The Advisor Advantage

You can never have too much of a good thing! That's why we bring you this exclusive bonus episode on with Todd Langford and Patrick Donohoe. They share some of their intellectual wisdom regarding the Truth Concepts software, its beginnings, its training methodology and who can attend it.

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://truthconcepts.com

Show Notes

• A truth concept background - 0:49
• A different way to look at things - 2:22
• A macroeconomic approach - 2:34
• Understanding a little bit more about estate planning - 2:47
• Estate tax planners - 3:20
• Paying taxes is not a bad thing - 3:53
• Is the term insurance good or bad? - 5:02
• What is the typical financial planning? - 5:18
• Software that shows the truth of Economics - 6:17
• The way that numbers work - 7:41
• What is Truth Concepts? - 8:32
• Showing the Truth of some financial ideas - 8:39
• The idea behind Truth Concepts Software - 11:24
• Wealth is not money - 12:03
• Understanding The Truth Training - 13:45
• Gaining confidence by just attending The Truth Training - 15:45
• How advisors understand the software and its use - 17:00
• How other people experience financial matters - 19:44
• The latest training in Canada - 19:51

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A bright example of a success story. In today's episode, Tammi talks with young advisor Colton McGriff, who is 26 years old, and although he has been in the business officially for only a year he has managed to achieve amazing things. He is here to share the reasons behind his success.

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://truthconcepts.com/truth-training/
• https://thesummit4advisors.com/
• https://www.blueprintprocess.com/
• https://podkick.com/

Show Notes

• Colton's podcast - 1:56
• Being in the business for a year - 2:39
• Being attracted to Life Insurance - 3:59
• Obtaining profit in business - 4:55
• Attending his first Summit and learning new concepts - 5:46
• Going through Truth Concepts - 6:54
• Lessons from his dad - 7:40
• Working with Tammi in the Blueprint Process - 8:32
• You know that you love your work when it does not feel like work - 9:00
• The biggest lesson - 9:41
• Money as a medium - 10:55
• Finding your message - 11:40
• Money is not the most important thing in life - 12:16
• Colton's definition of financial success - 13:59
• Using Truth Concepts as tools - 15:19
• Making the first year in the business profitable - 17:27

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We are once again joined by Patrick Donahoe on this Advisor Advantage Podcast as we get a chance to listen to his intellectual wisdom. Join us to get the insight on all the awesome opportunities that you can find in the movement to help your business grow as well as all the information you need about the new Summit for advisors.

To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com

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.es/Where-Good-Ideas-Steven-Johnson/dp/1594485380

Show Notes

• The Summit for advisors - 1:57
• Summit number six - 2:06
• Why would advisors come? - 2:40
• New tools to help clients - 5:19
• The destructive power of ego - 7:55
• Attending Truth Training - 8:32
• Patrick's book recommendation: Where Good Ideas Come From - 10:35
• Phenomenal ambiance - 11:31
• Great opportunities at the Summit - 12:20
• New intellectual capital -17:08

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Tune in to listen to this incredibly influential guest, Patrick Donohoe, talk about the reasons why attending Truth Training, a three-day event led by Todd Langford with Kim Butler can be so beneficial for your practice.

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://truthconcepts.com/category/truth-training/

Show Notes

• How much do business owners give to people - 1:14
• Benefiting others - 1:33
• Discussing intellectual property - 2:36
• Giving more to others every day - 3:19
• Creating a community of new ideas - 4:26
• A platform that finds answers and new solutions - 5:32
• Understanding financial concepts - 6:35
• Going to Truth Training - 7:20
• Transforming a person's finances - 7:55
• Learning through principles and values - 10:27
• Learning doesn't come only on the stage - 11:14
• Competition and sharing intellectual capital - 13:39
• Missed opportunities by not attending Truth Training - 15:40
• Incredible time investment - 17:15
• Diving into a learning mindset - 18:53
• Coaching and being coached - 20:35
• Sharing what you've learned - 21:21
• How values factor into your decisions - 23:15

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Tammi interviews Kim Butler about the Prosperity Economics Movement and why it is so valuable, not only for advisors but also for clients. She also talks about a distinguishing characteristic that makes a perfect Prosperity Economics Movement Member. So, if you are wondering if you are a good candidate for the Prosperity Economics Movement, don't miss out on this podcast!

To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com

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://prosperityeconomicsadvisors.com/memberships/pem-honorary/

Show Notes

• Mission and vision of the movement - 1:37
• Understanding the concept of movement - 2:51
• The vision of the movement - 3:20
• Having a bigger impact - 3:25
• Movement for clients and advisors - 4:19
• The infinite game - 5:27
• Retirement is bad for people - 5:37
• The Prosperity Economics' Identity and Culture document - 6:29
• The mission of the movement - 7:40
• The day you were born - 8:58
• The truth in the movement - 9:23
• The attendees of the Truth Training - 11:44
• Invest in yourself - 13:03
• The willingness to learn - 16:35

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A whole new type of training will be the topic of discussion on today's episode of the Advisor Advantage Podcast, as Kim and Todd Langford talk about Truth Training. Stay tuned to find out how this groundbreaking approach to training works, what the ingredients for successful Truth Training are and why smaller interactive groups help achieve effectiveness in training.

To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com

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://truthconcepts.com/truth-training/
• https://thesummit4advisors.com/

Show Notes

• A truth training event in Salt Lake City - 2:05
• What's Truth Training? - 2:12
• Teachings about the industry and how life insurance works - 2:42
• How to find information about Truth Training? - 3:30
• Qualified people in Truth Training - 4:47
• Helping clients move forward - 6:09
• Increasing confidence through Truth Training - 7:03
• Personal finance lessons in three days - 7:23
• The principles work every single time - 8:58
• A team event - 10:26
• The social element in the training - 13:44
• Characteristics of a valid member - 16:06
• The funding calculator - 17:55
• The continuous process of Truth Training - 20:17
• Learning and sharing - 21:27
• What Truth Training is and what it does - 23:00
• Tutorials and videos in Todd's blog - 24:16
• Next Summit dates - 26:55

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A newcomer who has brought incredible change to the movement is our guest today on this new Advisor Advantage Podcast, so join us as we listen to Tammi talk with Tom Young, who is a professional with almost 40 years of experience in the industry and also one of their most recent members. Tom has already made amazing contributions to the movement and continues to offer his assistance to other advisors.

To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com

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

• [email protected]
• https://infinitebanking.org/agents/Young121

Show Notes

• Tom's background - 1:45
• Almost leaving for good - 1:58
• Coming back to work - 3:19
• Certified behavior consultant - 3:49
• Life coaching and training - 4:09
• How Nelson Nash changed his life - 5:17
• Another door will always open - 6:38
• Multigenerational planning - 7:12
• Working out every day - 10:56
• Helping people find their why - 12:33
• Understanding retirement planning - 13:26
• Creating a longevity business - 15:22
• Personal Growth as a part of a longevity business - 15:35

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The second series of two on how to create long-lasting client relationships, Tammi and Patrick talk about the formula to get more referrals.

To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com

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/Give-Take-Helping-Others-Success-ebook/dp/B00AFPTSI0/ref=sr_1_1?ie=UTF8&qid=1547589406&sr=8-1&keywords=give+and+take

Show Notes

• There's always a traditional way of doing something but, there's always something missing - 1:54
• What are the common variables that create success - 2:26
• The importance of connection, choice, and creation to get success - 2:34
• The success formula - 3:33
• Create a strategy based on your goals - 4:49
• Figure out ways to provide value and principles to the clients - 5:56
• Creation as a good and meaningful conversation - 6:40
• The creation of the strategy it is going to be always dynamic - 8:34
• If you do not do the things well, you will have a short career - 13:59
• People have strengths and things that they are not good at - 15:35
• Always focus on your strengths and your abilities - 15:46
• A formula that may work for some of the advisors in the movement - 18:40

Review, Subscribe and Share

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Today is the first episode of a two-part series on which we listen to Patrick Donohoe share with us what he believes is the success formula for client interaction. Tune in to listen to Patrick discuss ways to increase the effectiveness of marketing and the four-part formula to create long-term relationships with clients.

To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com

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://truthconcepts.com/truth-training/

Show Notes

• Discussing the next summit - 2:26
• A formula for advisor success - 3:21
• Understanding the success formula - 3:31
• Connection, creation, and choice - 5:43
• Variables of the success equation - 6:14
• Creating value for the clients - 7:00
• Components of healthy relationships - 7:14
• Nobody loves to be told what to do - 8:39
• Celebrating milestones - 10:22
• Everything is related to finance - 11:51
• The importance of being a giver - 13:20
• Everybody is different - 16:27
• Creation in the success formula - 17:51
• Variables of the success formula - 18:15
• The fear of change - 21:20
• Building connection and relationships - 23:00

Review, Subscribe and Share

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One more time, Kim Butler is here to share some of her wisdom. Join us as we listen to Kim explain how we can help the movement grow by inviting other advisors into the organization and how we can help spread the word.

To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com

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://partners4prosperity.com/ebook/

Show Notes

• Advisor question - 1:07
• Looking for learning material - 1:40
• The Financial Planning Has Failed - 2:04
• Whole life Insurance policy - 2:35
• Mixing whole life insurance and term insurance - 3:01
• Cooperation among advisors - 5:19
• Helping as many people as possible - 5:54
• Collaboration and abundance as principles - 6:28

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.

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