The Advisor Advantage

This is the first episode of a two-part series on wich Patrick Donohoe dives into the topic of sales relationships and how to improve them. Stay tuned and take notes because Tammi and Patrick will give you actual tips and tricks on how to resolve these sales issues.

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/Obstacle-Way-Timeless-Turning-Triumph-ebook/dp/B00G3L1B8K/ref=sr_1_3?crid=TAWDC6NM8WJA&keywords=the+obstacle+is+the+way&qid=1558033110&s=gateway&sprefix=the+obsta%2Caps%2C278&sr=8-3
• https://www.amazon.com/How-Talk-Kids-Will-Listen-ebook/dp/B005GG0MXI/ref=sr_1_1?crid=3SSOP532EZ7WQ&keywords=how+to+talk+so+kids+will+listen+%26+listen+so+kids+will+talk&qid=1558033148&s=gateway&sprefix=how+to+talk+so+kids+will%2Caps%2C396&sr=8-1
• https://www.amazon.com/Parenting-Love-Logic-Teaching-Responsibility-ebook/dp/B00IV351R0/ref=sr_1_2?crid=3VFBMUNJ4UBPX&keywords=parenting+with+love+and+logic+book&qid=1558033182&s=gateway&sprefix=parenting+with+%2Caps%2C669&sr=8-2

Show Notes

• Observe, Orient, Decide and Try - 1:54
• Orient yourself - 2:01
• The Prosperity Economics Movement - 3:06
• Everyone has a different perspective - 3:47
• Discussing the book: "How to Talk so Kids Will Listen and Listen so Kids Will Talk" - 4:21
• The perspective of a child - 4:30
• Neutralizing the emotional side of things - 6:41
• The idea of perspective in children - 7:24
• The advisors in the movement - 7:55
• Discussing the book: "The Obstacle Is the Way: The Timeless Art of Turning Trials Into Triumph" - 10:27
• The obstacle is the path - 10:35
• Studying feedback before offering a solution - 11:06
• Keys for all sales issues, we have to check ourselves - 12:08
• Often the solution is the opposite of what you think it is - 13:18
• Understanding the emotional level of human beings - 16:00
• Book recommendation: "Parenting With Love and Logic: Teaching Children Responsibility" - 17:21
• Neutralize your emotions and listen to understand! - 17:50

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The amazing financial and income-related benefits of stepping outside of your comfort zone will be the topic of today's episode, as ours hosts Kim and Spencer explain why doing so may bring you incredible results, so stay tuned to find out how to step out of yours and start seeing the results.

To learn more about the Prosperity Economics Movement

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

Links:

• https://www.csmonitor.com/

Show Notes

• Unfavorable circumstances - 1:49
• The Christian Science Monitor weekly - 2:29
• Discussing an article about the California fire - 3:57
• A hot work day - 5:03
• Why are we not pushed to grow? - 7:13
• Taking on challenges - 7:44
• Kim shares another life story - 8:00
• Find a way to challenge yourself mentally and physically - 9:16
• You always have to challenge yourself - 10:06
• Taking one little step a day - 10:33
• Getting out your comfort zone - 11:22
• Setting a goal for yourself - 12:15
• Do what works for you - 13:58
• Kim tells us that "comfort" does not have to be a goal - 14:57
• Tammi shares some stories about the comfort zone - 17:41

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Learn how to communicate efficiently with your clients on this new episode as our hosts Kim and Tammi discuss the different words and phrases that financial advisors tend to use and how you can learn you communicate better by taking into account the different levels of knowledge.

To learn more about the Prosperity Economics Movement

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

Show Notes

• Phrases that might confuse clients - 1:09
• Advisors do confuse clients - 1:20
• Tammi shares how she used phrases that confused her clients - 1:51
• The impact of certain words - 2:42
• Words that kim stopped using - 2:56
• Using our cash value or borrowing our cash value? - 4:32
• Not using the word borrowing - 5:10
• The best place to store liquid cash - 5:56
• Life insurance as an alternative to cash - 6:36
• Stop comparing life insurance to investments - 7:25
• Investments that fit the principles of prosperity - 8:17
• How to use the words product and strategy - 9:13
• A strategy and a product - 9:42
• How to send the right message to our clients - 11:15
• Life insurance and whole life insurance - 11:55
• The level of knowledge - 13:08
• Using the word or the noun bank - 14:17
• How to use the word bank - 16:27
• Nelson Nash's philosophy - 17:20

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Today, Kim talks about human life value, how it is often misrepresented and miss calculated in the industry. This very important concept can be confusing for clients and even advisors resulting in people getting less value than what they should get. Stay tuned to get all the details!

To learn more about the Prosperity Economics Movement

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

Show Notes

• The human life value of a person based on their worth - 2:20
• The spiritual and the financial value - 3:10
• Kim explains how to calculate the financial human life value - 5:15
• Another measurement to think about - 6:45
• A story to help us understand: HLV is equal to 1 times gross worth - 7:30
• Human life value is a lot more than just income -9:30
• Clients usually haven't heard of HLV - 11:40
• Advisors have the duty to educate clients on this subject - 12:12
• Why does the industry believe that HLV is related to net worth? 13:10
• Humans should insure ourselves for what we are worth not what our family needs - 15:50

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On today's Advisor Advantage podcast, we get the second episode of a two-part series where Tammi and Kim give their personal review of Seth Godin's new book: "This is marketing". Tune in to listen to our hosts talk about how to use Seth's book to help the movement grow by bringing in.

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/This-Marketing-Cant-Until-Learn/dp/0525540830
• [email protected]

Show Notes

• Seth's book's subtitle - 1:14
• Attracting people to the movement - 2:11
• Gaining additional members to the Movement - 2:30
• Seth's vision of what it takes to get started - 3:04
• What to offer and to whom - 4:19
• Treating people differently - 4:28
• Having shared interests and goals - 5:37
• Help finding our Blueprint - 7:16
• The reinvesting process - 8:11
• The marketing promise - 9:14
• Promoting your work with your prospective clients - 10:10
• The Insurance community - 11:20
• Differences between whole life and universal life insurance - 11:45
• Using Universal Life Insurance - 12:26
• Calculating human life value - 13:27
• The value and the importance of the death benefit - 14:31
• Tammi shares a story about a client - 14:51
• Being a natural fan of the movement - 16:06

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On today's episode, we get the first of a two-part series on which Tammi and Kim give their personal review of Seth Godin's new book: "This Is Marketing". Tune in to listen to their analysis on how you can apply Seth's book on your marketing efforts and attracting your ideal clients.

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/This-Marketing-Cant-Until-Learn/dp/0525540830

Show Notes

• Applying the book's teachings - 1:34
• You can not see until you learn to see - 2:14
• Helping clients with what they need - 2:38
• Having empathy for the person you seek to serve - 4:11
• Stealing or offering value? - 5:15
• Finding the part of the population that they serve well - 5:47
• How advisors should think - 6:30
• Finding the right people to sell your services - 7:37
• The pool and the ocean - 9:14
• The goal of marketing in the past - 9:23
• Explaining the book's name - 9:42
• The book's conclusion - 10:32
• Figuring out your mission - 12:00
• A different way of doing marketing - 12:44
• Believe vs. want: The product is for people who believe - 16:04
• Find your mission first - 16:34
• Attracting people on the same mission that you are passionate about - 17:32

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This time, Tammi is once again joined by Todd Langford. He shares a couple of sources to help us think a little bit differently about whole life insurance and how to use it when facing some risks that are present in the financial industry.

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/Perpetual-Wealth-System-Systematic-Guaranteed-ebook/dp/B00CL0X9P0
• https://es-la.facebook.com/Coachtrentfortner/

Show Notes

• Subjects discussed on the last podcast - 2:11
• Understanding more about whole life insurance - 2:42
• Trying to think outside the box - 2:46
• The uncertainty principle - 3:21
• Needing uncertainty in our business - 3:43
• Taking some risks - 4:05
• Everything has a risk element - 4:47
• The risk of investing in Real Estate - 5:57
• Certainty assets and risks - 6:06
• Making a fear-based decision - 7:00
• The Perpetual Wealth System - 10:54
• Todd's newest app - 11:58
• Understanding the concept of certainty through uncertainty - 13:16
• Principles as an important piece - 15:13
• Todd's experience at Houston's Truth Training - 18:20
• Looking at assets and risks - 18:38
• Being a thought leader - 21:00
• The numbers have to be right - 21:22

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On this new episode, Kim Butler shares with us some takeaways from Peter Diamandis' Abundance 360 conference. There are definitely some new things that might be helpful to you, especially in terms of delivering content and sharing your intellectual wisdom with prospective clients. 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://www.diamandis.com/
• https://www.a360.digital/
• https://www.diamandis.com/abundance-360
• https://www.udacity.com/

Show Notes

• Events that Todd and Tim go to every year - 1:22
• Looking for a 3D printer? - 3:36
• What is Peter Diamandis' Abundance 360? - 5:00
• Attending Peter's conference virtually - 5:10
• Offering virtual events - 6:04
• Lessons from the conference - 6:45
• The capability of virtual training - 7:37
• Playing E-sports - 9:04
• Understanding artificial intelligence - 11:17
• An artificial intelligence based transcription service that you can have in your cellphone - 11:55
• Turning articles into videos - 13:25
• Converting a PDF into a digital book - 14:32
• Dan Sullivan's message - 15:52
• What is blockchain? - 19:39

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Can the words that we speak actually alter our reality? In today's podcast, Kim Butler shares with us some words that Dave Asprey thinks can have a kind of impact, changing the way you think, and consequently the way you act. So, if you believe in the power of language, you have to listen to this podcast to understand how language can alter our mindset and direction.

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://blog.bulletproof.com/the-four-words-that-make-you-weak-upgrade-your-language/

Show Notes

• A Bulletproof coffee stand - 1:52
• Knowing a little bit more about Bulletproof Coffee - 2:42
• A Healthy Coffee - 3:41
• Davie Asprey's Blog and newsletter - 4.47
• Kim explains Davie's specifics word choice in his blog - 5:28
• Talking about words that make you weak - 5:50
• Using the words "need, can't, bad, and try" in the financial industry - 6:15
• Attending the Summit for Advisors - 7:24
• How some words affect your mindset - 8:10
• How words have a subliminal impact on our atmosphere - 8:40
• Words that we do not want in our vocabulary - 10:26
• How "can't" is an extremely destructive word - 10:50
• A story around the word "bad"- 12:22
• Being careful with the words that we use - 14:20
• The word "try" as an excuse for failure - 15:05
• Discussing a positive word that Kim and Todd use - 16:14
• Kim explains how she uses the word "both" - 16:59

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Today we get another taste of Todd Langford's intellectual wisdom! this time, he details his convictions around the financial industry, how in order to follow fiduciary responsibility advisors should be paid "Fee-Only" and also explains what advisors can do with their clients when they come to them concerned about commissions.

To learn more about the Prosperity Economics Movement

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

Show Notes

• Creating another rule - 2:23
• We have become a rule-driven society - 2:30
• Changes in people's morality - 3:18
• What is right and what is wrong? - 4:15
• Todd's story - 5:10
• A rule against morality - 6:54
• Fiduciary responsibility in the financial world - 8:01
• Who decides what is best for the client? - 8:50
• The fiduciary rule means fee-only - 9:20
• What happens on the fee-only side? - 9:50
• Educating your clients on what is best for them - 10:10
• The moral component - 10:45
• It all comes down to morality - 10:54
• Why fee-only is dangerous - 11:18
• Moral laws are not the answer - 12:04
• The fiduciary concept: legal vs moral - 13:00
• A movement of advisors - 17:40
• Being an advisor with integrity -18:40
• Understanding the commission based model - 20:21
• Life Insurance Commissions - 21:45
• Letting our principles guide our decisions - 22:07
• The power of certainty for a client - 23:23

Review, Subscribe and Share

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