and insights for creating an abundant life and positive mindset.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links and Resources from this Episode
- Connect with Kim
-
- www.partners4prosperity.com
- https://www.amazon.com/Kim-D.-H.-Butler/e/B00523N6HE
- https://www.linkedin.com/in/kimdhbutler/
Show Notes
- Why mindset is so critical - 2:50
- Making the hard choice to have a good mindset - 5:02
- The difference between a disciplined mindset and positive attitude - 6:10
- The mountain of challenges Kim faced yesterday and how she overcame it - 8:15
- Giving credit to those who help and showing gratitude - 13:23
- Being a leader of your own thinking - 15:05
- Being a contrarian - 17:41
- Taking a stand and sticking to your principles - 22:00
- Turning to a higher power and setting intention - 25:55
- Raising your thoughts, especially in the morning - 29:35
- You are the average of the five people you spend the most time with - 31:14
Review, Subscribe and Share
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Paulette Sopoci from Strategic Coach shares the biggest obstacles entrepreneurs face today and how to overcome those obstacles. Paulette and Tammi also talk about creating a 10X mindset and working with our unique abilities to create massive breakthroughs in business and life.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
inks and Resources from this Episode
- Connect with Paulette
-
- https://www.strategiccoach.com
- https://www.strategiccoach.com/our-team/#/people/paulette-sopoci
- https://www.linkedin.com/in/paulette-sopoci-a5139833
- https://twitter.com/PauletteSopoci
- Get the 4 C’s Formula from Matt Yonke at 888-872-8877 ext 5673
Show Notes
- The 4 C’s Formula - 1:15
- Background of Strategic Coach - 2:25
- The biggest obstacles entrepreneurs face today - 5:55
- Busyness doesn’t lead to greater success - 8:22
- The core mindsets that help entrepreneurs create breakthroughs - 10:02
- Creating a 10X mindset - 12:14
- Who is a good fit for strategic coach? - 14:23
- Learning entrepreneurial ideas from the mortuary business - 17:01
- Get the 4 C’s Formula from Matt Yonke at 888-872-8877 ext 5673 - 18:34
Review, Subscribe and Share
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President Trump just released his tax and there are some shocking winners and losers. In this special bonus episode our friend and leader in the movement Patrick Donohoe from The Wealth Standard Radio podcast talks with Tom Wheelwright who has also been featured on the podcast a as tax expert. They share insights about this new tax plan and how it may affect our finances and investments moving forward.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links and Resources from this Episode
- Listen to the original interview with Patrick Donohoe and Tom Wheelwright - http://thewealthstandard.com/the-trump-era-tax-plans-winners-and-losers-episode-217
- http://paradigmlife.net
- http://tomwheelwright.com
Show Notes
- Is this really a tax bill or hype - 2:23
- Understanding the differences between the Senate and House bill - 3:35
- Why the VAT is really our biggest enemy overseas - 6:52
- Who really has the most to gain in this tax bill - yes, it’s Wall Street -17:20
- Surprises with over 400 pages of pork spending inside - 21:47
- Job, jobs, jobs - Why this has the Trump narrative all over it - 35:58
- The biggest tax opportunity is real estate, and why it’s a big deal - 39:10
- The biggest losers in the tax plan - 42:22
- Would America benefit from a VAT? - 48:46
Review, Subscribe and Share
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- Click here to subscribe with iTunes
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Shane Butler shares a wealth of information and insight to help advisors understand the positive impact of the movement and ultimately how to save a decade of struggle in business. Together Tammi and Shane share vital tips that will protect your mindset of success.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links and Resources from this Episode
- Connect with Shane
-
- https://www.linkedin.com/in/shanerbutler
- https://www.facebook.com/pg/SRButlerMM/about
Show Notes
- Shane’s background - 0:51
- The importance of sharpening your skillset - 1:59
- 3 takeaways from a recent event - 3:02
- How to educate prospects and clients about dividends - 5:12
- Why whole life is seen as a low risk product - 8:03
- Whole life experienced the most growth - 10:58
- The differences of advisors in the movement vs outside - 12:02
- Are advisors starting to refer to each other and support one another? - 13:18
- How to save a decade of struggle by being apart of the movement - 15:47
- Tips to protect your mindset - 18:02
Review, Subscribe and Share
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Make sure you’re subscribed to the podcast so you get the latest episodes.
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Tammi Brannan talks with Kim D.H Butler about how advisors can tap into their unique skills with the Blueprint Process. In this special episode Kim turns the the microphone on Tammi and they share the vision of creating a business that works by design, the way you would always dream. If you know there are skills and potential you haven’t yet tapped into this will be an exciting episode for you.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links and Resources from this Episode
- Meet with Tammi https://calendly.com/instinctivelife/blueprint-process-consult
- Connect with Tammi
-
- https://instinctivelife.com
- https://www.facebook.com/tammi.brannan
- https://www.linkedin.com/in/instinctivelife
Show Notes
- Kim introducing Tammi’s blueprint process - 2:23
- Upleveling: How to help more people in more ways - 3:42
- Studying Values, Passions, Skills and Elements of Purpose - 4:42
- What to do if you don’t know your unique skills - 5:15
- Using the Blueprint Process helping advisors design their business - 6:52
- Why Kim built her practice the way she always wanted - 8:31
- How an advisor created a fast turnaround in his business - 9:18
- Identifying and telling your individual story - 10:49
- How to take action and get in touch with Tammi https://calendly.com/instinctivelife/blueprint-process-consult - 14:59
Review, Subscribe and Share
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Brendan is giving listeners a first hand view on what it's like to transition from a successful career to being an advisor in the movement. He shares the importance of having a mentor and how he’s influencing those around him.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links and Resources from this Episode
- www.theadvisoradvantage.com
- http://www.anthonyfaso.com
Show Notes
- Brendan’s background - 1:02
- Exploring a career change from technology to finance - 1:29
- It was Kim’s advice for him to start a business and become an advisor - 4:10
- Brendan’s mentor is Anthony Faso and how that’s impacted his business - 5:50
- Being nervous about making a career change - 10:35
- Writing about the movement and influencing others - 15:10
Review, Subscribe and Share
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Make sure you’re subscribed to the podcast so you get the latest episodes.
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Patrick Donohoe is focused on growing the Prosperity Economics movement to last forever and be a group that can overcome the behemoth of the traditional financial space. He shares personal stories about life changing events that helped him get clear on his purpose and how values were the operating principles of that growth.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links and Resources from this Episode
- Connect with Patrick
-
- www.paradigmlife.net
- https://paradigmlife.net/about/patrick-donohoe
- https://www.facebook.com/paradigmlife
- https://www.linkedin.com/in/paradigmlife
Show Notes
- Where the movement is going - 1:56
- How Kim, Todd and Patrick are planning for the movement to last forever - 3:36
- Why a family vacation and health scare changed his life - 5:50
- Kim’s passion and drive for the Prosperity Economics Movement - 10:49
- As financial advisors we’re facing a behemoth - 11:30
- Getting involved with the infinite growth plan - 13:41
- The individual vs the collective - 15:05
- Creating a culture change at Paradigm Life - 18:50
- Why operating off of values is empowering - 24:27
Review, Subscribe and Share
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Curtis May is on the cutting edge as a financial educator as a podcaster, speaker and influencer. In this episode Curtis and Tammi talk about how a podcast has given him a platform to educate more people and how it helps him create content that helps prospects and clients. They also talk about the importance of identifying your message and using profit activators to share that message.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links and Resources from this Episode
- Connect with Guest
-
- http://www.practicalwealthadvisors.com
- Curtis’s podcast Practical Wealth Show
- https://www.linkedin.com/in/curtismay
- www.podkick.com - Podcast production company
Show Notes
- How Curtis is ahead of the curve as an educator - 1:25
- Why he started a podcast and how easy it was to start - 2:00
- How a podcast has given him influence and a platform - 3:52
- A podcast recording can become a blog post and even a book - 6:43
- Why teaching sells and how to educate prospects and clients - 10:37
- The 2 types of workshops you can do. Focus on the kind that works - 12:19
- The 7 profit activators for your business - 15:35
- Why he’s writing a book and sharing his message - 20:17
- Identify your message and don’t get distracted by technology - 26:33
Review, Subscribe and Share
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Jordan Adler is an author, speaker, entrepreneur and motivator. He had a massive turnaround in his life that is nothing short of a remarkable story. As he speaks you’ll hang onto every word he says especially while he shares his fool proof process for creating an amazing life. Get ready for a burst of inspiration and enthusiasm into your life.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links and Resources from this Episode
- Connect with Jordan
-
- https://www.jordanadler.com
- https://www.facebook.com/beachmoneyclub
- https://twitter.com/BeachMoneyClub
- Jordan’s YouTube
- Amazon Author Page
Show Notes
- Jordan’s background and history - 2:05
- How advisors can overcome lack of belief - 5:19
- The power of writing down goals and believing in self - 7:14
- Trust in the process - 11:07
- The “dream barrier” and how to overcome it - 12:46
- Following the rules vs trusting the process - 14:44
- His 4 Step fool proof formula for success - 15:22
- Better Than Beach Money is his new book - 18:58
Review, Subscribe and Share
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Kate Phillips is the marketing expert behind Partners4Prosperity and works closely with Kim on the Prosperity Economics movement writing blog posts, books and other forms of content. In this episode Kate and Tammi talk about different strategies of marketing, especially smart strategies for following up with prospects and clients.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links and Resources from this Episode
- www.content4clients.com
- www.prosperitypeaks.com
- www.prosperityeconomicsadvisors.com
- www.mailchimp.com
- www.constantcontact.com
- www.infusionsoft.com
Show Notes
- Kate’s background in marketing and as a financial coach - 1:26
- Her responsibility with marketing for the Prosperity Economics Movement - 3:50
- Doing follow up marketing with email newsletters - 5:28
- If you only follow up with people once a month they forget who you are - 6:08
- Advice for advisors that are just starting with their marketing - 7:26
- Use lead magnets to get people to opt-in to email lists - 9:09
- How long it takes to grow an email list - 10:50
- Getting leverage using auto responders - 13:59
- Be an educator and not too salesy - 18:18
- Licensing content to get auto responders, ebooks and articles setup quickly - 19:00
- Do automated follow up that builds your lead flow 24/7 - 24:10
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Kim Butler shares exciting news about the movement featuring new platforms built for advisors. The Transform and Transcend has been a work in progress for the past 5 years and is certain to make a positive impact to many advisors.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links and Resources from this Episode
- Connect with Kim
-
- www.prosperityeconomicsadvisors.com
- www.prosperitypeaks.com
- Kim’s Amazon author page
- www.prosperityeconomicsadvisors.com/transform
Show Notes
- Kim explaining the CLUE acronym - 0:47
- Using ‘The Movement’ as a marketing benefit - 3:00
- Advisors should either love the principles and material or not be involved - 5:53
- What to do if you want to be a part of the movement - 7:30
- The difference between the transform and transcend membership levels - 10:35
- Do you have a backstop succession plan in your business? - 13:03
- Kim has been working on this vision and plan for the past 5 years - 15:32
- To sign up for Transform go to www.prosperityeconomicsadvisors.com/transform - 17:28
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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Tom Wheelwright is a self-proclaimed tax nerd who’s goal is to make taxes fun, easy and understandable. He’s known Kim Butler for 20+ years and has been involved with the movement helping advisors for several years.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links and Resources from this Episode
- Connect with Tom
-
- https://provisionwealth.com
- http://tomwheelwright.com
- http://taxfreewealthadvisor.com
Show Notes
- Tom’s background and history of his company - 1:13
- Why Tom loves to speak on stage and be around entrepreneurs - 3:53
- His goals goal is to make taxes fun easy and understandable - 6:14
- Understanding the tax advantages and benefits with life insurance - 7:55
- The tax laws are in place to encourage behaviours - 10:12
- Why you want to make the government your partner - 11:45
- How to use taxes as a selling point as an advisor - 15:53
- The #1 question he gets about taxes - 17:52
- Because you can’t change the tax law, learn how to use it - 21:45
- Are you looking at taxes as an expense or investment? - 22:59
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with iTunes
- Click here to subscribe with Stitcher
- Click here to subscribe with RSS
Mike Baker talks about his pursuit of truth in finance and how Nelson Nash’s book led him to being apart of the Prosperity Economics movement. He also shares how that has made an impact on his business and clients.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links and Resources from this Episode
- Connect with Mike
-
- http://mjb-financial.com
- Becoming Your Own Banker by Nelson Nash
Show Notes
- Mike’s background and learning about infinite banking - 1:49
- Reading from Nelson Nash’s books - 5:30
- Why he pursued the truth in finance - 9:50
- Why all of his clients are interested in prosperity economic strategies - 14:12
- The impact of connections from The Summit - 15:22
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with iTunes
- Click here to subscribe with Stitcher
- Click here to subscribe with RSS
Sheldon Singleton shares his favorite takeaways from Summit and what his action plan is moving forward with his marketing and influence in his business.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links and Resources from this Episode
- Connect with Sheldon
-
- https://www.linkedin.com/in/sheldon-singleton-4351942/
- https://twitter.com/7figuredynamics
- https://www.instagram.com/sheldonsingleton
- https://www.facebook.com/sheldon.singleton
- http://www.calbizjournal.com/sheldon-singleton-kim-butler/
Show Notes
- Sheldon’s background - 0:52
- His favorite takeaway from Summit - 1:44
- He likes going against the tide - 4:05
- What his social media efforts are - 4:38
- Choose the medium that works best for you - 8:02
- How he’s reading 3 books a month - 10:28
- His fitness process for filling himself up - 13:56
- How working out clears your mind - 17:17
- What he does at his networking events 21:06
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with iTunes
- Click here to subscribe with Stitcher
- Click here to subscribe with RSS
Mark Bertrang created an impactful way to connect with people by sharing his client stories through a book he wrote called ‘Investments Don’t Hug’ which can be found as a book and audiobook.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links and Resources from this Episode
- Connect with Mark Bertrang
-
- http://www.bertrangfinancial.com
- Mark’s Book
- https://www.linkedin.com/in/markbertrang
Show Notes
- Mark’s background - 1:25
- The process of writing his book - 3:15
- One of his favorite chapters he wrote about - 9:35
- How he plans on using this book with marketing and clients - 11:32
- The philosophy of “doing good” - 13:13
- Money gives you a lot of choices - 16:30
- How advisors should purchase the book - 18:59
- The struggle of writing a book - 21:35
- Mark’s new commitment - 23:04
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
- Click here to subscribe with iTunes
- Click here to subscribe with Stitcher
- Click here to subscribe with RSS
Joe Pantozzi speaks with Tammi Brannan about what it takes to stay on the cutting edge in the financial world and why people need to be grounded with The Prosperity Principles. By following those principles you’ll be able to spot the financial entertainers and avoid them so you can build wealth that lives for generations.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links and Resources from this Episode
- http://alphaomegawealth.com
- www.TheAdvisorAdvantage.com
Show Notes
- The shifts he’s seeing in his business since attending The Summit - 1:12
- Why it might be better to meet clients and prospects virtually - 3:47
- How moving to virtual meetings has become more productive - 4:58
- Focus on what you can do - 7:41
- The reason why most people are poor is because they are taking advice from salespeople and not rich people - 9:05
- The Prosperity Principles - 13:22
- Beware of the financial entertainers - 16:40
- Abundance vs Scarcity mindset - 19:29
Jimmy Vreeland works with advisors helping them find alternative investments for their clients. Host Tammi Brannan speaks with him about turn key real estate and other alternative investments.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
Advisor Advantage: www.TheAdvisorAdvantage.com
Entreprenuer Drinks podcast: https://itunes.apple.com/us/podcast/entrepreneur-drinks/id1208518874?mt=2
http://www.jointopsproperties.com
jointopsproperties@gmail.com
Show Notes:
00:00 Intro
02:04 Jimmy’s podcast - Entrepreneur Drinks
04:07 How can turnkey real estate help investors
05:18 Contact Jimmy at jointopsproperties@gmail.com to get his video presentation
07:03 How he got started with real estate investing
12:05 This is what makes Joint Ops Properties unique from other investments
15:23 A worst case scenario with turn key real estate
16:32 The liabilities of commercial real estate
19:25 Where Jimmy see’s his business in the next 6-12 months
John Moriarty will be hosting the Saint Louis Mastermind in November this year. Host Tammi Brannan speaks with him about one key topic for the event and will share information on how to register. Advisors who want to get to the next level with their businesses will not want to miss out on this Mastermind.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
Advisor Advantage: www.TheAdvisorAdvantage.com
Show Notes:
00:00 Intro
00:44 John Moriarty
01:54 Hosting the Saint Louis Mastermind
05:07 What topics will be covered
05:22 Five secrets to getting to the next level
06:10 Secret Number One
08:42 Secret Number Two
14:51 Secret Number Three
17:07 Secret Number Four
21:29 Secret Number Five
22:50 I look at my work ethic as my competitive advantage
24:30 You need to start to analyze what will get you to your next level.
25:10 Mastermind limit
25:55 How to Register for the Mastermind
In this episode, Tammi Brannan speaks with Todd Langford, CEO of Truth Concepts Software. They talk about the importance of connecting deeply with other advisors and your clients. They’ll also explain great ways to do that in this quick 20 minute episode.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
Truth Concepts Software - http://truthconcepts.com
The Summit - www.TheSummit4Advisors.com
Show Notes:
00:00 Intro
00:50 Todd Langford
01:26 Key takeaway from the Summit
03:10 You need to be able to accurately tell your story, and have people connect to it.
05:04 Hobbies are just as important as your finances
06:56 Pull people in that you can connect with better
08:41 Date night at the Summit
10:10 Learn from each other as well as from the stage
12:31 Group think tank in November
15:58 Write things down to stay on track
16:18 Facebook group: Prosperity Economics Advisors
17:17 Nothing changes if nothing changes
22:21 More power in numbers
In this episode, Tammi Brannan speaks with Prosperity Economics leader Kim Butler. They explain the Kolbe Assessment, and why every person should take this test.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
The Summit - www.TheSummit4Advisors.com
The Kolbe Assessment- http://kolbe.com/
Show Notes:
00:00 Intro
00:50 Kolbe and why it’s important
02:06 Learn how your personality gets results
03:29 Kolbe is a profile, not a test.
03:47 With Kolbe you get a good result no matter what.
05:01 1-10 is a continuum
05:20 Initiate vs. Resist
07:20 Fact finders
12:08 When you understand somebody’s Kolbe, you can work together much better.
12:39 What the term “follow through” means for Kolbe
16:45 Kolbe Assessment means 1+1= 11.
20:23 Two strengths together pull it together much better.
22:57 Kolbe and its different versions.
In this episode, Tammi Brannan speaks with Prosperity Economics leader Kim Butler. They recap the amazing benefits that everyone experienced from this year’s Summit. You will also hear dates to events coming up that you won’t want to miss out on.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
The Summit - www.TheSummit4Advisors.com
Show Notes:
00:00 Intro
00:53 Talking about the Summit
02:00 Every person is a potential leader of the movement
02:51 Using the right words
05:12 Alignment in values, story and principles
07:03 We can make a bigger difference if we help people improve their lives, not just finances
08:01 Next year’s summit
11:21 Mark your calendar
12:37 The 4 C’s
16:31 This is a community that belongs to everybody
18:11 Making the movement mainstream
18:47 Mastermind Event in November
20:30 Different events throughout the year
Summary:
Tammi Brannan speaks with Mark Benson about his business choices that enabled him to grow his company, and make it more efficient. His game-changer was narrowing his market over 15 years ago.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
The Summit - www.TheSummit4Advisors.com
Show Notes:
00:00 Intro
01:00 Background of Mark and his company
01:35 Works with teachers in Missouri, and homeowners
03:25 We have the market calling us
03:46 What was your time frame between making the decision to narrow your market, and seeing your business shift?
05:53 Bring in value creation to gain clients
07:11 Unique ability concept- how have you implemented it?
09:20 We have unique ability teamwork- everyone does what they like best
12:56 What are the activities that you enjoy the most?
15:17 Anyone trying to grow their business should look into Strategic Coaching
17:10 If you are doing things to your unique ability, you should have more energy at the end of the day.
18:13 Explanation of: free days, buffer days, and focus days
22:00 Why it’s easier to grow 10x than 2x
Summary:
On this episode of the Advisor Advantage podcast, Tammi Brannan speaks with Todd Langford, Kim Butler’s partner for the creation of the Summit. They highlight the benefits of the event- so if you’re still on the fence about coming, you should listen!
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
The Summit - www.TheSummit4Advisors.com
Show Notes:
00:00 Intro
00:49 Intro Todd Langford
01:05 How long have you been in the industry?
01:40 What would you say to advisors trying to decide if they should go to the Summit?
02:57 How do you see the Prosperity Economics repairing the broken financial planning industry?
04:10 The difference between online info and in person events
05:09 How do you and Kim design the Summit?
06:21 Share some stories where advisors have benefitted from the Summit
08:00 The reality is- sharing is better
09:18 Group work creates visibility
10:28 The benefits of mentoring
11:01 Fall-out ratio of the industry
14:03 The summit brings the best of the best in the industry
19:15 How Prosperity Economics advisors stand out
Summary:
On this episode of the Advisor Advantage podcast, Tammi Brannan speaks with Kim Butler about the Summit in July. If you are having any doubts about attending, this episode will help you finalize that decision.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
The Summit - www.TheSummit4Advisors.com
Show Notes:
00:00 Intro
00:45 Kim Butler Intro
01:10 Summit is coming in July
01:30 What is your vision for the Prosperity Economics Movement & the Summit?
01:56 1. Advisors to transform their practice
03:00 2. Client transformation
05:07 Transformation for the Summit
06:44 What is the role and reason for advisors to come to the summit?
07:29 Role: give first mentality
09:38 Example of when Kim was debating on attending something similar
10:51 Take the time to sharpen the saw
12:15 The Summit will give you ways to make more money and be more efficient.
13:12 Kim’s webinar launches June 21st
14:09 Resources, thesummit4advisors.com
Summary:
On this episode of the Advisor Advantage podcast, Tammi Brannan speaks with Patrick Donohoe about his number one objective for his company- Paradigm Life. This year it’s all about focusing on building a great team, and creating the perfect work environment.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
The Summit - www.TheSummit4Advisors.com
Show Notes:
00:00 Intro
00:49 Paradigm Life
01:04 Insurance based financial consulting firm- 100% virtual
01:38 Number one Objective for Paradigm Life this year
02:00 Process, Procedure and People
02:33 Focus on culture
02:56 What are the steps you are going to achieve this objective
04:56 What steps did you take to make these changes?
05:58 Focuses on developing professional relationships
08:03 What is the open office structure?
13:25 Sneak peek on his upcoming talk at the Summit
15:10 Facing challenges and growing
17:09 Getting out of your comfort zone
20:09 Plus, minus, equal- Push yourself to grow
Summary:
On this episode of the Advisor Advantage podcast, Tammi Brannan speaks with John Moriarty of E3 Wealth Consultants about how to educate your clients, build trust, and work as a team.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
The Summit - www.TheSummit4Advisors.com
Show Notes:
00:00 Intro
00:49 John Moriarty and E3 Wealth Consultants
01:44 How big is your team?
02:26 Our model expands from local to regional to national
03:23 Number one objective for E3 this year
08:47 How has the current financial system been created?
12:20 Creating value through education
15:28 Sense of community through Prosperity Economics Movement
16:13 How do you collaborate at E3?
17:17 The philosophy and process at E3
18:35 Mind over money podcast
20:53 The Summit
Summary:
On this episode of the Advisor Advantage podcast, Tammi Brannan speaks with Bruce Wehner about his objectives for his business this year. He plans to narrow his client niche, and this podcast will tell you how he’s going to do it.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
The Summit - www.TheSummit4Advisors.com
Show Notes:
00:00 Intro
00:48 Intro to Bruce, E3 Wealth consultants
01:18 Number one objective for business this year
02:11 Narrowing his market
02:23 Characteristics of ideal client
06:53 We have a mindset scorecard that clients have to fill out before starting the process
09:01 Motivations for Innovations in the Business
10:51 Testing the scorecard on advisors first
12:21 Kolbe Assessment
13:19 Network of advisors working cooperatively
14:55 What is it that energizes you in business?
16:20 It’s better to work as a group of advisors
18:37 Nelson Nash Institute Think Tank
19:30 The Summit- discount tickets
On this episode of the Advisor Advantage podcast, Tammi Brannan speaks with Rick Randall, an advisor in the estate planning world. They discuss the new ways of approaching advisor-client relationships, and explain why advisors should collaborate, not compete.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
The Summit - www.TheSummit4Advisors.com
Kolbe Assessment- Kolbe.com
Show Notes:
00:00 Intro
00:52 Advisor in the estate planning world
01:17 How traditional estate planning has failed
01:43 We want to work collaboratively with financial advisors
02:03 17 for 17- 17 Estate Planning Alternatives
05:30 We want to help you update and do active review on your estates
06:46 Strategic Coaching and what it’s taught Rick
07:51 Develop ways to create a blended process for the client
10:15 Our Philosophies and Processes
12:41 One stop shopping, holistic planning
16:44 We custom design our process depending on the advisor
17:48 Planning for the next generations
19:15 Lifespan trust continuum
20:06 Rick will talk at the Summit
Summary:
Tammi Brannan speaks with Ken Greene about why he went from engineering to financial advising, and why this has been such a rewarding career change.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
The Summit - www.TheSummit4Advisors.com
Show Notes:
00:00 Intro
00:48 Ken Greene
01:02 Engineer of Finance
02:02 How do you bring engineering into finance?
02:31 My first client was me
03:20 Majority of advisors don’t understand math
04:26 Ken’s number one objective
05:21 I want to divert $20M from Wall Street
06:15 I like Wall Street, but not as a buy and hold strategy
09:39 How Ken facilitates the education process
11:53 The Summit- Thank God I went
17:06 How he got into insurance full time
20:55 I went from retiring as a millionaire to having nothing- I don’t want anyone to go through what I went through
25:31 Be a contrarian.
Summary:
Tammi Brannan speaks with Michael Bonny about his primary business goal for 2017. The focus for today- how to deepen your connections with clients.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
The Summit - www.TheSummit4Advisors.com
Show Notes:
00:00 Intro
01:18 Primary goal for 2017
02:27 Make deeper connections
04:07 Favorite part of the job: interaction with clients
05:46 Reach out to clients on a regular basis
06:09 No substitute for a simple phone call.
06:58 Bonny’s ideal clients
07:35 This is a lifelong relationship
11:03 How do you approach deepening your personal connections?
13:32 Have visual cues in the office as reminders
15:58 Building trust based on sharing stories
17:54 One skill: being able to deviate from the normal, perceived purpose of the call
19:07 How to read your client
19:30 Use open ended questions
21:58 His mentor says his clients are his closest friends
Summary:
In this episode, Tammi Brannan introduces Kim Butler and her guru Dan Sullivan. They open the floor on key concepts of how to become a successful whole life insurance advisor. The main conclusion: it’s all about the process.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
Dan’s Sullivan’s Strategic Coaching: The Multiplier Mindset
The Summit - www.TheSummit4Advisors.com
Show Notes:
00:00 Intro
00:52 Kim Butler and Dan Sullivan
01:09 Dan works and coaches industry leaders
01:47 Game changer advising
04:51 Advisors should have a thinking process that they market
08:00 Creation of Universal Life Insurance
09:21 Life insurance changed from over 1,000 to less than 30 agents- the ones who stuck around were focused on whole life insurance
13:41 US & Canada could strip commissions like UK for insurance agents
20:48 Product, Service, Experience
22:23 The most important part of buying the insurance is the experience and process
23:08 Why do you work for free?
24:41 History of the process change
25:00 Characteristics of changing the game
26:53 Understanding how clients operate
31:25 Keep the conversation open-ended, not linear
32:00 How to create enormous value in yourself to the client
34:09 The importance of silence
35:05 Industry transforming vs. Game-changing
40:04 Value of attending events/ workshops
43:20 Get the client thought process down on paper
46:54 Difference between machines and humans, answers and questions
49:00 Dan Sullivan has more life insurance than anyone
Summary:
Tammi Brannan speaks with Jason Henderson about how he uses his unique personality to create a newsletter and gain referrals. The conversations leads to the many ways in which learning about and embracing individual personality can make a team work more efficiently.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
The Summit - www.TheSummit4Advisors.com
Show Notes:
00:00 Intro
01:20 Jason’s number one objective: “Build my referral market”
01:55 How he is achieving his goal
02:25 Jason’s printed newsletter
03:02 One or two client calls per newsletter
03:14 How Jason comes up with content
05:55 Include humor in your content
10:44 Prosperity economics is all about being different
11:36 What Jason gained from the Summit
11:50 Kolby assessment
15:23 Team building with Kolby
15:44 Jason’s Kolby score
18:38 Kolby shows everyone’s skills and how they use their toolset
Summary:
Tammi Brannan speaks with Adam Gane about his methods of teaching and implementing Prosperity Economics with his team in Canada.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
The Summit - www.TheSummit4Advisors.com
Show Notes:
00:00 Intro
00:53 Adam is the son of the Gane team
01:25 Gane’s broad goal
02:22 Clarify concepts in a simple way
03:07 Is there a difference between Canadian and American clients?
04:10 Advisors use Prosperity Economics without knowing it
05:05 How Adam structures his client education
08:34 Kim’s book Live Your Life Insurance
11:44 Tools provide value
13:53 Looking past the math
15:33 How do you handle a client walking away?
17:41 Ken’s ideal client
18:26 Is it just millennial’s who are frustrated with the current system?
20:32 Ken’s takeaways from the Summit
Summary:
Tammi Brannan speaks with Jeff Huston about his company: 3D money. Being in the business for 25 years makes him a great tool for Prosperity Economics Advisors.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
The Summit - www.TheSummit4Advisors.com
Show Notes:
00:00 Intro
01:09 Jeff’s company 3D money and how it can help advisors
01:33 Jeff’s background in the advisor business
04:13 Now specializes in workforce housing in the upper midwest
05:27 Big rig and fig, begin in gratitude, respond in gratitude, finish in gratitude
08:25 Goal to find another 2 key advisors
11:11 Continuing your growth as an advisor is key
11:45 Jeff has been a strategic coach participant for 15 years
12:58 Combination of Content and Camaraderie
14:05 Advising is a thankless business and can be lonely
15:10 We are swimming upstream
15:38 Communicate a multifaceted plan to people
17:30 You have to get comfortable with selling and re-selling this strategy
18:51 We are more client service related in Whole Life
22:37 Summit dates
Summary:
Tammi Brannan speaks with Bryan Repple about how he was able to identify what was holding back his company from growing. He elaborates on the importance of taking the time to finding obstacles, and making necessary changes to move forward efficiently.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
The Summit - www.TheSummit4Advisors.com
Show Notes:
00:00 Intro
02:06 Bryan’s Conference
03:37 Bryan’s Objective: Identify and Eliminate Obstacles
05:11 How do we become more efficient as team?
07:38 “I believe in thinking time.”
09:54 How he chose to cutback employees
11:29 Less people doing more work is more efficient
11:55 Employees drive the ship, importance of rewarding
12:40 CEO’s: It’s our job to set the vision
14:02 Middle area is defined by the vision
16:20 Growth is all about teaching
17:11 Recruit advisors + clients through education
23:40 Two biggest wealth destroyers
Summary:
Tammi Brannan speaks with best-selling author Kim Butler about the first steps that a new Prosperity Economics advisor should take.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
Link to Qualification Test: testteachersonline.com
The Summit - www.TheSummit4Advisors.com
Attorney Contact: marketcouncil.com
Purchase the Prosperity Process: pathwayprocess.com
Show Notes:
00:00 Intro
01:30 1st step: Get life insurance license
02:00 Prosperity Economics disagrees with securities licenses
02:20 No broker dealer world
03:31 Forget everything you’ve learned
07:51 What’s the second step?
08:06 Series 65 advise license
08:48 Fiduciary platform
10:50 RIA world
12:21 Fiduciary platform vs. suitability standard
15:09 Freedom for our advisors
16:49 Fed registered RIAs vs. State registered RIAs
18:50 We sell our process
27:11 Cost of attorneys
28:51 What is “selling away?”
29:10 Suitability is a much lower standard
31:52 Why you should avoid agencies
33:02 Mentor program will help both new and old advisors
34:19 Series 65 is not required but advised
35:26 Come to the summit
Summary:
Tammi Brannan speaks with Bryan McCloskey about his philosophy on how to spread the power of Prosperity Economics to the world. His previous career in education gives him a great perspective on how to draw clients into an engaging learning environment.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
The Summit - www.TheSummit4Advisors.com
Show Notes:
00:00 Intro
01:20 Bryan’s involvement with the mentor program
03:19 Bryan’s global and specific objectives
06:10 What is your method for working with misinformed clients?
08:06 Ask powerful questions, do not preach
09:31 Does truth concept software from Todd work?
11:29 Plant the nugget of truth
12:47 How to avoid aggression in clients
15:49 How long are Bryan’s client phone calls?
17:08 Explanation of client personalities
17:37 Easy dialogue is key for Bryan
18:46 Lifelong learning
19:00 Last tip for the audience
Summary:
Tammi Brannan speaks with Spencer Shaw from Podkick: the podcast production company that works with financial advisors. Spencer educates us on the infinite ways in which podcasts can help grow your business.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
The Summit - www.TheSummit4Advisors.com
Podcast Production Company - www.PodKick.com
Show Notes:
00:00 Intro
00:40 Tammi introduces Spencer Shaw from Podkick
01:35 How Spencer helps Kim Butler harness the power of podcasts
03:48 The benefits of podcasts vs. traditional mediums
06:39 How podcasts have improved Kim’s business
08:20 How podcasts help Kim transcend her biggest obstacle: time.
09:06 Kim gains referrals through her podcasts
10:18 Notoriety: Podcasts assert sophistication and expertise
13:35 All of Spencer’s clients are on Apple’s New & Noteworthy list
19:24 Spencer’s new client intake process
20:28 Podkick does entire podcast production for clients
21:46 Podcasts give shockingly high return on investment
25:57 Podcasts = relevant content that lasts
Summary:
Host Tammi Brannan interviews Rich Gane to learn more about his Canadian team and their strategies for finding open-minded clients interested in Prosperity Economics, and teaching those clients that alternative investments are the future.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
The Summit - www.TheSummit4Advisors.com
Show Notes:
00:00 Intro
00:51 Today’s Guest: Rich Gane
02:27 Team Objective: Spread Prosperity Economics to everyone in Canada
03:04 How Rich got a 2% return on investment from whole life insurance
04:48 Client mindset is more important than income
07:00 How Rich Gane built his client base at the beginning
08:11 Use Facebook and LinkedIn ads now
10:55 Rich Gane’s resources for marketing
15:42 Employee Jason Rink and how digital marketing is key!
18:17 Why alternative investments are safer than the stock market
20:19 Canadian pension plan switches from stock bonds to private equity
23:13 This year’s Summit and why you should go
24:57 Power as a team
Curtis May talks with host Tammi Brannan about how he chooses which clients to work with and why education is the first step in the process.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
The Summit - www.TheSummit4Advisors.com
Show Notes:
00:00 Introduction
00:51 Today’s Guest: Curtis May
01:42 Why it felt like he had his first year 7 times over
03:15 Transitioning from traditional financial planning to alternative investing
05:50 Prosperity economics allows him to teach people a new way of thinking
07:19 Using prosperity tools and helping people think
11:47 Why the first step is to educate
14:11 What Curtis looks for in his initial 30 minute meeting with clients
17:30 How to decide if a client is worth taking on
19:06 We are not in the financial services business. We are in the marketing business.
20:30 Curtis’s #1 objective this year
23:21 Why he’s attending The Summit this year
Kim Butler talks with host Tammi Brannan about Kim’s recent experience at Abundance 360 with Peter Diamandis. They talk about abundance vs scarcity, living an innovative and elegant life and amplifying your strengths.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
The Summit - www.TheSummit4Advisors.com
Finding your strengths - www.strengthsfinder.com
New transformative material - https://boltthreads.com
3D printed ear pieces - www.averysound.com
Peter’s book - Bold
Show Notes:
00:00 Introduction
00:43 Today’s Guest: Kim Butler
01:52 What most people are looking to get out of the Abundance 360 event with Peter Diamandis
03:45 Be thinking about the strengths you already have and what else you could do with them
05:33 If you’re not clear on your strengths look at www.strengthsfinder.com
06:20 Amplifying your strengths
07:03 How Kim intakes information at conferences
08:12 Abundance Scorecard #1 - Abundance Mindset
08:54 Abundance Scorecard #2 - Moonshot Thinking
09:47 Abundance Scorecard #3 - Massively Transformative Purpose
10:20 Abundance Scorecard #4 - 6 D’s Implementation
11:15 Abundance Scorecard #5 - Exponential Tech
11:54 Abundance Scorecard #6 - Crowd and Community
13:06 Abundance Scorecard #7 - Transformation
13:12 Abundance Scorecard #8 - Data Driven Decision Making
15:37 The 5 Hour Rule
17:12 Gratitude and scarcity cannot co-exist in your mind
21:08 How to make your life more elegant
26:08 Abundance vs scarcity
29:15 Commitment statements
Anthony Faso talks with host Tammi Brannan and shares insights on how he has created an incredible team around him that educates clients.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
The Summit - www.TheSummit4Advisors.com
Show Notes:
00:00 Introduction
00:35 Today’s Guest: Anthony Faso
01:02 Anthony’s #1 objective for his business this year
02:44 How he builds trust with his clients
03:55 The team and processes involved in a successful firm
08:53 How he learned about team management
10:21 How he found alternative investments for his clients
13:00 The reasons Anthony personally visited the alternative investments home offices
18:30 Why Anthony attends The Summit
22:07 Breakthroughs for Anthony and others that have a solo practice and small firm
Barry Herrlinger talks with host Tammi Brannan and shares the process for attracting your ideal clients. He also speaks about what it takes to teach people while they are on their financial journey.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
www.theadvisoradvantage.com
The Summit - http://prosperityeconomicsadvisors.com/the-summit
Show Notes:
00:00 Introduction
00:34 Today’s Guest: Barry Herrlinger
01:26 Barry’s #1 objective in 2017
02:08 Dispelling financial myths with clients
02:44 What it takes to teach people on their financial journey
05:33 Barry’s investigation process of asking questions
07:04 If you’re asking the right questions you don’t have to know everything
07:24 Why it’s not about the product
08:35 How to determine which clients are a good fit and which are not
12:02 Barry’s ideal clients
13:48 How to get people to trust you more quickly
17:55 Why Barry attends The Summit
Russ Morgan talks with Tammi Brannan and shares insights of transitioning from a former business practice to a prosperity business practice and how that has provided more opportunities for him and his clients.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
www.theadvisoradvantage.com
The Summit - http://prosperityeconomicsadvisors.com/the-summit
Show Notes:
00:00 Introduction
00:40 Today’s Guest: Russ Morgan
01:33 Russ’s #1 objective in his practice
03:47 Former business practices vs. Prosperity business practices
04:43 Helping clients understand passive income
06:47 The biggest challenge advisors have when learning a new concept
07:58 Why Russ is always seeking for the best opportunity for his clients
12:58 We’re in the age of multiple streams of income
17:00 Be willing to bring unique ideas and learn new concepts
18:13 Takeaways and opportunities from The Summit
Kim Butler talks with the host Tammi Brannan to explain the purpose of The Advisor Advantage podcast and explain what is happening with this financial movement.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
www.theadvisoradvantage.com
www.partners4prosperity.com
Show Notes:
00:00 Introduction
01:00 Tammi’s unique ability as an interviewer
02:57 Kim’s reason behind The Advisor Advantage podcast
06:15 Shifting to independance
08:49 Is there room for all types of independence in the prosperity movement?
11:28 The #1 thing that pushes advisors towards independence
13:41 The 7 Principles of Prosperity, Code of Honor and Mission Vision, Values