The Advisor Advantage

Steve has worked in the financial industry since 2005. He shares the story of his career transition and how his second career has really developed a great passion for becoming an educator in the financial industry.

He also talks about his radio show, which is designed to educate people about how to manage money.

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

Links and Resources from this Episode

• Connect with Steve Minich
• • Website: www.smartwealthradio.com
  • LInkedIn: https://www.linkedin.com/in/steve-minnich-b022a6a
  • Email: [email protected]

Show Notes

• Steve works in the financial industry and is also an educator. - 2:15
• Steve talks about his radio show, Smart Wealth Radio. - 2:39
• His radio show is designed to educate people about how to be smart with money. - 4:25
• Steve has some partners in his business and they teach people how money works. - 9:55
• The importance of having a backup plan in business. -15:31
• When he realized at some point that the direction of his business was all wrong. - 18:02
• It's not saving money if you have risk. - 18:35
• Why we want people to be successful in life. - 21:05

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There is so much momentum and updates to share with the community on this episode. Kim and Tammi talk about why the Summit is gaining so much traction, what's new for the Summit and updates about collaboratives.

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.pemhonorary.com
• www.pemtransform.com
• www.thesummit4advisors.com

Show Notes

• Keep yourself scared so it keeps yourself young - 1:45
• Find your reason "why" to overcome fears - 6:04
• Updates on the Prosperity Economics collaboratives - 7:11
• The sample collaborative group after The Summit - 14:27
• Update on the Prosperity Profile - 17:20
• New announcement for The Summit - 20:12
• How "brain dating" will happen at Summit - 22:52
• What Tammi will be talking about at Summit this year - 24:45

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Derick Van Ness has been heavily involved with real estate investing and has now taking that knowledge and experience into the financial industry. He talks with Tammi about his strategic advantage and how he builds trust 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

• Connect with Derick Van Ness
• • https://www.linkedin.com/in/derickvanness
• [email protected]

Show Notes

• How Derick got involved with the movement - 3:14
• Derick's strategic advantage in the marketplace - 6:01
• How he sets himself apart - 11:01
• Why doing the right thing for people is the genuine approach - 17:42

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Kim Butler shares a story from a recent vacation in the Caribbean which had severe hurricanes last year. She saw a clear difference between communities that were rebuilding with an abundance mindset vs communities that were not as entrepreneurial.

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

• Come join us at the Summit in July http://thesummit4advisors.com/

Show Notes

• When you're afraid, you're keeping yourself young - 2:39
• If you're comfortable all the time you're not growing - 3:55
• Why you have to work to have happiness - 7:09
• Kim's story about a recent trip to the Caribbean and seeing people recover from the past hurricane - 9:25
• Kim and Tammi talking about focusing on the moment - 16:10

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Ken Greene shares a concept he teaches clients called "The Raft Phenomenon" which helps people understand how to overcome the delay of doing something good.

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 Ken Greene
• • http://greenefi.com
  • http://engineeroffinance.com

Show Notes

• Explaining the Raft Phenomenon - 3:10
• Why we hesitate when we know the result will be good - 6:24
• How to help clients move forward - 9:27
• What to do when working with perfectionists - 13:10
• How to apply urgency to The Summit - 15:12
• Do you see opportunities as an expense or investment - 20:11

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Kim introduces the PEM Collaboratives so that advisors can share wisdom, research and resources to benefit the entire group. Her call to action makes it possible for you to lead a group in your local area.

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.thesummit4advisors.com
• [email protected]

Show Notes

• Kim's new idea for creation
• Introducing the PEM Collaboratives - Prosperity Economics Collaboratives
• Online collaborative work
• How you can now add a tax and legal perspective
• Call to action: Reach out to Kim to be part of the collaboration

Review, Subscribe and Share

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Randy Wakefield views the prosperity economics movement as the ideal place for collaborating and ultimately as a new family. Hear how this has helped him as he begins as a new advisor.

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

• Randy's background - 1:21
• How fellow advisor Curtis May helped introduce him to prosperity economics - 7:33
• Why the movement has become family to Randy - 14:55
• Why you're not alone while in the movement - 16:30

Review, Subscribe and Share

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Kim Butler recently returned from a special Strategic Coach event where she learned the 8 C's taught by Dan Sullivan. This has helped her be a catalyst to grow the movement to be more impactful than ever.

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
• • [email protected]
• https://prosperityeconomicsadvisors.com/memberships/pem-honorary

Show Notes

• Kim's takeaway from Strategic Coach - 1:27
• The way the Game Changer program came together - 4:58
• How Kim was able to step up and think abundantly - 9:57
• Those that show up get the results - 12:09
• 8 C's of the Game Changer program - 14:28
• How every advisor is a collaborator to the movement - 19:07

Review, Subscribe and Share

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Michael Sparks is truly working in the world of multiple streams of income as he runs 3 businesses currently. He shares advice on how to manage multiple businesses and why diversifying has been one of the keys to his success.

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 Michael Sparks
• • https://www.linkedin.com/in/michaelsparks

Show Notes

• Michael's background and multiple businesses - 2:12
• How he got into the life insurance industry - 4:34
• Top 3 suggestions on diversifying with business - 10:15
• How he manages his time, calendar and contacts - 15:38
• Writing SMART goals - 19:14
• Why Michael likes the movement and the inspiration it provides - 21:08

Review, Subscribe and Share

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As an advisor clients are interested in the tools and resources you offer along with your intellectual capital. Kim Butler and Tammi Brannan talk about the RIA and IAR relationships and how its an option to charge clients fees for the process.

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 differences between the fiduciary platform and suitability standard - 3:35
• Why Kim moved away from the broker dealer relationship - 7:37
• Having skin in the game - 11:00
• Understanding the RIA and the IAR relationships - 13:07
• Why Kim doesn't charge fees to every client - 15:00
• The RIA relationship with Kim and advisors -18:40
• What will happen with the DOL changes and the fiduciary rulings - 22:33

Review, Subscribe and Share

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