The Advisor Advantage

Five Keys For Making A Transition with Mike O'Sullivan - Episode 124


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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

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The Advisor AdvantageBy Kim Butler and Tammi Brannan

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