Summary:

Tammi Brannan speaks with Jeff Huston about his company: 3D money. Being in the business for 25 years makes him a great tool for Prosperity Economics Advisors.

To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com

Links in this Episode:

The Summit - www.TheSummit4Advisors.com

Show Notes:

00:00 Intro

01:09 Jeff's company 3D money and how it can help advisors

01:33 Jeff's background in the advisor business

04:13 Now specializes in workforce housing in the upper midwest

05:27 Big rig and fig, begin in gratitude, respond in gratitude, finish in gratitude

08:25 Goal to find another 2 key advisors

11:11 Continuing your growth as an advisor is key

11:45 Jeff has been a strategic coach participant for 15 years

12:58 Combination of Content and Camaraderie

14:05 Advising is a thankless business and can be lonely

15:10 We are swimming upstream

15:38 Communicate a multifaceted plan to people

17:30 You have to get comfortable with selling and re-selling this strategy

18:51 We are more client service related in Whole Life

22:37 Summit dates