The Advisor Advantage

Phases of Financial Progress. Phase 4: Creating The Opportunity, Go Slow And Start Small - Episode 117


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Kim talks talks about the phases of financial progress and how in the fourth phase the client begins to create wealth. Also in the advisor section of the podcast we get to listen to Noah Kelsch give his thoughts on the ups and downs we experience in life.

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

Show Notes

  • Why Kim recommends to not pay extra against mortgages - 2:27
  • Kim encourages us to buy real estate and to use life settlements - 2:56
  • The advantage of buying more life insurance policies - 3:06
  • The importance of going slow and starting small - 3:56
  • Why it isn't a good idea to leave a loan in the life insurance fund - 5:26
  • Why a loan analysis calculator is important - 7:28
  • Kim talks about the death benefit - 8:03
  • In the advisor section of the podcast we get to listen to Noah Kelsch - 8:23
  • What to do when we can't control the ups and downs of life - 9:30
  • Noah shares with us the analogy that he uses to the ups and downs of life - 11:10
  • There aren't straight lines in nature - 13:15
  • Tammi and Noah talk about Joseph Campbell’s book: "The Power of Myth" - 16:20

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The Advisor AdvantageBy Kim Butler and Tammi Brannan

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