The Advisor Advantage

An easy new way to get clients in the door, on this episode of the Advisor Advantage Podcast, we'll listen to Tammi talk with Derick Van Ness to discuss the ten most common mistakes that entrepreneurs make.

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

• www.TheAdvisorAdvantage.com
• Connect with Derick Van Ness
• • https://www.linkedin.com/in/derickvanness

Show Notes

• Ten mistakes that Life Insurance agents make - 2:28
• Making savings a priority - 3:18
• Understanding the act of saving - 5:52
• New ways to get more clients - 10:25
• How to find new clients - 11:19
• Identifying who you want to work with - 12:50
• Meeting people face to face - 16:30
• Creating value for your clients - 17:40
• Setting 250 appointments in a couple of hours - 19:33

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On this episode we are joined by Kim, one of the leaders of the Prosperity Economics Movement, as well as Todd Langford, an advisor for the movement and the owner of "Truth Concepts", a tool some of the smartest financial advisors are using to educate their clients on making strategic investment choices, to discuss the importance of doing something that you love.

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

• If you'd like to get in touch with our guest Todd Langford, please visit:
• • https://truthconcepts.com
  • Phone: 903-822-4133
  • https://www.linkedin.com/in/truthconceptssoftware

Show Notes

• How does the movement deal with investments? - 2:02
• Seeking alternatives for the investment world - 3:09
• Understanding alternative investments - 3:56
• The Prosperity Principles - 5:00
• Income, Growth, and cash - 6:58
• Creating a monthly income - 7:39
• Todd Langford´s statement - 10:54
• Have to v.s. get to - 15:40
• Discussing workout - 17:08
• Focussing of the negative - 22:10

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The importance of believing in yourself, on this episode we are joined by Trent Fortner, who is a national trainer for a prominent insurance industry sales system, to discuss the subject of self-esteem as well as some of the common issues people encounter in this industry that affect their notion of self-worth.

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

Show Notes

• The importance of an advisor - 2:35
• Value to be shared - 3:36
• Unique experience and skill set - 4:44
• Common mistakes - 7:14
• The right amount of taxes - 8:35
• Life insurance agents and financial advisors - 10:03
• Get in touch with Tammi Brannan - 12:21
• The impact of the movement - 15:48
• Discussing self-esteem - 16:39
• Advisor's confidence issues - 17:15
• Trent's experience as a coach- 19:23
• Advisor, protector and educator - 21:23

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Process or product, what's the difference? Join us as we listen to Kim and Tammi discuss the value that this distinction represents for the 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

Show Notes

• Searching on the internet - 1:18
• A product or a process? - 1:36
• Thinking on a product and needing a process - 2:32
• Transaction V.S. transformation - 3:14
• The value of a process - 6:41
• Shallow dive V.S. deep dive - 7:05
• The "shallow dive process" - 9:05
• Helping people in more ways - 12:14
• Prosperity Economics Partners - 15:45
• Three types of memberships - 21:17

Review, Subscribe and Share

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Manager, product marketer, and trainer, our guest today Brandon Z. Hamilton gives us his insights into the world of managing, training and coaching and the most significant challenges that new advisors are facing today.

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]
• Phone: 513.362.4976

Show Notes

• Brandon's background - 0:50
• The training component - 1:07
• People willing to mentor - 2:52
• Challenges facing the industry - 3:08
• Company-ranking criteria - 5:25
• Recommendations for new agents - 6:35
• New challenges for advisors - 9:01
• Personal training and virtual training - 11:20
• Technological tools for marketing - 18:05

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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• Click here to follow with Spotify
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• Click here to subscribe with RSS

In this special edition of the Advisor Advantage podcast, Tammi talks with Patrick Donohoe, one of the leaders of the Prosperity Economics Movement. He talks about his vision for the movement and the integral part that the advisors play in within the movement.

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

• Connect with Patrick

• https://paradigmlife.net

Show Notes

• What Patrick sees as the objective of the movement - 3:10
• Put yourself in the shoes of someone who is new to the industry - 4:56
• How the mindset requires structure - 6:49
• The importance of having standard systems and procedures in the movement - 8:20
• The ideal participant and client for the movement - 10:29
• How the feedback they received from the Summit is vital for the movement - 11:46
• The understanding of missions and principles help strengthen the movement - 17:15
• The importance of aligning your life with your values- 20:40
• Create strategies to help people find what they are seeking - 22:29

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.

• Click here to subscribe with iTunes
• Click here to follow with Spotify
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Ever wish you could be part of a significant movement? Well, this is your lucky day because on this episode we are joined by our fantastic guest Mike O'Sullivan, a financial advisor of the Prosperity Economics Movement, who is here today to talk about the benefits of being a part of the organization and how you can become a part of it!

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

• Connect with Mike:

• https://www.linkedin.com/in/michael-o-sullivan-aif-8188113/

Show Notes

• A growing movement - 1:58
• Honorary membership - 2:35
• Becoming an advisor - 5:03
• Learning is key - 6:58
• The desire of collaboration - 7:18
• The background of an advisor - 10:20
• Making a successful transition - 12:14
• First key: know yourself - 12:41
• Second key: personality-based choices - 14:21
• Mike's ideal client - 15:24
• The right message for the right person - 18:02
• A team that complements your strengths - 20:31

Review, Subscribe and Share

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Ever wished your job was more entertaining? Then you can't miss this episode as we are joined by Steve Savant, a syndicated financial columnist and host of the show "Let's Get Down to Business", who has provided invaluable help to the insurance industry during his career.

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.linkedin.com/in/stevesavant/

Show Notes

• Steve's Background - 1:05
• Steve's role in the industry - 1:49
• Video as a groundbreaking tool - 3:19
• Finances are not always entertaining - 3:45
• How to make it entertaining - 5:02
• Reaching the younger audience - 7:46
• Articles worth reading - 12:36
• What the future holds - 15:34
• Securing consumers - 16:53
• An educational program - 18:23
• Value and Impact first - 19:39
• Getting in touch with Steve Savant - 21:07
• The Importance of taxes - 22:35

Review, Subscribe and Share

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In this Advisor Advantage Podcast, Tammi talks with a worldwide traveler: Tom Wheelwright. He talks about a network revolution he's creating, that will ensure that the movement can have access to known CPAs. Tom is creating a certified network for CPAs that would help the advisors and the 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

• Connect with Tom
  • http://wealthability.com
  • http://wealthability.com/tfwamazon
  • https://wealthability.com/cpa-revolution - Tom's 3-day CPA-Revolution Masterclass that is coming up Dec 6-8, 2018

Show Notes

• Tom shares with us his recent project - 2:35
• The best CPAs in the world are independents - 4:33
• Tom talks about his worldwide network - 5:13
• He tells us why this new network is a revolution - 5:25
• There are seven members in the network that are receiving the training in this arena - 6:17
• Tom shares with us that they are creating educational products for the clients - 7:11
• He tells us that the network is also in South Africa and Hong Kong - 7:32
• Part of the movement has to be training - 9:48
• The process that a CPA has to do to be part of the network - 10:22
• The importance of giving training to people - 13:49
• CPAs are the more trusted advisors - 14:22
• Tom tells us that they are looking the positive side of the CPAs world - 15:29
• What kind of CPAs are the best fit for the program? -16:43
• Tom recommends us to visit the web page: wealthability.com - 18:41
• Wealth Ability is Tom's company - 18:47

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.

• Click here to subscribe with iTunes
• Click here to follow with Spotify
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Don't miss out on a chance to be part of the First Virtual Summit of the Prosperity Economics Movement to be held on November 29th. Stay tuned as we get all the details of this exciting upcoming event from our guest Patrick Donohoe.

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

• Connect with Patrick
• • https://paradigmlife.net

Show Notes

• All you need to know about the Virtual Summit - 5:17
• Providing more access to people - 8:30
• Asking the right questions - 14:20
• The value of expertise - 16:22
• The "relationship business" - 17:18
• Identifying action items - 18:55
• Becoming a member of the Prosperity Economics Movement - 19:59

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.

• Click here to subscribe with iTunes
• Click here to follow with Spotify
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