The Advisor Advantage

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://prosperityeconomics...

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:/...

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 Econ...

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 t...

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 Eco...

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 mo...

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...

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 m...

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...

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-yo...

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...

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. TheAdvisorAdvantag...

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. TheAd...

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 Move...

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 insuranc...

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...

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...

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 ab...

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 wealt...

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://prosperityeco...

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...

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://prosperityeconomicsadvisor...

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 Econom...

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...

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...