Tammi talks with Trent Fortner about the great challenges for advisors through the quarantine time and how to overcome it! 

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]  
• Trent’s phone: 615-347-1110

 

Show Notes

• Helping advisors during quarantine - 1:30
• The quarantine challenge - 2:09
• How to do business from home - 2:37
• Trent’s experience working from home 3:14
• Trent’s coaching program - 5:12
• Challenges during quarantine - 6:30
• The Zoom meeting during quarantine - 9:29
• Bringing certainty into your life - 12:35
• How can you take this quarantine and make it valuable? - 15:14
• Moving forward during quarantine - 17:44
• Achieving success in this industry - 19:02
• Rewarded by creating value for others - 21:56

 

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Trent is the founder and head coach of The Game Time Coaching Program and The Courageous Advisors Mastermind Program. He has created one of the most successful advisor coaching programs in the industry by utilizing his 30 years of experience in this industry as a producer and trainer. In today's podcast, Trent talks about his new focus on helping advisors move from a consumer's mindset to a producer's mindset. Be sure to listen to this episode as Trent gives us his insight and advice.

 

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

• Trent’s email: [email protected]
• https://www.linkedin.com/in/trentfortner 

 

Show Notes

• Helping advisors and clients to think with a producer mindset - 1:02
• Creating value for advisors and clients - 2:04
• How his business is growing - 2:18
• Moving into a producer's mindset - 2:46
• Thinking with a bigger vision - 4:00
• How to sell products - 4:58
• Taking risks in life - 7:24
• The producer's mindset - 8:00
• His job as an advisor - 9:09
• Shifting from a consumer's mindset to a producer's mindset - 10:34
• Challenges that people face when they want to shift into a producer's mindset - 12:53
• Starting a new program for clients and advisors - 14:40

 

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Kim and Tammi give a recap of their family retreat: this was their first family retreat that came off with great success, it was so unique! Kim even talks about it in her book, and in today's episode, they will dive into some of the challenges and victories that occurred during the family retreat. Stay tuned!

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

• The client version of Kim's book Perpetual Wealth: http://www.partners4prosperity.com/perpetual-wealth-book 
• The advisor version of Kim's book Perpetual Wealth: http://www.partners4prosperity.com/pwbook 

 

Show Notes

• Why the movement exists - 1:23
• Their awesome family retreat - 4:20
• The results of the retreat - 4:34
• Tammi's takeaways from the retreat - 5:20
• Family retreat challenges - 6:02
• Activities that they did together - 10:29
• Thinking on what's most significant in life - 12:03
• Creating a Perpetual Wealth Book course - 15:51
• A few concepts that are inside Kim's book - 17:22

 

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Tammi and Kim talk about how to discern between an ideal client and a not-so-ideal client. Kim shares about how she handled conversations with a couple that weren't her ideal clients. Be sure to stay tuned to learn the importance of working with ideal clients and how to search for only ideal clients for your 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

• The Whole Truth videos: https://wholetruth.truthconcepts.com/ 
• Summit 4 Advisors: https://thesummit4advisors.com/   

 

Show Notes

• A case study of ideal clients - 1:01
• The clients were interested in life insurance - 1:31
• Counseling clients about truth concepts calculators and much more - 2:30
• Meeting number three with those clients: What would you do if there's no connection with the client? - 3:10
• What is it that you want your money to do? - 4:17
• The difference between savings and investing - 5:17
• What's a non-ideal client? - 8:08
• What happens when your client makes you feel that you're not going in the right direction - 8:33
• Experience with clients that are not ideal - 12:31
• Kim recommends advisors to focus on what your client wants - 14:56

 

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This is the first of three episodes about moving from a face to face environment with your client, to a virtual environment. Kim and Tammi discuss this topic in this difficult time going on right now. Be sure to stay tuned to all three episodes, and learn how to move forward into a virtual environment with your client!

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://zoom.us/
• Kim's video on virtual meetings: https://partners4prosperity.com/long-distance-solution/

 

Show Notes

• Moving into a virtual environment - 0:32
• Coronavirus taking over the world - 1:16
• An opportunity to switch into a virtual environment - 1:29
• The transition from face to face to virtual - 2:53
• Things that are not under our control - 3:19
• Developing other skills - 4:52
• Tammi's experience shifting from face to face to virtual environment - 5:34
• Everybody virtually - 6:34
• The work environment - 9:04
• Kim's experience working virtually - 10:26
• Using Zoom as a tool - 15:57
• Talking with friends and family using Zoom - 16:33
• Kim's long-distance solution video - 18:02
• You don’t need to spend a lot of money to get started - 18:35

 

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The second of three episodes about moving from a face to face environment with your client, to a virtual environment. Kim and Tammi discuss some virtual tools that we can use in this difficult time. Stay tuned and enjoy it!

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

Virtual tools:

• Phones: http://www.mydynamixpro.com/ 
• Google voice: https://www.ruby.com/lp-reception-services-native-form/?utm_source=paid%20search&utm_campaign=adwords&utm_medium=brand&utm_term=ruby%20receptionist&utm_content=sign%20up&gclid=Cj0KCQjw6sHzBRCbARIsAF8FMpWNlWnEFm0DeUlsZ8AWCJn0lOuM4jFRAcjazKyCl8qQujhuRGv9AwgaAiOhEALw_wcB 
• Amazon's dogs: https://blog.aboutamazon.com/working-at-amazon/how-much-does-amazon-love-dogs-just-ask-one-of-the-6-000-pups-that-work-here 

 

Show Notes

• Moving into a virtual environment - 0:13
• What happens when you are in a virtual space - 3:00
• Starting a conversation with a smile - 4:04
• Being ready to start a conversation with your client - 5:20
• Establishing a level of trust - 6:58
• Setting up new tools for your business - 8:53
• Google voice tool - 9:52
• Different phone tools and the Truth Concepts calculators - 11:04
• Attracting your ideal client - 12:17
• Why Tammi and Kim love the use of phones - 13:30
• How to do business virtually - 14:43
• Amazon's dogs - 16:30
• Creating a personal environment - 16:50
• Helping clients work online - 17:40

 

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This is the third of three episodes about moving from a face to face environment with your client, to a virtual environment. Kim and Tammi talk about Truth Concept’s software and resources to learn more about it. Also, they encourage us to move into a virtual environment and explain the benefits of doing so.

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://zoom.us/

Truth Concepts resources:

• http://www.truthconcepts.com/truth-training 
• http://www.truthconcepts.com/blog 
• http://www.wholetruthvideos.com/ 

 

Show Notes

• Virtual meetings - 0:23
• How to use the Truth Training calculators in your virtual meetings - 0:39
• Sharing your screen with zoom - 1:35
• Privacy is dead - 2:54
• Sharing education with someone - 3:10
• Just ask us if there's something virtual that you do not understand - 4:30
• Using Truth Concepts software - 5:05
• Sharing your screen - 6:07
• The ability to know how to use the calculators - 8:36
• Using the Whole Truth videos - 9:01
• How do you like to learn? - 9:46
• Creating a productive virtual environment - 12:19
• The attendance to Truth Training - 14:13
• Truth Training is 100% accurate - 15:05
• Helping clients in more ways and more parts of the country - 16:00
• It is all about the TRUTH - 16:32

 

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Tammi interviews Todd Langford today! They talk about the previous Truth Training that Todd and Kim recently attended. There will be another training in April, so be sure to mark your calendars because Truth Training™ has been called the “Masters in Finance.” You will leave the event with the ability to demonstrate complex financial concepts in a way that clients can understand and take action.

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://truthconcepts.com/truth-training/

Show Notes

• Talking about life insurance - 2:13
• The power of life insurance - 2:50
• What happens after death occurs? - 4:54
• Impacting lives - 6:06
• What you'll do at a Truth Training - 6:45
• The education process of a Truth Training - 7:06
• Focusing on the client - 9:54
• An example from the last Truth Training - 11:55
• Being influential and helping clients make decisions - 13:14
• The Truth Training: standing by the truth - 15:25
• When will be the next Truth Training? - 18:01
• Love what you are doing - 19:51

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On today's Advisor Advantage podcast, Kim Butler shares insights about her new book: Perpetual Wealth. She discusses the ten reasons to buy life insurance for our kids and family legacies. This episode is full of value for you and your clients, so stay tuned, and 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

• https://partners4prosperity.com/perpetual-wealth-book/

Show Notes

• Ten reasons to buy life insurance for our kids - 1:50
• Explaining why to buy life insurance - 3:04
• Teaching valuable financial skills - 9:59
• Having estate plan benefits - 4:31
• Rate of return on a life insurance policy - 7:35
• The importance of having financial literacy - 9:18
• Explaining the concept of maximizing - 13:14
• Being cognizant of the difference between maximizing and optimizing - 13:59

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Kim Butler and Todd Langford share their experience at the Abundance360 event. They also dive into what tools can be very useful for advisors. Stay tuned!

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://partners4prosperity.com/perpetual-wealth-book/
• https://www.abundance360.com/summit

Show Notes

• Attending the Abundance360 Summit -  1:26
• Todd’s thoughts about the event - 2:20
• What Kim learned at Abundance360 - 5:48
• The importance of truth and technology - 5:54
• What's a Big Hairy Audacious Goal? - 8:45
• Talking about the importance of technology in our lives - 9:14
• Having access to a quantum computer - 10:48
• Peter Diamandis's Amazing philosophy - 11:20
• Being confident about the future - 13:20
• Tools that help advisors - 14:44
• An automated scheduler - 17:13
• All of us can learn from mentors - 18:00

Review, Subscribe and Share

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