The Advisor Advantage

Kim Butler shares the 12 questions she uses in the first meeting with a client to get information from them, so she can optimize their financial strategy.

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://www.amazon.com/Dan-Sullivan-Question/dp/1897239173
• https://truthconcepts.com/truth-training/

Show Notes

• The objective for the 12 questions - 1:12
• 12 questions aligned with a new client - 2:48
• The first four questions - 3:15
• Opportunities and strengths that you have already - 4:18
• Creating a strategy for a client - 5:14
• The other questions Kim asks in that first interview with a client - 5:55
• What do you want your money to do - 8:22
• Truth Training - 10:16
• Dan Sullivan's book - 10:31
• The next Truth Training event - 10:38

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Marketing and branding expert Mike Brevik with CyberDogz, is with Tammi in today's episode! If you feel that your brand needs to take a step up to the next level, this is the interview that you should listen to. Enjoy!

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

• [email protected]
• https://www.cyberdogzltd.com/

Show Notes

• Why revolutionize the marketing industry? - 2:04
• What he does for clients - 3:20
• Following a system and increase your chances to success - 3:50
• Addressing a foundation for a business - 4:31
• Digging into the client mind - 6:52
• Where the brand wants to go - 8:53
• Being truly efficient with your marketing - 12:49
• Get in touch with Mike Brevik - 16:23

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Helping advisors figure out how to reach their goals, that's today's topic! Trent and Tammi talk about finding your unique approach and your path to success.

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

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

Show Notes

• Principles that attract people - 1:51
• Getting over fears and limitations - 2:12
• Being more efficient when it comes to working with clients - 2:33
• Some takeaways - 3:57
• A new program for Trent - 4:48
• Producing and learning - 8:10
• Explaining more about the group calls - 9:44
• What Trent loves about the program - 11:38
• A good experience for people that have a business - 13:22
• The virtual summit - 15:33
• An excellent learning environment - 16:38
• There's never been a better time to have life insurance - 17:00

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How do you feel about setting up a blog or setting up your social media? In today's episode, Tammi dives into this topic with special guest Elizabeth Hagenlocher. Tammi and Elizabeth also talk about how they met each other and what is Elizabeth's "superpower."

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

• Connect with Elizabeth Hagenlocher
• [email protected]
• http://elizabethhagenlocher.com/

Show Notes

• Elizabeth's "superpower"- 1:55
• What does Elizabeth do? - 2:50
• Making Tammi sound like Tammi - 6:52
• We are not aware of how smart we are - 7:17
• Everyone has an unique message - 10:50
• Things we have to be doing - 12:20
• Using social media apps - 12:30
• Reaching out to Elizabeth - 13:35
• Life insurance licensed - 13:59
• Helping you to impact other people - 15:16

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Kim and Tammi talk about the virtual summit coming up in June! They give us details and how to register for it. Kim shares the structure of the virtual summit and how it can change your business for the better.

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

• PEM virtual summit - 1:13
• The opportunity to talk to other people - 2:23
• The mechanics of the virtual summit - 2:38
• A time to listen and learn - 4:04
• The information is so valuable! - 5:19
• What Strategic Coach believes - 7:15
• Attending the summit virtually - 9:52
• Benefits of the virtual summit - 12:58
• The virtual summit is a great opportunity - 18:92

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Tammi and Kim talk about the new way PEM has created for you, the advisor, to manage your clients! It's good for the industry and specifically for PEM philosophy.

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://mydynamixpro.com/product/pem-dynamix/
• PEMDynamix customer service: (Nathan) 866-579-7836
• https://joinnow.live/s/TwiCve

Show Notes

• What's a CRM? - 1:45
• The client's information - 2:59
• PEMDynamix's work - 4:29
• The database system - 5:15
• Content for clients - 5:59
• An implementation tool - 7:06
• Where people can find more information about it - 12:21
• Do the training and follow the guidance! - 17:00

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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.

http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-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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On today's podcast, Tammi talks to the creator of Truth Concepts software: Todd Langford! They talk about how numbers are essential and Todd tells us that "If the numbers are right, then they do not matter." Listen and enjoy Todd's insights.

http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode

• [email protected]
• https://truthconcepts.com/blog/
• https://truthconcepts.com/tutorials/
• [email protected]

• With great power comes great responsibility - 1:44
• You cannot have liberty with irresponsible citizens - 2:02
• Be responsible with the information that we give clients - 2:42
• We need to know the numbers so well - 4:06
• When the numbers really do not matter - 5:02
• Knowing what we are talking about - 6:33
• Gaining confidence around the numbers - 7:39
• Truth Concepts software - 12:47

If you like what you hear please leave a review by clicking here

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As in the previous episode, Tammi and Kim dive into pretty exciting news for PEM members. They talk about marketing, principles, and processes including a new click funnel available for PEM members.

http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode

• https://mydynamixpro.com/shop/

• A new click funnel ready for you - 0:34
• A second podcast about marketing - 1:12
• Kim as a strategic coach - 2:12
• Promoting your company - 3:00
• It is all about integrity - 4:10
• Keep telling the truth! - 4:47
• The creation of a database - 5:30
• The importance of principles - 6:41
• Kim using the same seven principles - 7:18
• What's available in the database - 8:04
• What do you need from your prospects - 9:05
• PEM Dynamix - 10:10
• Starting locally first - 12:06
• Developing your marketing system - 13:45
• Take action! - 17:29

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In this episode and the next, Tammi and Kim will dive into pretty exciting news for PEM members. They talk about incredible topics such as marketing, principles, and processes. Today, they will dive into the importance of starting with principles instead of products.

http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode

Links and Resources from this Episode

• https://pathwayprocess.com
• https://thesummit4advisors.com

• Starting with principles - 0:36
• How to build your financial practice with integrity - 1:12
• Summits of June and October - 2:26
• The idea of principles first - 2:58
• Humanize the exceptional - 5:03
• Talking about products - 7:22
• Our process needs to be all about the client - 9:10
• Why we feel that a process is a bad thing - 10:37
• Backstage steps vs front stage steps - 13:30
• Tammi's stages in her process - 14:55
• Clients want to feel the connection with you - 15:31
• Principles, processes, and products - 15:54

Review, Subscribe and Share

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