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 this Episode

• https://thesummit4advisors.com/ 
• Kim Butler [email protected] 

 

Show Notes

• Position yourself as a leader - 2:42
• What do you want to do? - 3:25
• Principles, Processes, and Products - 4:00
• How the movement operates - 4:19
• Something very common in our industry - 5:50
• Principles first, products second - 6:37
• The ability to shift your state - 9:55
• Patrick’s version and priorities - 11:25
• Developing a deeper connection - 12:49
• A new method of learning - 13:32
• Tammi and Kim welcome you to the next summit! - 14:52

 

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