The Advisor Advantage

Kim and Tammy talk about the most recent book that they read: The Last Safe Investment. They discuss how this book was full of invaluable information and can help guide you toward the right investments. 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://www.amazon.com/Last-Safe-Investment-Spending-Increase/dp/1591846110
• https://partners4prosperity.com/perpetual-wealth-book/

Show Notes

• An amazing title for a book - 1:35
• Talking about the authors - 2:02
• Whole Life As An Investment? - 2:39
• One of the biggest benefits: know more about investments and investing - 3:10
• The book's approach to happiness - 3:55
• Opportunity cost and what it does for you as an advisor - 5:56
• You have to do what is important to you! - 7:26
• Why Kim loves this book - 7:52
• Helping clients - 8:57
• Investing in human life value - 9:18
• The importance of death benefit as it relates to whole life - 9:49
• Kim recommends to read her book: The Perpetual Wealth - 10:00

Review, Subscribe and Share

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

Make sure you're subscribed to the podcast so you get the latest episodes.

• iTunes
• Spotify
• Stitcher
• RSS

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!

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

• https://truthconcepts.com/about/

• 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

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

Make sure you're subscribed to the podcast so you get the latest episodes.

• iTunes
• Spotify
• Stitcher
• RSS

An advisor to advisors and coaches, on today's podcast we are joined by Trent Fortner, an expert known for the incredibly powerful conversations he holds with prospective clients. Stay tuned as he explains the amazing job he does by sharing his insight for advisors that are struggling, so sit back and enjoy cause this is one for the books.

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.facebook.com/Coachtrentfortner/
• https://www.linkedin.com/in/trentfortner
• [email protected]

Show Notes

• The first of many Trent Fortner's editions - 1:04
• Trent's carrier in the industry - 1:29
• Helping people know where they want to go - 2:29
• Helping advisors talk with prospective clients - 3:27
• The Summit for Advisors - 5:50
• The wish list and the action list - 6:48
• The client's wish list - 8:02
• Spending days helping advisors - 9:00
• Trent's role in life - 10:08
• Always winning and learning - 12:24
• Working with people and helping them - 13:30
• Why advisors need coaching - 14:19
• The number does not determine the success - 14:56
• A conversation with the ideal person for you - 16:09
• Advisors need to teach their clients - 17:51
• Trent's coaching program - 18:33
• Trent talking at the Summit for Advisors - 20:14
• Fiction or facts - 22:21
• The prospective client - 23:20
• Get in touch with Trent Fortner - 24:46
• Where you are and where you want to be - 26:28

Review, Subscribe and Share

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

Make sure you're subscribed to the podcast so you get the latest episodes.

• iTunes
• Spotify
• Stitcher
• RSS

Kim and Tammi talk about key ways to prepare for your day, for a natural disaster, and for the end of your life. They also explain why this podcast is something that you can easily repurpose and share with your clients, your listener base, your audience and your fan club and how by doing so you will open up some conversation about what the movement can do for them. So sit back, relax and enjoy this very special episode.

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.nationalgeographic.com/adventure/features/how-to-survive-natural-disaster-storm-hurricane-expert-tips/
• https://www.heritagecremationprovider.com/
• https://www.funeralocity.com/

Show Notes

• Encouraging clients to prepare - 1:45
• Sharing the Advisor Advantage Podcast with your clients - 2:31
• Preparing yourself and having an inspirational tool - 4:33
• A good way to give first - 5:31
• How you might be prepared for natural disasters - 6:50
• Five to Ten steps to be prepared for a natural disaster - 7:44
• Buying extra bottles of water, extra batteries, and lanterns - - 9:00
• Store food - 10:28
• A cremation service and their website - 12:52
• Preparing for the end of life - 14:32
• Preparing things creates more freedom - 14:54
• The end of life services - 15:38
• A National Geographic article about preparation - 16:14

Review, Subscribe and Share

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

Make sure you're subscribed to the podcast so you get the latest episodes.

• iTunes
• Spotify
• Stitcher
• RSS

Kim and Tammi give a recap for this year's Summit for Advisors, and they share some great takeaways as well as a new product that was announced at the Summit, all of this and more on this new episode.

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://podkick.com/
• https://prosperityeconomicsadvisors.com/pww/
• https://thesummit4advisors.com/

Show Notes

• New faces at the 2019 Summit for Advisors - 1:23
• The Mcgriffs and the awesome things they are doing - 2:00
• Mistakes of the previous five summits - 2:49
• Massively reducing the amount of information - 3:53
• The wisdom of Kim, Todd, and Patrick - 5:11
• Listen more than you talk - 6:30
• The principle of positivity - 7:27
• Gratitude to Spencer Shaw and his team - 8:25
• The Prosperity Economics Movement is about the community - 9:29
• Community implies the advisors - 9:52
• Opportunities to share perspectives - 10:39
• Attending the event to learn - 11:55
• Talking about the next event - 13:37
• Virtual summits - 13:59
• Summit for advisors website - 14:40
• Spencer Shaw's company: Podkick - 15:11
• The new product for advisors - 16:20

Review, Subscribe and Share

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

Make sure you're subscribed to the podcast so you get the latest episodes.

• iTunes
• Spotify
• Stitcher
• RSS

Join us as Kim and Tammi share the amazing story of Amanda Eller, a woman who went missing in the Maui jungle for seventeen days. Our hosts discuss a couple of different aspects of her story that can help you as an advisor, stay tuned and listen to how you can take her inspiring message to make a transition.

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.hawaiinewsnow.com/2019/05/28/woman-who-survived-days-maui-forest-share-more-details-experience/

Show Notes

• Amanda's story - 1:27
• Lessons from Amanda Eller - 2:04
• The importance of having guidance - 2:41
• Taking time to stop and listen - 3:37
• Listening to your guide - 5:20
• Being meant to get lost - 5:49
• The role of guidance - 6:40
• Opening the door to people to talk more about guidance and meditation - 7:50
• Believing in guidance for your business - 8:30
• The guidance of Amanda that you can use for yourself - 10:23
• Talking about transitions - 11:17
• The capitalization of words - 12:12
• Another message: spending money based on your values - 13:18
• Spending money based on your values - 14:30
• Values are not a universal thing - 15:20
• Creating a list of values - 16:20
• The idea of capture things while you are driving - 17:10

Review, Subscribe and Share

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

Make sure you're subscribed to the podcast so you get the latest episodes.

• iTunes
• Spotify
• Stitcher
• RSS

A rather contrary way of thinking, on this episode Kim suggests that instead of creating a to-do list we should create a "not-to-do" list: what not to think about, what not to listen to...etc, so stay tuned to get another taste of Kim's intellectual wisdom.

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.csmonitor.com/
• https://www.goodnewsnetwork.org/

Show Notes

• A "not-to-do list" - 0:56
• Tammi's not-to-do list - 1:51
• Choosing not to listen to the news- 2:56
• What to do with negative thinking - 3:47
• Finding out when things are important - 4:37
• Discussing Cs Monitor - 5:20
• Feeling overwhelmed by the news - 8:14
• The use of money - 9:22
• Different perspectives on spending money - 10:24
• Shopping on Amazon - 11:17
• It's what's on the insight that counts - 15:50

Review, Subscribe and Share

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

Make sure you're subscribed to the podcast so you get the latest episodes.

• iTunes
• Spotify
• Stitcher
• RSS

Kim and Tammi talk about the concept of giving. If you want to get a new client you have to think about giving to that person regardless of what they do for you. Kim and Tammi explain to us how they use The R-Factor Question, a tool created by Dan Sullivan of Strategic Coach to achieve this huge paradigm shift. In this podcast, Kim goes into details about this method, so stay tuned, and learn more!

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

Show Notes

• Kim talks about her mentor - 1:07
• A question that Dan Sullivan has created - 1:34
• Kim as a strategic coach - 2:07
• The Dan Sullivan Question book - 3:08
• The R-Factor Question: The R stands for relationships - 3:40
• Going deeper into The R-Factor Question - 4:40
• The importance of giving - 6:48
• The three key questions you have to make to your clients - 7:55
• Emotion, fear, and opportunities - 9:58
• The hardest question for people to answer - 11:10
• Talking about your strengths and how you can have the confidence to combat fear - 12:00
• Tammi talks about how she learned a lot with The R-Question - 16:09

Review, Subscribe and Share

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

Make sure you're subscribed to the podcast so you get the latest episodes.

• iTunes
• Spotify
• Stitcher
• RSS

Perseverance, courage and commitment, three elements that everyone needs to possess in order to steer their lives into the direction they want, and to that end on today's Advisor Advantage Podcast, Kim and Tammi discuss two books: "Grit" by Angela Duckworth and "The 4 C's" by Dan Sullivan, Both of which had a profound impact on their lives.

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/Grit-Passion-Perseverance-Angela-Duckworth-ebook/dp/B010MH9V3W/ref=sr_1_3?crid=3719FGFJHSB12&keywords=grit+angela+duckworth&qid=1559059478&s=digital-text&sprefix=grit+angela%2Caps%2C344&sr=1-3
• https://private.strategiccoach.com/store/products/186

Show Notes

• The 7 Principles of Prosperity Economics: Think, See, measure, flow, control, move and multiply - 1:35
• The June Summit for advisors - 2:35
• Grit, a book by Angela Duckworth - 3:01
• The importance of finding a "calling" - 3:41
• Perseverance in a time of uncertainty - 4:42
• How you can serve the world and other people - 6:30
• Living an extensive life needs Grit (perseverance) - 6:49
• A story of Kim's daughter - 7:30
• Grit is what it takes to persevere - 9:50
• Dan Sullivan's book: The 4 C's - 10:17
• Developing courage - 11:00
• What we do matters - 12:27
• When you believe in yourself, the impact you make is huge - 13:42
• The commitment as the first C of Dan Sullivan's book - 14:09
• Adopting the idea of giving first - 14:46
• Knowing who you are, attracts your ideal client to you - 16:22

Review, Subscribe and Share

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

Make sure you're subscribed to the podcast so you get the latest episodes.

• iTunes
• Spotify
• Stitcher
• RSS

This is the second episode of a two-part series on with Patrick Donohoe discusses sales relationships and how to improve them. Join us to listen to Tammi and Patrick talk about the importance of a webinar, key information about The Advisor 2020 Program and the values and principles that the movement has to offer.

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 Advisor 2020 Program: https://www.the2020advisor.com/pem
• https://www.amazon.com/Heads-Win-Tails-You-Lose-ebook/dp/B07BZV2J2B/ref=sr_1_1?keywords=patrick+donahoe&qid=1558033282&s=gateway&sr=8-1-spell
• https://www.amazon.com/gp/offer-listing/055380684X/ref=sr_1_1_olp?keywords=the+talent+code&qid=1558033313&s=gateway&sr=8-1

Show Notes

• A webinar to communicate to people - 0:20
• Challenges that people are facing - 0:53
• Solutions in a webinar - 2:30
• Zoom as an amazing tool for advisors - 3:11
• Being passionate about the movement and its principles - 4:13
• Always trying to understand the client - 4:26
• Providing values and ideas to clients - 7:09
• What true learning is - 8:07
• Studying and teaching - 8:50
• Learning through reading - 9:17

Review, Subscribe and Share

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

Make sure you're subscribed to the podcast so you get the latest episodes.

• iTunes
• Spotify
• Stitcher
• RSS