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(By the way, Kim took the "long route" to being a Prosperity Economics Advisor, getting her CFP designation and Series 6 then Series 7 licenses, as well as a Series 63, Series 65 and additional education and experience (such as 4 years as co-trainer of Truth Concepts financial software and a banking background. All of the above have been learning experiences but NOT necessary to get started!)
Not mentioned in the show but also HIGHLY recommended are Truth ConceptsSoftware, Truth Training (some advisors attend about once a year), and The Summit for Prosperity Economics Advisors. If you were going to do ONE thing to jump-start a new venture as a Prosperity Economics Advisor – or even to just seriously explore it – we would say, "Come to The Summit!"
If you would like for us to answer your question on the show be sure to keep sending us questions and reach out to us!
Show Notes:
[0:00] Prologue
[0:19] Intro
[1:07] Overview
[2:33] Life Insurance Licenses
[3:28] Alternative Investments
[4:38] Planning and Processes
[7:02] Five-Step Prosperity Pathway
[9:03] Fiduciary vs. Suitability Standard
[10:35] The Big Picture
[12:50] What is Your Passion Level?
[13:19] The "Secret"
[15:13] Wrap-Up
[15:30] Financial Planning Has Failed
[15:48] Outro
By Kim D. H. Butler and Spencer Shaw4.7
9595 ratings
(By the way, Kim took the "long route" to being a Prosperity Economics Advisor, getting her CFP designation and Series 6 then Series 7 licenses, as well as a Series 63, Series 65 and additional education and experience (such as 4 years as co-trainer of Truth Concepts financial software and a banking background. All of the above have been learning experiences but NOT necessary to get started!)
Not mentioned in the show but also HIGHLY recommended are Truth ConceptsSoftware, Truth Training (some advisors attend about once a year), and The Summit for Prosperity Economics Advisors. If you were going to do ONE thing to jump-start a new venture as a Prosperity Economics Advisor – or even to just seriously explore it – we would say, "Come to The Summit!"
If you would like for us to answer your question on the show be sure to keep sending us questions and reach out to us!
Show Notes:
[0:00] Prologue
[0:19] Intro
[1:07] Overview
[2:33] Life Insurance Licenses
[3:28] Alternative Investments
[4:38] Planning and Processes
[7:02] Five-Step Prosperity Pathway
[9:03] Fiduciary vs. Suitability Standard
[10:35] The Big Picture
[12:50] What is Your Passion Level?
[13:19] The "Secret"
[15:13] Wrap-Up
[15:30] Financial Planning Has Failed
[15:48] Outro

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