The Advisor Advantage

Tammi and Kim record a very special episode to celebrate the 100th episode of the podcast.

They take a retrospective look on how they started this podcast just a year ago and also share their ideas on coaching and advising and how life is all about continuing to produce.

Coincidentally, the recording also took place on the day of Kim's birthday!

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

• Kim and Tammi thank all the guests that came on through this 100th episode - 2:30
• How important it is that the advisor "give first" - 5:00
• Kim shares how many years she has been coaching - 8:23
• Kim shares with us a problem that she wants to resolve - 11:40
• Kim explains how the advisors are "petting the clients" - 13:10
• The idea of giving without a return- 15:00
• How to tell the truth financially - 16:30
• Prove everything with a financial calculator - 18:20
• The importance to show the truth - 18:48
• The beginning of coaching - 22:30
• She explains to us what is the summit for advisors - 26:10
• The importance that the client feel supported - 29:10
• The importance of giving instead of complaining - 30:42

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Isis and Pedro Palicio are from Florida, they are advisors and have been married for 35 years. They share the benefits and challenges of working together.

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 Isis and Pedro Palicio
• • www.infinitebankingsimplified.com
  • www.facebook.com/UniversalWealthManagers

Show Notes

• Pedro and Isis tell us that they have been together for 35 years - 2:25
• How long they have been working together - 2:36
• Pedro and Isis talk about their shared goal - 3:14
• How did they decide to start working together? - 3:49
• Isis tells us how she decided to have a license and be a life insurance agent - 6:04
• They talk about the strengths and weaknesses of each other - 7:18
• Pedro tells us that they started their own company in 2005 - 7:40
• Isis recommends a book by Nelson Nash - 9:30
• Pedro talks about the importance of educating people - 10:30
• How they handle the fear when they look at a potential change - 11:54
• They talk about which of them is the "risks taker " - 14:10
• One can't succeed without the other - 14:30
• How they handle the different perspectives that they have - 15:20
• The power of having a partner with a different perspective and different skills - 18:10
• They talk about the importance of separating the family life from the business life - 18:40
• Isis talks about her hobbies -19:20
• Pedro tells us that they are happy to work together - 22:00

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Pedro Palicio is a financial adviser from Florida and has been in the industry for 24 years with his wife. He shares with us all the experiences that they had in that period of time. Pedro talks about the change that he and his wife made from doing all "face to face" work to now having 75% of their practice done virtually.

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

https://prosperityeconomicsadvisors.com/the-movement/

Links and Resources from this Episode

• Connect with Pedro Palicio
  • [email protected]

Show Notes

• Pedro Palicio's location and background - 2:27
• 75% of Pedro's business is virtual - 2:56
• Pedro Palicio shares a generic presentation about banking to his new clients and answers all the questions that the client may have - 3:40
• Pedro's company history about financial advisory services - 4:48
• 'Becoming Your Own Banker': a book that makes a lot of sense for the clients - 6:56
• Pedro recommends a Robert Kiyosaki book to his clients - 9:50
• Pedro talks about the integration of ideas of Nelson Nash and Robert Kiyosaki that Kim Butler has made - 11:10
• The transition from 'face to face' to virtual - 13:20
• Understanding Zoom for video conferencing? - 17:00
• Pedro's tips for advisers - 19:30

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Kim is looking for new advisors! She describes who the ideal advisor is and the two types of people she is looking for: people who are in the industry but not in the movement, and those who are looking for an industry switch.

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

https://prosperityeconomicsadvisors.com/the-movement/

[email protected]

[email protected]

Show Notes

• If you as an advisor are considering a podcast, make contact with Spencer and his company: www.podkick.com or [email protected] - 2:50
• Get in touch with Kim Butler - 4:13
• The particular type of advisor that she is looking for - 4:36
• The attitude an adviser needs to have - 6:34
• Kim shares with us the seven principles of prosperity - 8:45
• The 7 principles give you the attitude that an advisor needs - 9:28
• Some clients don't want an advice they want a product - 11:20
• The advisors had to be focused on learning and growing - 13:00
• For advisors, learning is growing - 13:30
• About alternative investments spaces - 16:40
• The summit for advisors is a good place to learn - 17:03
• Get in touch with Tammi - 17:28
• 3 components for growing as an advisor - 18:28
• Information about the advisor's summit - 20:06

Review, Subscribe and Share

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JD Hill has been through a lot of transitions in his financial career and he talks about what to do to prepare for a transition. He explains to us what his company "Integrity Financial Group" does and challenges that he has faced throughout the years.

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 Guest
• • http://www.ifgtx.com/team/jd-hill
  • [email protected]

Show Notes

• JD Hill's location and business - 1:43
• 10 years in the industry of advertising - 2:05
• Challenges that he has gone through the years - 3:03
• JD Hill shares with us what pushes him to keep on forward- 6:19
• He got into the business looking for income, independence and impact - 7:32
• He shares with us his transitions - 9:40
• His company's name: Integrity Financial Group - 12:50
• JD Hill's background in the business - 14:12
• 3 tools to make a decision: Men, model and the money - 17:40

Review, Subscribe and Share

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Tammi shares with us some tips for people that feel they're struggling and have reached a certain level of boredom within the industry. She also talks about a tool named "Activity tracker", which helps you focus on activities to maintain your energy.

She recommends taking the "5 Hour Rule" habit and invites us to use five hours in a week for reflecting and creating.

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

• The importance of creating a gratitude list - 4:19
• What is a gratitude list? - 5:42
• Tammi encourages people to recreate their day - 6:38
• Tammi's recommendations for a team - 8:43
• How to reject thoughts that you don't want to spend time thinking - 12:41
• Recommendations for books that help you shift your thoughts - 13:42
• It's very important to have control of your schedule - 19:49
• Nothing is more important than time for you to think, create and reflect - 20:09

Review, Subscribe and Share

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Steve shares with us practical advice on how to change the way your business is running. He also talks about pressure in business and how to manage it.

He tells us about acting from a place of integrity and how important mindset is to flourish your business.

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 Steve
• • https://www.linkedin.com/in/gibbslaw

Show Notes

• Steve Gibbs' location and background - 2:58
• The difficulty of handling pressure in business - 10:45
• Business Advising is one of those professions where people are looking right away to see if they can trust you - 10:56
• Recommendations for brand new advisors - 11:56
• The hardest thing for you to do is exactly the right step to reach your next level of growth - 15:39
• An adviser has to find as many ways to help people as possible - 16:47

Review, Subscribe and Share

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Tammi talks about transitions in financial industries and shares with us the ones she has made in her business. She also talks about how to approach those transitions and how people can transition too.

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

• A transition is a part of growing - 3:02
• Tammi's career history and transitions - 6:43
• On transitions, your eyes are open to something new - 8:09
• You increase your credibility by admitting a new true - 9:17
• At some point, we all go through a transition when we start saying "no" to people - 10:48
• 3 alternatives to help people transition - 12:13
• What to do if you are interested in alternative investment space? - 17:30
• Common transitions that advisors have to face - 19:10

Review, Subscribe and Share

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Bert has chosen to evolve his business over the years and because of it he is more excited and more passionate about the industry than when he was 29 years ago. He tells us how he is allowed to grow not only based on time but also based on his and his family's desires and needs.

If you want to see your business evolving for whatever reason and you want to stay passionate about your industry you should listen to this podcast.

To learn more about the prosperity movement and help you and your clients to 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 Bert Salazar
• • Website: http://www.cambridgefpllc.com/Bert-Salazar.e759930.htm
  • Twitter: https://twitter.com/bertsalazar
  • LinkedIn: https://www.linkedin.com/in/bertsalazar

Show Notes

• Bert's history and experience in the industry for 29 years. - 2:39
• Bert has taken a lot of risks and challenges to achieve his goals. - 4:00
• There was a point in Bert's life when he chose to sell drugs for a living. - 4:34
• Why you learn more from your failures than you do from your successes. - 7:52
• Why Bert's goal is to change the way people see things. - 13:42
• How trouble comes from what we think we know. - 15:03
• Information without education will end in failure. - 15:18
• You need commitment to do what it takes to succeed. - 18:30
• It's all about controlling the business and not about the business controlling you. - 20:26

Review, Subscribe and Share

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Kim tells us about the top 5 question she asks clients to help them understand the financial truth. She also talks about how she makes them feel like they are not being judged, so they can relax and share more information with her.

She shares the importance of making an agenda with very important steps, that way it becomes all about the customers and less about you.

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 Kim Butler
• • Website: www.prosperitypeaks.com
  • Amazon: Kim's Amazon author page

Show Notes

• Sharing the truth is so important because what the media shares is not true. - 3:33
• Why when we share the truth we have to expect some resistance from the others - 4:39
• Kim often starts the conversation asking: What question do you have? - 10:20
• A super important question to ask is: What is working and what's not? - 13:10
• How to force your clients to think - 16:50
• Why we have to be careful with the way we ask questions to avoid offending clients - 20:38

Review, Subscribe and Share

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

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