The Advisor Advantage

Perpetual Wealth: How to BUILD a Family Bank


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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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The Advisor AdvantageBy Kim Butler and Tammi Brannan

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