The Advisor Advantage

As an advisor, if you've been interested in raising your business, Trent is offering this program as an affordable option to learn and grow. What he's finding is an amazing success with his advisors in the programs. Listen to today's podcast to hear about some of those successes!

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

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

• How long he has been in the financial industry - 1:15
• Trent's new program - 3:10
• Success stories of the coaching program - 3:20
• The importance of participating in a coaching program - 4:56
• When the new group coaching program is going to start? - 6:22
• How can you participate in the new group coaching program - 6:49
• Forty-three advisors that are now active in Trent's programs - 7:59
• Having a life less stressful - 9:52
• Having record numbers in the industry - 10:48
• Growing significantly - 14:00
• Teaching a lot of significant things for a successful life - 14:17
• The importance of having self-confidence for success - 16:45
• What's coming up for 2020 - 18:34

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Todd Langford, one of the founders of The Prosperity Economics Movement, is interviewed by Spencer Shaw, who is the executive producer for this podcast. They discuss the whole truth of finances and dive into the Truth Concepts Software. In this thought-provoking conversation, important topics are brought up such as principles, the role of an advisor, and much more!

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

• https://truthconcepts.com/

• What is Truth Concepts? - 1:23
• There's a lot of untruths in the industry - 2:00
• Some advisors do not get good training - 3:26
• What's Truth Training? - 7:24
• What happens if you do not have any training at all - 7:49
• Understanding the time value of money - 11:02
• We always have an interest cost - 12:13
• Using financial calculators - 14:11
• It is the advisor's responsibility to know the numbers - 17:04
• Using the software to prove numbers are right - 17:38
• The hardest concept for consumers - 18:37
• Spencer's experience at Truth Training - 20:00
• One of the biggest mistakes people make - 25:39
• There's a difference between objective and method - 29:00
• The power of certainty - 29:44
• Risks that become an opportunity - 31:00
• The definition of risk - 35:00
• Principles become first! - 39:22
• An exchange of value: doing your best for your client - 43:22
• The importance of working with the truth - 44:43
• The truth requires education - 45:03
• We cannot rely on compliance - 51:33
• What's a democracy? - 54:30
• The US is designed to be a republic - 55:39
• Having principles that you won't violate - 58:33

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Kim and Tammi talk about Kim's new book: Perpetual Wealth. This book is available on the website with both a client and an advisor version. Kim will dive into the 10 obstacles of perpetual prosperity, 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

• The 10 obstacles of perpetual prosperity - 1:46
• Talking about taxes - 3:11
• The idea of government control - 3:26
• The qualified plan space - 4:24
• Retirement and loss of life value - 5:11
• What is a success tax? - 6:30
• The tax on the harvest type of account - 7:40
• Perpetual Wealth focus - 8:12
• Life insurance as tax-free income - 9:54
• A different perspective about what a successful life is - 12:02
• Using life insurance for perpetual wealth - 12:20
• Talking about the 10 obstacles - 14:06

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Patrick Donohoe goes into episode two about the Hero's Journey Today, Patrick continues to explain how you can use this concept with your clients by recognizing that you are not the hero in their story— THEY are the hero in their story. Also, he helps you understand how all of this relates to how you talk to them, how you invite them into the process with you, and how you can create value for them. Enjoy!

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

• https://www.amazon.com/Heros-Journey-Joseph-Campbell-Collected/dp/1608681890

• A Hero's Journey recap - 1:32
• Choosing a framework - 2:33
• Who's the real hero - 3:35
• The best way to communicate with clients - 4:55
• Teaching the client the way you teach yourself - 5:50
• Appreciate your client's world - 7:35
• The meaning of language - 9:28
• The identity of ourselves - 12:04
• Giving people steps - 13:57
• Helping your client and giving a piece of advice - 15:06
• We see ourselves as the hero - 15:59
• Being the guide or the hero? - 17:50

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Today's episode is one of two with Patrick Donohoe, who is sharing Joseph Campbell's idea on the Hero's Journey and how it relates not only to the PEM, but to your clients and your business. He also talks about Kim and Todd as the leaders of the Movement and how they lead from through the Hero's Journey perspective. Make sure you stay tuned for part two as well!

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

• https://www.amazon.com/Heros-Journey-Joseph-Campbell-Collected/dp/1608681890

• Life and Death - 2:00
• The Hero's Journey - 2:58
• Joseph Campbell's idea - 3:35
• The Hero's Journey basics - 4:05
• Understanding the stages - 5:37
• The moment of despair - 7:20
• Overcoming adversity - 8:27
• The archetype of the Hero - 8:56
• Advisors as heroes - 10:27
• Being open to relationships - 11:30
• Identifying yourself as a hero - 13:02
• The Prosperity Economics Movement using the Hero's Journey - 15:00
• Facing challenges and difficulties - 17:02
• Being at the ready to learn and give - 18:57

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John Moriarty comes back to part 2 of our series. Today, John shares some deep details about his business' big vision and how with his interaction with the Prosperity Economics Movement, he's been able to see it in a way that he never understood before. For John, being involved with the PEM connected him to the right people who took him to the next steps to achieving a long-held vision. You don't want to miss this one!

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

• https://www.e3wealth.com/team/john-e-moriarty-chfc
• [email protected]

• The ideal person for the Movement - 1:32
• John as a perfect member of the Prosperity Economics Movement - 2:13
• Being a part of something bigger - 3:30
• Being in the business for over 25 years - 4:17
• Always learning - 5:18
• A current big thinking goal - 5:42
• Appreciating people that made things happen - 6:52
• Having a great idea and being part of it - 9:08
• Participating in webinars - 11:55
• What provides the Prosperity Economics Movement - 12:55
• Being involved with PEM - 14:43
• What's it all about? - 15:38
• Continuing to grow! - 16:13

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Tammi talks to John Moriarty from e3 wealth. John has been a part of the Movement for the last couple of years where he and his team have been integrated into the planning of the Prosperity Economics Movement. In the first edition of this 2-part series, they describe the ideal candidate for the Prosperity Economics Movement and how to find it. Stay tuned, enjoy and don't forget to check out part 2 next week!

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

• https://www.e3wealth.com/team/john-e-moriarty-chfc
• [email protected]

• John as part of the Movement - 1:10
• John's thoughts about the Movement - 2:49
• The importance and value of Summit - 4:18
• Sharing the different principles of Prosperity - 5:11
• Being part of the Movement for the last few years - 5:35
• Coming into the industry - 6:40
• Kim and Todd with the Principles of Prosperity - 8:02
• The next step: Join the Movement - 8:31
• Being a part of the Movement - 9:30
• Attend Summit! - 10:56
• To be a big thinker - 11:59

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This is a special episode in which Todd Langford talks about the new updated Truth Concepts software that now includes Canadian tax rates. Stay tuned and listen to Todd's insights about the latest Truth Concepts training.

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

• https://truthconcepts.com/truth-training/

• The new updated Truth Concepts Software - 0:20
• Taxes and negative connotation - 3:10
• Paying taxes is like paying a penalty - 3:50
• The snowball effect - 5:02
• A penalty for not investing - 5:20
• The recent Truth Training - 6:15
• Taxes in the US - 7:49
• Advisors in Canada and Truth Training - 9:04
• Sometimes the Canadians in class start to laugh at us about our taxes - 10:08
• The same software, you can select! - 11:26
• The latest Truth Training in Houston - 11:55
• Every Truth Training is different - 13:01
• The value of taking the time to learn - 14:27
• The Truth Concepts Academy - 17:34
• Taking in the new information and developing the hunger to learn - 19:09
• When will be the next Truth Training? - 22:14

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In today's episode, Tammi talks to Sherrie Wehner, wife of financial advisor from PEM: Bruce Wehner. Sherrie is a marketing consultant who comes from two different perspectives in this episode to share her marketing background and explain to significant others of financial advisors how to get them referrals. Stay tuned and enjoy her story!

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

• http://sherwehnerconsulting.com/
• https://www.linkedin.com/in/swehner
• https://twitter.com/sherweh?lang=en

• Sherrie as a marketing expert and wife - 2:38
• Sherrie's background - 3:14
• Spouses and business - 3:50
• What the spouse does - 5:18
• Traveling with her husband - 6:12
• Three answers for "What does your husband do?" - 7:27
• Making decisions to reach your financial goal - 9:06
• The impact of a spouse - 9:56
• The referral is so important - 11:04
• How do you get referrals? - 12:29
• Some secrets in a marriage are good - 14:35
• Different financial goals - 16:07
• The passion of helping clients - 17:45
• Get in touch with Sherrie - 21:39
• Do you want to refresh your brand? - 22:35
• Being a supporter of the Movement - 24:04

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Kim and Tammi start the first of sixteen episodes about Kim's new book: Perpetual Wealth. These next episodes are going through distinctive tools within the book that you can use for your clients. Stay tuned for these sixteen episodes 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

• Perpetual Wealth and its two versions- 1:36
• The Advisor version of the book - 2:15
• Tammi's reaction when she first read Kim's book - 3:17
• The concept of generational wealth - 3:50
• An exceptional tool for your clients - 4:35
• Talking about Tammi's Blueprint Process - 5:08
• Tammi's thoughts about the book - 6:50
• The seven goals of perpetual prosperity - 8:30
• Creating long term wealth - 9:25
• One of the goals of perpetual prosperity - 10:04
• Protect against loss - 10:27
• Strategies around life insurance that protect us - 10:43
• Cultivate long term thinking - 11:53
• Generation of wealth creation - 12:42
• Being financially responsible - 13:08
• Use wealth to support people - 15:20
• Create a legacy of more than money - 16:58
• A well-developed product - 19:50

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