The Advisor Advantage

Mike O'Sullivan is a new advisor and he explains what he's doing to get ready to start working with clients. Together he and Tammi talk about the different to-do items and strategies he's taking as he moves forward.

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

• Mike's background and interests - 2:14
• Why he decided to leave a W2 job and become an advisor - 4:28
• What he's doing to be ready to work with clients as a new advisor - 9:49
• How he's going to get new clients - 12:20
• Why he's not working with friends and family - 13:45
• The results of working with a marketing coach - 16:10
• Mike's suggestion for taking the next step - 19:50

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When working with new clients the success of our meetings are often determined by the quality of the questions we ask. In today's episode Tammi asks Kim how she navigates the first appointment with a client and what she does to make it a win/win experience.

Together they'll talk about how she finds out if the new clients are accredited investors and how begin the conversation about life insurance. This is a great episode full of wisdom for veteran advisors or those just starting out.

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.content4clients.com

Show Notes

• Start with: What questions do you have? - 2:44
• How to educate clients if you don't have any content - 3:23
• Why Kim uses silence to let clients think - 4:37
• How Kim finds out if people are accredited investors - 6:38
• The best way to ask if a spouse is a stay at home parent - 7:53
• How Kim brings up the conversation about life insurance - 10:02
• Why you shouldn't pre-determine what clients want to learn about - 11:37
• How to ask for referrals - 14:15
• Setting out the next step - 16:44

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Richard Canfield has focused on building a client community that inspires, educates and nurtures the people around him. In this interview you'll hear how he empowers others and why he's been able to foster this community that reaches people worldwide.

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 Richard Canfield
• • https://richardcanfield.ca
  • https://www.linkedin.com/in/richardcanfield

Show Notes

• How he's creating a client community - 1:56
• Why he's able to create community throughout the world - 4:02
• Setting up guidelines for group communication - 8:13
• Best practices for managing a Facebook group - 13:16
• Empowering leaders and administrators - 16:35
• The objective of his community - 21:20

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We received a case study question from Kurt Berry where he was helping a young couple work towards setting up alternative investments. In this episode Kim and Tammi talk about where to focus before alternative investments and why it's critical to get clients to the $25k level so they can take advantage of more opportunities.

We'd love for you to submit your case studies and questions by emailing us at [email protected] and thank you Kurt for your question!

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]

Show Notes

• Case study from Kurt Berry - 1:51
• Why life insurance cash value should be first on your list - 3:00
• How to get clients motivated to create an emergency / opportunity fund - 4:38
• Breakdown of a typical real life case study - 8:02
• The first thing to address after the emergency / opportunity fund - 11:09
• Debt reduction and elimination - 14:06
• Helping people create secondary goals towards alternative investments - 15:33
• Why beginning your day with gratitude is the most important thing - 17:55

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Rich Clouse is an author and advisor that has identified his target market and is focused on educating his clients. In this episode Rich shares how he found his target market and what he does to get his message in front of that specific audience.

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 Rich Clouse
• • https://www.amazon.com/Rich-Clouse/e/B01IBBLZ58
  • https://paradigmlife.net/about/rich-clouse/

Show Notes

• The structure of his practice and his background - 1:23
• How he found his target market - 3:12
• Using books as a marketing tool - 4:48
• What he's doing different with his second book - 9:20
• How the same strategies work in multiple industries - 12:20
• Why he talks at universities and what he talks about - 16:35
• The need of efficiency in your practice - 19:00

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As an advisor at times it can be difficult to clearly explain how alternative investments work and why they’re so important for clients to use them. In this episode Kim and Tammi talk about a couple new alternative investments and they even share how to overcome setbacks from alternative investments that went sideways.

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.prosperitypeaks.com
• [email protected]
• [email protected]

Show Notes

• Unpacking alternative investments - 1:25
• How to explain alternative investments to clients - 2:34
• Understanding the principles of prosperity at https://www.prosperitypeaks.com - 3:12
• The 2 alternative investments almost anyone can do - 4:58
• How Kim helps clients accumulate more savings - 7:44
• How to determine a person's savings capability - 9:48
• Short term growth alternative investment starting at $25k - 12:55
• Contact Kim at [email protected] to get access to these new investments - 15:26
• How to move forward after a setback from an alternative investment company - 17:10

Review, Subscribe and Share

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Mark Bertrang has developed a strategy for using technology in his business to build a strong referral based business. In this episode Mark and Tammi talk about setting the stage before, during and after the meeting so that clients understand how to work with you and keep everyone happily moving along.

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.bertrangfinancial.com/

Show Notes

• Mark's business structure and background - 2:00
• Why 99% of their business is referrals - 5:18
• What he offers as a thank you gift - 9:59
• Understanding the initial meeting - 11:33
• Fulfilling compliance regulations and making notes - 14:30
• Why people are actually looking for friendship - 20:57
• The power of audio - 22:35

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Recently returning from the Abundance 360 event with Peter Diamandis Kim Butler talks about the importance of focusing on abundance and how that will have a positive impact on 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

• https://www.diamandis.com
• https://www.abundance360.com/summit
• To join the honorary movement - http://pemhonorary.com

Show Notes

• How to think from a position of abundance - 1:49
• Why the news can be so misleading for our abundant thinking - 3:17
• Communication - 4:33
• Capital - 4:59
• Energy - 6:05
• Healthcare - 6:10
• Transportation - 6:43
• Robotics and Drones - 6:54
• Artificial Intelligence and Computation - 7:58
• Space and Physics - 9:37
• Look for evidence of abundance - 10:28
• Understanding the word money - 13:08
• Grit and resilience - 16:49
• Why it's so important to study and learn about innovation - 17:50

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Gina Wells shares her strategies that have helped her to attract the right people for her business which make it possible to work Tuesday through Thursdays. Gina also shares insights about how she builds trust and credibility with clients so they feel comfortable to share private information with her.

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 Gina Wells
• • https://retirementwealthadvisors.com/gina-wells/
  • http://advanced-capitalgroup.com/

Show Notes

• What it's like working from the road - 1:42
• How changing your process to attract the right people will free up time - 3:53
• Offloading your marketing - 4:44
• Discovering her why and how - 8:39
• Finding your ideal clients - 11:07
• Building trust and credibility - 15:06
• How to get people to open up and share private information with you - 20:20

Review, Subscribe and Share

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Kim shares a recent experience of helping a client on a first meeting and how the client totally understood the 7 Principles of Prosperity with a focus on the Multiplier Effect.

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/category/podcast/
• Send your case study ideas and questions to - [email protected]

Show Notes

• How Kim was able to help a client from the first meeting - 1:17
• What Kim learned from the Abundance 360 event with Peter Diamandis - 3:25
• Talking about alternative investments with clients - 5:10
• Way too many advisors try and make life insurance do too much - 7:24
• Why the value is in the cash with life insurance - 10:15
• Let the clients tell you about the 7 Principles of Prosperity - 12:39
• The different memberships in the movement - 16:04

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 subscribe with RSS