The Advisor Advantage

Kim Butler shares valuable information in her book, Perpetual Wealth. Today, Kim and Tammi dive deep into the key points of the book: all about family legacies and the 12 things you should know about life insurance, so stay tuned!

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

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

• Life insurance is a powerful tool - 1:30
• All you need to know about life insurance - 1:40
• You are never too old for life insurance - 2:28
• Kim's experience with life insurance policies - 4:12
• Life insurance for your kids - 7:32
• Purchasing insurance for children - 9:13
• Rate of Return using life insurance - 10:19

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Kim and Tammi can help you with identifying your marketing message and your ideal client. They share a story about what the Blueprint process refers to as the "Bullhorn message." They are going to give you an exercise, a thinking exercise that will help you identify not only your Bullhorn message but also your Bullhorn audience or your ideal clients, the people who really want to hear what it is you have to say. Listen and enjoy!

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

• People who really want to hear what you have to say - 0:47
• What's the Bullhorn message? - 1:15
• An opportunity to attract ideal clients - 1:45
• Wanting to generate trust - 3:06
• What are the ideal clients? - 4:33
• Having a powerful Bullhorn message - 8:01
• Kim's experience with a genius message - 9:53
• What happens when you are inspired by your subject - 13:05
• The way you can give value to people - 14:11
• The Bullhorn message is your battery - 14:36
• Not wanting to lose potential clients - 16:01
• All you have to do is speak about your Bullhorn message - 17:05
• What happens when you are with your ideal client? - 19:29
• Are they ideal for me? - 21:19
• Ten characteristics that your ideal client needs to have - 2:27

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Kim explains the seven ways to build a family bank and acknowledges that every client has a different situation and priorities, so these seven ways are not equal for everybody. It's important as you are working with clients about funding their family bank, to look at their particular situation and pick the ways that fit their circumstances and priorities. Listen to Kim's infinite knowledge and enjoy this episode!

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

• https://partners4prosperity.com/perpetual-wealth-book/
• Client version of Kim's new book: http://www.partners4prosperity.com/perpetual-wealth-book
• Advisor version of Kim's new book: http://www.partners4prosperity.com/pwbook

• Seven ways to build a family bank - 0:25
• The goal: helping people in more ways - 1:14
• How to use family financing? - 2:29
• Using whole life insurance as a place to store cash - 3:31
• Building a family bank with life insurance - 4:24
• In Todd's Truth Training you can learn how to build a family bank - 5:32
• The importance of the Emergency Fund - 7:07
• Steps to follow for family banking - 8:17
• We are our client's agent - 9:50
• The benefits and value of savings - 11:58
• Shifting our viewpoint to different opportunities - 15:45
• Good habits - 18:56

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Kim and Tammi continue their conversation about the key points in her new book, Perpetual Wealth. Today, they talk about the steps to building a family bank. Kim describes how as an advisor, you can share these concepts and help your clients build a family bank. Enjoy!

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

• https://partners4prosperity.com/perpetual-wealth-book/
• Client version of Kim's new book: http://www.partners4prosperity.com/perpetual-wealth-book
• Advisor version of Kim's new book: http://www.partners4prosperity.com/pwbook

• Key points of Perpetual Wealth - 0:59
• Seven ways to fund your family bank - 1:20
• One client's biggest concerns - 2:12
• Redirecting your savings - 2:37
• Moving money from investments and savings - 5:56
• Focusing on paying down debt? - 7:07
• Good idea to pay down mortgages? - 8:44

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Tammi talks with Kim Butler, who shares a tale of two events: one that happened in 2019, and one that's going to happen in 2020, all about the concept of being a leader. It's a great analogy to what we can do as leaders for ourselves, our business, and our clients. Enjoy this episode!

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

• https://thesummit4advisors.com/

• Tammi's talk with Patrick Donohoe - 2:38
• A tale of two events - 3:21
• Event number 1: the virtual summit November 2019 - 3:58
• Event number 2: Summit 2020 - 4:00
• What happened in the first event - 5:02
• What you do when things don't work out as you planned - 6:49
• Putting good into the world - 10:15
• The upcoming event in 2020 - 11:33
• What she would like to go through in 2020 - 14:13
• Working on humility - 15:57
• The Prosperity Economics Movement is working on tools for clients - 17:03
• We are leaders of ourselves - 18:13
• You have to be confident enough to answer client's questions - 20:25
• What gives you the Truth Training - 21:04

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Today's conversation between Tammi Brannan and Patrick Donohoe will make you want to be at a Truth Training. This training for Advisors offers an understanding of different aspects of financial strategies, how to be a leader in your business, and how to better help your clients! But probably the most important training it offers are strategies to communicate with others efficiently. Be sure to register for this training, you'll see the results!

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

• Truth Training registration for 1/29-31: https://truthconcepts.com/truth-training/
• "What is cash value:" https://www.dropbox.com/s/4zqgqccao9yisg3/POLICY%20LOAN%20HISTORY.pdf?dl=0
• Penn Mutual podcast on IUL: https://www.buzzsprout.com/407080/1488073-the-risks-of-leveraged-iuls-with-bobby-samuelson

• Every single person is unique - 1:10
• Talking to advisors every day - 3:02
• A needful thing for advisors right now - 3:25
• Trying to find pieces of truth - 6:31
• Offering the Truth Training for advisors - 9:20
• Understanding different aspects of financial strategies - 12:11
• Learning about systems and teamwork - 15:42
• Everyone is different - 25:20
• One of the things that make a leader a true leader - 27:40
• Being able to communicate yourself - 28:55
• Searching for the truth - 34:03

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Patrick and Tammi talk about the psychology of human behavior, how to make changes in your life to get the results that you want, and how to grow your business. Stay tuned for the best episode Patrick and Tammi have ever done!

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

• https://www.linkedin.com/in/paradigmlife

• What happened to Patrick in 2008 and 2009 - 1:13
• Understanding human behavior and the dynamics of leadership - 2:28
• Knowing about psychology allows you to do better things - 3:22
• Some articles to understand about health trends - 5:05
• What to do to make a change in your life - 6:27
• Behavior, decisions and the market - 7:27
• The success of financial advisors - 8:33
• We are living in immediate time, we want immediate results - 12:47
• The snowball effect - 13:40
• What gives a strategic advantage in the financial world - 13:56
• Becoming a life coach - 15:52
• The impostor syndrome - 17:16
• What can create perpetual frustration? - 21:00
• What are advisors doing in the marketing space? - 22:31
• What will attract people? - 24:17
• Everybody should do a webinar - 25:59
• What you can do to grow yourself and your business - 29:25
• Action steps that you can incorporate in your life - 31:07
• What's the true failure? - 33:05

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Kim and Tammi are discussing a series of keypoints in Kim's book Perpetual Wealth. Kim dives into the seven steps to save and why it is so powerful to use them. Stay tuned, and enjoy!

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

• https://partners4prosperity.com/perpetual-wealth-book/
• Client version of Kim's new book: http://www.partners4prosperity.com/perpetual-wealth-book
• Advisor version of Kim's new book: http://www.partners4prosperity.com/pwbook

• Sharing key points about family legacy - 1:20
• What happens when we think about savings - 2:35
• Saving in a separate account - 3:55
• The place to store money - 4:38
• Take 10% of your income every month and save it! - 5:16
• Being determinate to build wealth - 5:42
• Is it good to use a 401 (k) plan? - 6:32
• The two versions of the Perpetual Wealth book - 10:00

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Kim's book: Perpetual Wealth, is jam-packed with information! Kim and Tammi dive into the different stages of finances that an individual goes through and understanding the prosperity ladder. Stay tuned and enjoy this episode!

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

• https://partners4prosperity.com/perpetual-wealth-book/
• Client version of Kim's new book: http://www.partners4prosperity.com/perpetual-wealth-book
• Advisor version of Kim's new book: http://www.partners4prosperity.com/pwbook
• Kim's recommendation if you want to know more about the notion of oldness: https://www.publicaffairsbooks.com/titles/joseph-f-coughlin/the-longevity-economy/9781610396653/

• Perpetual Wealth's key points - 1:18
• Understanding the prosperity ladder - 3:09
• The stages of financing - 4:30
• Actions that you can take between stages - 5:12
• Cash flow problems - 6:53
• Difference between subsistence and comfort - 7:18
• The act of saving - 8:00
• The idea of perpetual wealth - 9:12
• The notion of oldness - 12:56
• Why the prosperity ladders help - 13:52
• The seven phases of prosperity - 15:55

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Kim and Tammi are discussing key points about Kim's book: Perpetual Wealth. This book is all about family financing and how to build a legacy (includes both a client and advisor version.) Listen as they explain the 4 cornerstones of family financing. Enjoy!

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

• https://partners4prosperity.com/perpetual-wealth-book/
• Client version of Kim's new book: http://www.partners4prosperity.com/perpetual-wealth-book
• Advisor version of Kim's new book: http://www.partners4prosperity.com/pwbook

• How to use family financing - 1:17
• Recording the audio version of the book - 1:58
• Family financing to build prosperity - 2:37
• Where you can find the two versions of the book - 3:30
• Good information about whole life insurance - 5:43
• The four cornerstones of family financing - 7:50
• How the four cornerstones relate with family legacy - 8:20
• Educate your children about money and finances - 9:11
• Part of perpetual wealth - 10:03
• The leadership role - 11:56
• Investing in human capital - 13:42
• The Perpetual Wealth Four Cornerstones - 15:54

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

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