The Advisor Advantage

Frank Lehane shares his process for talking with prospects and getting them into his webinar marketing funnel. He talks about his systems and success rates and why he's interested in finding out the prospects level of concern.

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 Frank Lehane
• • https://franklehane.com/video
  • https://www.linkedin.com/in/frank-lehane-8344a828

Show Notes

• Frank's background - 1:30
• His system for getting people into his funnel - 2:30
• Why he's interested in the level of people's concern - 4:53
• His process for challenging prospects - 8:35
• The webinar presentation process - 13:02
• His success rates with his funnel - 15:07
• What he wants to learn from prospects during the webinar - 17:28
• The benefits for people to show up to the webinar - 19:53

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Hearing bad news or facing rejections from clients is a challenging obstacle to overcome. However, as an advisor you need to be strong so you can lead your clients and guide them towards prosperity.

In this episode Kim and Tammi talk about different methods for strengthening your mindset and how to create observation habits in life so you are more present.

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

• Why mindset is so critical - 1:53
• Going through hardship strengthens us to give more value to the world - 3:48
• Why it's better to accept a "no" from a client than being strung along - 5:42
• Failure happens to teach us a lesson and learn - 7:12
• Learning how to use silence in your conversations - 8:37
• Why observing is a necessary part of learning - 10:13
• Co-learning with clients - 15:39
• Take time to reflect and handle the situation from humble confidence - 17:05

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Trent Fortner has gone through the peaks and valleys in the financial industry and shares his insights as he mentors and coaches advisors. Together Trent and Tammi talk about how he created this turnaround in his career and how he does it for others.

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 Trent Fortner https://www.linkedin.com/in/trentfortner/

Show Notes

• Trent's background in the financial industry - 2:01
• How he helps advisors overcome objections - 3:22
• Starting out meetings with strategic questions - 5:27
• The different levels of advisors and how to approach each individually - 7:10
• Exposing the pain and showing the solution - 10:45
• How he created a turnaround in his business - 14:07

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Helping clients understand their many choices can be overwhelming and often lead to inaction. In this episode Kim Butler and Tammi Brannan talk about how to get clients to take action and also how to coordinate alternative investments into your strategy.

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

• Why you learn more when you teach others - 1:36
• You either grow your die - 3:53
• Simplifying choices to increase action - 6:01
• Tracking results vs tracking goals - 8:52
• How to coordinate with alternative investments - 10:24
• Simplifying the life insurance experience for clients - 14:35
• Focusing on getting clients to take action - 21:09

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After facing a terminal illness for nearly a year Noah Kelsch ignited a passion within to provide a better life for his family and for clients. He was able to see that there was more to life than punching a timeclock and he knew there was something greater for him to do.

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 Noah Kelsch
• • http://paradigmlife.net/blog/author/noah

Show Notes

• Noah's background - 1:28
• How a life changing illness changed his life and career - 4:18
• Why he lives each day with passion and purpose - 6:41
• The 2 most important ways the movement is changing people's lives - 8:29
• What he did with his second chance in life - 11:45
• How being a part of the movement is being a lighthouse to others - 13:08
• Why we're selling a wants product - 14:49
• The gratitude Noah has for his wife and those that truly support him - 16:53

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Understanding how to structure alternative investments, manage self directed IRA's and the role of life insurance are the many topics we cover in this episode.

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

• Send an email to Kim to get a self directed email template from her.
• • [email protected] Subject line: Self Directed Email
• https://prosperityeconomicsadvisors.com/memberships/pem-honorary
• www.partners4prosperity.com

Show Notes

• Talking about self directed IRA's - 1:28
• Understanding the role of the custodian - 4:55
• Breaking down the fees and why some costs are higher - 8:00
• Send Kim an email to get a email template about self directed IRA's - 9:20
• Why you need to be a guide as an advisor - 13:33
• Adding alternative investments to your practice - 15:00
• When you may want to introduce alternative investments to clients - 18:58
• Kim's video explaining alternative investments at www.partners4prosperity.com - 21:50
• Understanding the transform membership - 23:19

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Dan Thompson has expanded his business virtually which has allowed him to meet with more people, be more effective and in many cases make it a more personal experience for clients. In this interview you'll hear the challenges and rewards of having a virtual 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 Dan Thompson
• • https://www.linkedin.com/in/danthompsonecm
  • http://becomingyourownbank.com/dan-thompson-history

Show Notes

• The structure of Dan's business - 1:46
• His 3 biggest challenges of moving from face to face to virtual - 2:53
• How he accidently expanded to a virtual business - 4:51
• How he is able to keep the personal touch in a virtual environment - 7:25
• Why you gain clout by being a distant advisor - 8:22
• Asking the right questions to really understand clients - 11:53
• Why are we talking? - 14:19
• One drawback of meeting people online and how to avoid this problem - 17:29
• The best way to get started with your media presence - 18:33

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Kurt Berry one of the Advisors in the movement comes to us with another case study about a couple in their mid 60's that is looking to retire. You'll hear Kim's insights and how she navigates this conversation with clients to help them prepare financially and emotionally.

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/kurtberry
• Ask your question at [email protected]

Show Notes

• Background of the case study - 3:15
• Why we start with the emergency / opportunity fund - 4:52
• Making a plan to recreate their income - 6:43
• Creating income in a way that doesn't erode principle - 9:47
• How to handle the reaction of telling someone they're not ready to retire - 10:25
• Why an accurate assessment helps people move forward - 12:37
• How to give people a perspective and a guide so they don't feel the need to retire - 14:21

Review, Subscribe and Share

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Walter Hartford was recently hired by Kim Butler and is joining the prosperity economics movement to help advisors with alternative investments and also with the expansion of RIA.

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 Walter Hartford
• • https://www.linkedin.com/in/walterhartfordcfa/

Show Notes

• Walters background - 2:14
• How Kim and Walter met - 4:00
• How he is going to help advisors - 5:08
• What the advisor relationship looks like with Walter - 8:02
• Why advisors are resistant to charging a fee - 11:35
• How he helps advisors with alternative investments - 14:12

Review, Subscribe and Share

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Kim Butler makes an announcement that The Summit will be this July 26th - 29th in Park City, Utah. Together Kim and Tammi talk about how this event will be different this year and the changes to expect. They also discuss the top 3 returns on investment you should expect for attending.

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

• http://thesummit4advisors.com
• [email protected]

Show Notes

• How The Summit will be different this summer - 1:06
• The Summit dates are July 26th - July 29th - 5:10
• We are at a new venue this year - The Hyatt Centric Park City - 7:01
• Why the event is setup as a non profit - 10:45
• The top 3 returns on investment for attending the event - 12:08
• Adding more work time to the event - 15:06
• Why Todd wanted to create The Summit - 19:42

Review, Subscribe and Share

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• Follow with Spotify
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