The Advisor Advantage

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...

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 t...

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://prosperityeconomicsadviso...

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...

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-t...

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://p...

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 yo...

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 E...

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-bonu...

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 an...

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...

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...

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 Eco...

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...

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 pro...

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 lea...

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://p...

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 sh...

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 pro...

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 an...

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...

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 Prosperi...

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 abo...

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-you...

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:...