The Advisor Advantage

On the "Advisor Advantage Podcast," host Michael Shaw sits down with advisor William Larsen - an insurance broker with a passion for impact. William shares his journey from career-changing dad to financial guide, turning personal challenges into a mission to assist others. William's hands-on, empathetic approach embodies the podcast's spirit, offering listeners deep insight into creating value and legacies for clients and their families. Tune in to be inspired by William's dedication to making a difference.

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
• Get in touch with Janet at [email protected] or 936-247-2732
• https://prosperityeconomicsadvisors.com/summit-4-advisors/
• Partner Link: https://gravystack.com/advisor
• Book Link: https://a.co/d/cU33ny1
• https://prosperityeconomicsadvisors.com/
• https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/?ref=share_group_link
• "Think and Grow Rich" by Napoleon Hill - https://www.amazon.com/dp/1585424331/
• Strategic Coach program by Dan Sullivan - https://www.strategiccoach.com/

Show Notes

• Personal narrative shapes career choice.
• Prioritization approach for clients: Availability.
• Pursuing perpetual mastery through teaching.
• Overcoming rejection in the advisory business.
• Encouraging expansive thinking in business.
• Importance of designing your life and business goals.
• Instilling financial education in the next generation.
• Origin of interest in business and entrepreneurship.
• The impact of family values on business philosophy.
• Developing deep connections with clients.

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Join Justin on the Advisor Advantage Podcast as he chats with financial mentor Kim Butler. Kim, endorsed by luminaries like Robert Kiyosaki, shares insights from her latest book "Busting the Budgeting Lies" – challenging mainstream money management and revealing the truth about personal finance. Discover how to truly take control of your cash flow and transform your financial trajectory. Tune in for potent strategies beyond traditional budgeting, guaranteed to empower your financial journey.

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

• Get in touch with Janet at [email protected] or 936-247-2732
• https://prosperityeconomicsadvisors.com/summit-4-advisors/
• Partner Link: https://gravystack.com/advisor
• Book Link: https://a.co/d/cU33ny1
• https://prosperityeconomicsadvisors.com/
• https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/?ref=share_group_link
• Connect with Justin Maxwell
• https://justindmaxwell.com/blog/debunking-myths-kim-butler/
• [email protected]

Show Notes

• Importance of understanding personal finance.
• Myth-busting the concept of budgeting.
• Life's fluidity and the pitfalls of strict budgeting.
• The power of saving first and its historical relevance.
• Personal story - Financial lessons from farming.
• Traditional budgeting vs. the "save first" approach.
• The psychology of measuring progress backwards.
• Introduction to the Currence app for financial behavior.
• The critical difference between budgeting and cash flow management.
• How the app can significantly impact one's financial future.
• Aligning personal finances with business success.

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Janet Sims and Kim Butler share the vision and collaboration we, at Prosperity Economics Movement, are currently discussing with other like-minded whole life friendly organizations to strengthen our ability to help people.

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

• Get in touch with Janet at [email protected] or 936-247-2732
• https://prosperityeconomicsadvisors.com/summit-4-advisors/
• Partner Link: https://gravystack.com/advisor
• Book Link: https://a.co/d/cU33ny1
• https://prosperityeconomicsadvisors.com/
• https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/?ref=share_group_link

Show Notes

• Kim gives her perspective on what 'dating' in business means, likening it to cautiously checking things out before commitment
• Discussion on a group meeting they had in Nashville,
• Tennessee which is compared to a 'group date'
• The group's decision to 'date' and their plans for the future
• Query about the vision being built within the movement
• The origins of the prosperity economics movement and its contributors
• Sharing an example of a bad sales experience as a cautionary reminder
• The aims of an advisor-friendly space that facilitates authenticity
• The three core tenets of the community: Principles, clear language, and numerical proof of concept
• The importance of urgency and communication in the client-advisor relationship

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Janet Sims and Kim Butler discuss a myriad of questions advisor's typically have concerns about so we asked the question "How do you know when it's time to (fill in the blank)?"

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

• Get in touch with Janet at [email protected] or 936-247-2732
• https://prosperityeconomicsadvisors.com/summit-4-advisors/
• Partner Link: https://gravystack.com/advisor
• Book Link: https://a.co/d/cU33ny1
• https://prosperityeconomicsadvisors.com/
• https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/?ref=share_group_link

Show Notes

• How Kim's love for learning has shaped her approach as an advisor
• The importance of constant growth and education
• Use of social media by advisors and the difficulty some face in adapting to it
• The role of a Fractional CMO and how it can help in marketing efforts
• How do you know when it's time to better serve your existing clients?
• Tendency of advisors to prioritize new sales over serving existing clients and emphasizes the need for change in this regard
• How do you know it's time to hire a virtual assistant?
• The importance of getting virtual assistant help early
• Step-by-step process of hiring and training a virtual assistant
• How do you know when it's time to ask for help on a case?
• The importance of joint work and collaboration in success for advisors

Review, Subscribe and Share If you like what you hear please leave a review by clicking here

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In this podcast, Todd Langford, developer of Truth Concepts tools, discusses how these tools aid financial advisors in providing clear, accurate information to clients, dispelling common misconceptions. He highlights the advisor's critical role in diagnosing economic health, creating personalized financial strategies, predicting potential problems, and encouraging financial adaptability.

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

• Get in touch with Janet at [email protected] or 936-247-2732
• https://prosperityeconomicsadvisors.com/summit-4-advisors/
• Partner Link: https://gravystack.com/advisor
• Book Link: https://a.co/d/cU33ny1
• Connect with Todd Langford
• https://truthconcepts.com/about/
• https://www.linkedin.com/in/truthconceptssoftware

Show Notes

• The principle of uncertainty
• Analogy between predictable and unpredictable elements of financial decisions and roller coasters
• Google Ads as a form of positive risk
• Analogy between the financial industry and witch doctors
• How to use tools and training to make financial decisions more relatable to clients
• Equipping financial advisors with tools to help their clients make informed decisions
• Managing clients' expectations by providing them with traceable financial plans
• The impact of unexpected events on financial plans and the need for adaptability.
• Advisors being the bridge between math and real world decisions
• The importance of the financial advisors to focus on the results of numbers rather than just the numbers

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Kim Butler sits down with Scott Donnell from Gravy Stack to discuss the fun app they created for kids to teach them financial concepts through games.

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

• Get in touch with Janet at [email protected] or 936-247-2732
• https://prosperityeconomicsadvisors.com/summit-4-advisors/
• Partner Link: https://gravystack.com/advisor
• Book Link: https://a.co/d/cU33ny1
• Connect with Scott Donnell
• https://gravystack.com/
• [email protected]
• https://www.linkedin.com/in/donnell-scot

Show Notes

• The concept of financial competency
• Why people often make bad financial decisions early in life
• How GravyStack gamifies financial education, making it easier and more enjoyable for kids to learn
• Using the GravyStack app
• Scott's book, "Value Creation Kid"
• The home economy system's three E's: Setting expectations, expenses to cover, and extra pay
• Introduction to "brain gigs" that help kids learn valuable skills and knowledge
• How structured investments and insurance brought peace to his wife and their marriage
• The affiliate program at GravyStack that allows participants to earn while spreading its mission

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Janet Sims welcomes Katie Jackson, Communications and Connections Coordinator for Truth Concepts and Elizabeth Hagenlocher, Content Writer for PEM. Transformation is not a single event for Advisors, and the discussion revolves around how we assist them in finding community and development opportunities within our organization.

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

• Get in touch with Janet at [email protected] or 936-247-2732
• https://prosperityeconomicsadvisors.com/summit-4-advisors/
• Connect with Katie Jackson and Elizabeth Hagenlocher
• https://truthconcepts.com/
• https://prosperityeconomicsadvisors.com/
• https://www.facebook.com/truthconcepts
• https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/
• https://www.linkedin.com/in/elizabeth-hagenlocher337 Show Notes
• Elizabeth discusses her role as a content writer for blogs, newsletters, white papers, and books
• Katie explains her role as communication and connections coordinator for Truth Concepts
• The importance of continuous learning
• How the Prosperity Economics Movement exists to provide education and community for whole life friendly advisors
• What Elizabeth and Katie learn from advisors to help them better assist
• The relevance of the Prosperity Economics Movement for advisors in terms of community
• The transformation of the Prosperity Economics Movement and its aim to provide proven strategies and a support system for advisors
• What is Truth Concepts and how advisors can get involved

Review, Subscribe and Share If you like what you hear please leave a review by clicking here

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In this episode of the Advisor Advantage Podcast, Janet and Kim Butler discuss the importance of having a track to run on as an advisor and how using the Parallel Paths System can help advisors stay focused and provide value to their clients. They emphasize the importance of being present for the client, listening to their needs, and staying consistent to achieve success.

The podcast also highlights the importance of immersing oneself in continuous learning and development such as attending events, webinars, and coaching calls, as well as utilizing the Truth Concepts calculators to better communicate financial concepts to clients. The Advisor Advantage platform aims to provide whole life friendly advisors with a supportive community, constantly honing their skills to achieve a sustainable business.

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

• Get in touch with Janet at [email protected] or 936-247-2732
• https://prosperityeconomicsadvisors.com/summit-4-advisors/
• Connect with Kim Butler
• Perpetual Wealth Book: https://www.amazon.com/Perpetual-Wealth-Financing-Prosperity-Generations/dp/0991305477
• Family Legacy Card Game: https://prosperityeconomics.org/family-legacy-card-game/
• Prosperity Thinkers: https://prosperitythinkers.com/
• https://www.linkedin.com/in/kimdhbutler/
• https://www.facebook.com/kimdhbutler/ Show Notes
• The importance of having a track to run on for advisors
• The value of being confident and authentic with clients by knowing where you're going and what you're going to say as an advisor
• Using parallel paths as a useful track for advisors and how it can save both the advisor's and client's time in meetings
• The importance of attending events, webinars, and coaching calls to continuously embed these skills and knowledge as an advisor
• Incorporating the Truth Concept calculators into your parallel paths and attending the Truth Training to learn and understand the concepts behind the calculators
• Immersing oneself in the community of whole life friendly advisors and continuously learning and growing professionally

Review, Subscribe and Share If you like what you hear please leave a review by clicking here

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In this episode of the Advisor Advantage Podcast, Kim Butler and Janet discuss the importance of whole life insurance for advisors and the constant need for improvement in the industry. They mention the value of having a strong foundation in place during times of uncertainty and the necessity of a set of principles or a moral code. The episode also highlights the importance of building relationships with colleagues and peers within the industry and the plan to have individual advisors interviewed on the podcast to share their experiences and stories. The hosts also talk about various books that have helped them in developing a positive mindset and stress the importance of reaching out to other advisors for support and guidance.

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

• Get in touch with Janet at [email protected] or 936-247-2732
• https://prosperityeconomicsadvisors.com/summit-4-advisors/
• Manifesto for a Moral Revolution by Jacqueline Novogratz: https://www.amazon.com/Manifesto-Moral-Revolution-Tools-Change/dp/1250222877
• Win The Day by Mark Batterson: https://www.amazon.com/Win-Day-Habits-Stress-Accomplish/dp/0593192761
• https://prosperityeconomicsadvisors.com/currence/
• Connect with Kim Butler
• Perpetual Wealth Book: https://www.amazon.com/Perpetual-Wealth-Financing-Prosperity-Generations/dp/0991305477
• Family Legacy Card Game: https://prosperityeconomics.org/family-legacy-card-game/
• Prosperity Thinkers: https://prosperitythinkers.com/
• https://www.linkedin.com/in/kimdhbutler/
• https://www.facebook.com/kimdhbutler/ Show Notes
• The changes in the advisory business and the constant presence of whole life insurance.
• Importance of certainty during uncertain times and the role of the Prosperity Economics community in providing support and resources
• History of the Prosperity Economics Movement and reflections on its growth and development
• Goal of connecting individual advisors and highlighting their unique work and practices
• Book recommendations: The Manifesto for a Moral Revolution by Jacqueline Novogratz and Win the Day by Mark Batterson
• Importance of having a strong moral foundation in the advisory business during uncertain times
• Request for advisors to share their stories through podcast interviews and collaboration with their peers

Review, Subscribe and Share If you like what you hear please leave a review by clicking here

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In this episode of the Advisor Advantage Podcast, Kim Butler shares her experience of not being at her best during an important client meeting and how she quickly adjusted her mental state before the meeting. Kim discusses the importance of mindset and how she uses breathwork, spiritual practices, and mental techniques to shift into the right headspace within a short time. Also, she discusses the importance of being authentic with clients, especially when feeling less than perfect, and how practicing techniques and immersing oneself in their business community can lead to success. Lastly, she emphasizes the significance of continuing their journey of personal and professional growth by attending events, webinars, and training sessions.

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

• Get in touch with Janet at [email protected] or 936-247-2732
• https://prosperityeconomicsadvisors.com/summit-4-advisors/
• https://youtu.be/3UVeCtC-Omo
• https://youtu.be/faTGTgid8Uc
• https://mybiblelesson.com
• https://www.blueprintprocess.com/
• https://www.amazon.com/Path-Wealth-Spiritual-Financial-Abundance-ebook/dp/B00T5H0VQW/ref=sr_1_1?crid=3KOF4MYEC6U9Q&keywords=may+mccarthy+book&qid=1677518901&sprefix=MAY+MCARTHY%2Caps%2C113&sr=8-1
• https://prosperityeconomicsadvisors.com/currence/
• Connect with Kim Butler
• Perpetual Wealth Book:
• https://www.amazon.com/Perpetual-Wealth-Financing-Prosperity-Generations/dp/0991305477
• Family Legacy Card Game: https://prosperityeconomics.org/family-legacy-card-game/
• Prosperity Thinkers: https://prosperitythinkers.com/
• https://www.linkedin.com/in/kimdhbutler/
• https://www.facebook.com/kimdhbutler/ Show Notes
• Kim shares her personal experience with adjusting her mindset quickly
• The role of breathwork and spirituality in shifting mindset
• Tony Robbins' priming exercise and other physical methods to change mindset
• Kim's spiritual approach of praising rather than pleading for help before a call
• The importance of posture and standing up to improve mindset and engagement
• Being authentic and transparent about your current state with clients
• The importance of consistency in the parallel paths approach to improve results with clients
• Embedding important concepts and tools into your practice through repetition and training

Review, Subscribe and Share If you like what you hear please leave a review by clicking here

Make sure you're subscribed to the podcast so you get the latest episodes.

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• RSS