The Advisor Advantage

The Advisor Advantage

By Kim Butler and Tammi BrannanBusinessEntrepreneurshipInvesting
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The Advisor Advantage episodes

  • Mission and Vision Behind the Prosperity Economics Movement (part 3) - Episode 168

    This episode is the last of the three-part series explaining the About page of the Prosperity Economics Advisors website. You should pay attention to this page because in essence, it is about you! You can share the website link with your clients and prospective clients, to open their minds. Today Kim and Tammi talk about the Prosperity Economics Movement creed, 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
    • PEA About page for purpose & values https://prosperityeconomicsadvisors.com/about-us/about-pea/
    Show Notes
    • The different topics that are in the about page - 1:52
    • The Code of Honor - 2:36
    • Looking at the net-net-net result - 3:59
    • The next Truth Concepts training - 4:48
    • Truth training is so valuable - 6:02
    • The Prosperity Economics Movement creed - 6:45
    • Protect the human life value of the client - 7:51
    • Looking at whole life insurance - 9:03
    • Focusing on optimizing - 9:53
    • Taking the time to show clients all about the truth - 12:41
    • Helping clients make signs of progress - 13:20
    • We cannot help every person we meet - 15:41
    • All change starts in our clients' thinking - 16:15
    • Always help people grow - 18:00
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    20 min
  • Mission and Vision Behind the Prosperity Economics Movement (part 2) - Episode 167

    In this three-part series podcast, Kim and Tammi talk about the About page at the Prosperity Economics Advisors website. If you are a member of the Prosperity Economics Movement or considering becoming a member, Tammi and Kim highly encourage you to go check out this page. In the second of the three episodes, they talk about the purpose of the Prosperity Economics Movement and the values that all member advisers adhere to. Part one was episode 164, this is part two about purpose and values, and in part three Kim and Tammi will be talking about other elements from the About page. 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
    • PEA About page for purpose & values https://prosperityeconomicsadvisors.com/about-us/about-pea/
    Show Notes
    • Purpose and value of the About page - 1:29
    • Prosperity Economics Movement Purpose - 2:03
    • Does retirement work? - 3:18
    • Shifting your mind and having an expansive lifetime - 3:38
    • Working with clients about their purpose in life - 4:16
    • Living with a sense of purpose - 5:03
    • An example of purpose and action - 5:44
    • Helping advisors have a different mindset of work and retirement - 7:24
    • Preferring preparation over planning - 9:20
    • Protection over risk tolerance - 10:45
    • Understanding the meaning of protection - 11:24
    • Talking about creation over consumption - 12:05
    • Creation of values - 13:49
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    16 min
  • The Five Steps to Business Mastery (Part 2) with Patrick Donohoe - Episode 166

    In this episode, Tammi talks to Patrick Donohoe, who did a course with Tony Robbins. Patrick shares the last two of five steps to business mastery, the first three are in Episode 159. Patrick explains the steps that will help you to think differently when it comes to your business. 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
    • Tony Robbins' "Priming" exercise: https://www.tonyrobbins.com/ask-tony/priming/
    • Tony Robbins' "Creating Lasting Change" series: https://store.tonyrobbins.com/products/creating-lasting-change
    • The "5 hour Rule": https://www.lifehack.org/538067/the-5-hour-rule-that-turns-ordinary-people-into-successful-ones
    Show Notes
    • The principle of multiplying - 1:15
    • A recap about the steps for business mastery - 2:50
    • Stages that Patrick has learned - 4:34
    • Stages of life and business - 6:11
    • What's the idea of business mastery? - 6:55
    • New ways to create value for your customers - 9:52
    • The Denial Syndrome - 10:20
    • Taking a closer look at your business - 11:18
    • Defining where you are in your business - 11:56
    • Last stages of business mastery - 12:10
    • Providing a great client fulfillment - 13:02
    • Talking about ratios and measurements - 14:49
    • How you can improve communication and marketing - 15:37
    • Micro increments are easy to assimilate 15:58
    • Last two stages of business mastery - 17:53
    • Measurable things - 20:38
    • Working in micro goals - 22:48
    Review, Subscribe and Share

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    27 min
  • Four Tips that Allow You as an Advisor to be Flexible with Trent Fortner - Episode 165

    Today's episode is a special edition with Mr. Trent Fortner, the Advisor to Advisors within the Prosperity Economics Movement. He shares four tips that will allow you as an advisor to be flexible and will help you help your clients also. They talk about prospecting and working with clients to be flexible. With so many tips and techniques explained, 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 Show Notes
    • Technological nightmares that cause you to be flexible - 1:37
    • Required to be flexible? - 2:02
    • Using technology that provides value - 2:47
    • A bottle of water fell onto his brand-new laptop - 5:03
    • The importance of technology - 7:30
    • Learning to be flexible over the years - 8:11
    • Delivering value to someone else - 9:55
    • Be flexible, be able to listen - 11:32
    • Only looking for warning signs? - 12:19
    • You may need to be flexible about changes! - 12:47
    • A flexibility approach - 15:11
    • Take action now - 18:31
    • Trent as the Advisor to Advisors - 20:58
    • The number 1 objective for Advisors - 22:13
    Review, Subscribe and Share

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    25 min
  • Mission and Vision Behind the Prosperity Economics Movement - Episode 164

    Kim Butler and Tammi Brannan talk about the mission and the vision behind the Prosperity Economics Movement. In the last episode, they talked about "The Magic Of Thinking Big" and explain how the Prosperity Economics Movement is an example of thinking big. Having a mission and vision in your business helps you on the road to greater results, 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
    • Mission/Vision/Purpose: https://prosperityeconomicsadvisors.com/about-us/about-pea/
    Show Notes
    • The importance of constantly talking about the mission and vision of your company -1:53
    • Ideas for sharing The Prosperity Economics Movement - 3:10
    • Identifying the mission of The Prosperity Economics Movement - 3:38
    • Applying the mission daily - 4:28
    • Talking about a higher purpose - 5:12
    • Learning, Applying, Creating, and Impacting - 6:24
    • Vision as the connection between all financial advisors - 7:10
    • The 12 Principles of the Prosperity Economics - 8:07
    • Vision, Mission, and Purpose - 10:52
    • Magic of thinking big example - 12:30
    • Where is your vision? - 14:00
    • Could be a recession: do not participate! - 16:16
    Review, Subscribe and Share

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    20 min
  • The Value of Thinking Big - Episode 163

    In today's Advisor Advantage Podcast, Kim and Tammi talk about the recent book that they've read: The Magic of Thinking Big by David Schwartz. Stay tuned for this podcast in which Tammi and Kim share their insights!

    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 Magic of Thinking Big https://www.amazon.com/dp/B00NGZIR92/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1
    • Perpetual Wealth https://is-tracking-link-api-prod.appspot.com/api/v1/click/6633463429464064/6239171095560192
    Show Notes
    • The Magic of Thinking Big Book - 2:20
    • The value of Thinking Big - 2:25
    • Is thinking big scary? - 3:27
    • Think big despite the scariness of it - 3:51
    • Thinking big or a big thought came to you? - 6:06
    • The Infinite Intelligence term - 7:04
    • What happens when a big idea comes? - 8:12
    • An analogy with Steve Jobs - 9:12
    • Many people don't take the next step because they're afraid - 10:47
    • Information gathering - 11:24
    • Look at what is in front of you - 12:07
    • Kim gives her insights about the author - 13:47
    • Changing thinking about fear - 15:37
    • The next book to read: Perpetual Wealth - 15:57

    Review, Subscribe and Share

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    18 min
  • Identifying a Chokehold that Keeps You from Achieving Your Goals (Part 2) with Patrick Donohoe - Episode 162

    Patrick talks with Tammi about something that he is experiencing within himself in his own business. He has identified a chokehold that may be preventing you, as an advisor, from achieving your potential in the industry. They explain what that chokehold is, and the difference between a psychological and a mechanical win, so make sure you stay tuned!

    To learn more about the Prosperity Economics Movement

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

    Links and Resources

    • https://truthconcepts.com/about/

    Show Notes

    • The importance of getting to know your client - 0:29
    • The psychological game of business - 1:52
    • Understanding the client's needs - 2:48
    • Helping clients get what they want - 5:15
    • How you understand what a client wants - 6:24
    • We tend to think that everyone is like us - 7:58
    • Learning from other people - 8:33
    • Breaking the ice and reducing barriers - 10:50
    • Being vulnerable - 11:37
    • How do you look at yourself? - 12:50
    • Wanting the same things but with a different order - 14:07

    Review, Subscribe and Share

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

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    17 min
  • Identifying a Chokehold that Keeps You from Achieving Your Goals (Part 1) with Patrick Donohoe - Episode 161

    Patrick Donohoe talks about something that he is experiencing within himself in his own business. Patrick has identified a chokehold that may be preventing you, as an advisor, from achieving your potential in the industry. They explain what that chokehold is, and the difference between a psychological and a mechanical win, so make sure you stay tuned and enjoy!

    To learn more about the Prosperity Economics Movement

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

    Show Notes
    • The idea of never-ending improvement - 1:22
    • Improving the quality of the business - 1:39
    • The key to growth: accepting where you are - 2:20
    • The importance of having a system and structure behind a product - 2:57
    • Focusing on the product - 3:43
    • Understanding your own psychology - 4:42
    • A Louis Vuitton example - 5:40
    • Knowing clients' preferences and what they need - 7:07
    • How to be better communicators - 9:07
    • Getting clear on what your story is - 9:53
    • Telling yourself: Why I am not there? - 10:32
    • Steps to grow your business and understand yourself - 11:21
    • How do emotions affect you? - 13:10
    • Not caring about judgment and other people's thoughts - 14:14
    • A motivating factor - 15:20

    Review, Subscribe and Share

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    17 min
  • The Best Way To Give Forward To Your Industry - Episode 160

    Kim Butler and Tammi Brannan talk about how to give forward to your business, while also helping your industry and the movement. They discuss the case of a particular advisor with almost 30 years of experience, who has reached out to both Kim and Tammi wanting to give forward. Stay tuned to learn about membership transfer and why it's considered to be the best method of giving forward.

    To learn more about the Prosperity Economics Movement

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

    Show Notes

    • Advisors with trajectory - 1:18
    • The transfer of membership - 1:53
    • Giving or giving forward? - 2:47
    • The idea of being principle-based - 4:26
    • The Prosperity Economics Movement as principle-based - 4:50
    • Principles then processes - 5:38
    • Talking about transferring and transforming - 5:58
    • The membership transfer - 6:20
    • You should be attending the Truth Training - 7:00
    • The price of transforming - 7:39
    • Transforming a company - 8:00
    • Wanting to give forward to the industry - 8:32
    • A movement of integrity - 10:05

    Review, Subscribe and Share

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    12 min
  • The Five Steps to Business Mastery (Part 1) with Patrick Donohoe - Episode 159

    On this episode of the Advisor Advantage Podcast, Tammi talks to Patrick Donohoe, who recently came from a course with Tony Robbins. Patrick shares with us three of five steps to business mastery. Patrick will dig into the first three, and next week Kim will explain the other two. These five steps will help you to think differently when it comes to your business. 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

    • Tony Robbins' "Priming" exercise: https://www.tonyrobbins.com/ask-tony/priming/
    • Tony Robbins' "Creating Lasting Change" series: https://store.tonyrobbins.com/products/creating-lasting-change
    • The "5 hour Rule": https://www.lifehack.org/538067/the-5-hour-rule-that-turns-ordinary-people-into-successful-ones

    Show Notes

    • The Patrick Donohoe Edition - 1:28
    • Who is Tony Robbins - 2:15
    • The five steps to business mastery - 2:59
    • Which are the five steps - 3:19
    • Identifying what you want - 6:34
    • Business is an exchange of value - 6:52
    • Thinking differently and providing value - 9:02
    • Relationships and business - 9:29
    • Why you are in the business that you are now - 9:58
    • Being clear of what you want in your business - 10:55
    • The third step: Who are you in your business - 12:14
    • Being happy and fulfilled with your business - 14:17
    • Identifying what you love to do during the day - 16:03
    • The importance of repetition - 18:50
    • The notion of retiring - 19:55
    • Acknowledge where you are and where you want to be - 21:02
    • Give yourself time to think about your thinking - 21:21
    • Make some changes and live your life of tomorrow - 23:17
    • The business mastery class - 23:59

    Review, Subscribe and Share

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

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    25 min

About The Advisor Advantage

From the publisher's feed

The Advisor Advantage podcast is connecting Prosperity Economics Advisors one to another through financial conversations that challenge the status quo. This show spreads the message of prosperity and…