The Advisor Advantage

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...

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 Epis...

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/    ...

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-epis...

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 http...

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/   PEMD...

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...

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 Res...

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://mydynamixp...

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-bonu...

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 quara...

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 produc...

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....

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://prosperityeconom...

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.c...

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 E...

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://prosperityeconomic...

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...

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-bo...

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://w...

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 t...

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 y...

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 enj...

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-bon...

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-mind...