The Advisor Advantage

Anthony Faso shares a brilliant strategy that he used to get more leads, build stronger relationships and provide value to an organization. This win/win/win strategy is something any advisor can implement in their 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 Anthony Faso
• • http://www.anthonyfaso.com
  • https://www.linkedin.com/in/anthonyfaso

Show Notes

• How Anthony grew his business through a local event - 1:53
• Networking through the CPA society - 4:05
• Educating CPA's and giving away books and resources - 9:02
• A unique question a CPA asked him at the event - 10:05
• Going through the client requirements - 14:05
• How his firm works with people that are just starting to save - 16:14

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Grit is the essential element that pushes us through difficult times and keeps us on track as we pursue our vision. Kim and Tammi talk about why grit is so critical right now and also share insights they gained from attending the CES show in Las Vegas this year.

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

• Grit: The Power of Passion and Perseverance" by Angela Duckworth - http://a.co/1uGCj52

Show Notes

• Why Kim and Tammi went to the Consumer Electronics Show - 1:35
• How Tammi found products that will help her business - 5:08
• Why Grit is so critical right now - 9:33
• Where artificial intelligence is going - 12:17
• Be a mental thought leader for your clients - 14:32
• Why Kim and Tammi go to events like CES and what they're looking to gain - 16:35
• The app Tammi found at CES - 18:15
• Kim's vision to put their company on the blockchain - 20:20
• Why taking action is so important - 21:30

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Richard Canfield shares his strategies on how advisors can be good mentors to their clients. Both Tammi and Richard also talk about why it's critical to have a mentor in your life to help you ask better questions to think bigger and better.

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

• Why Richard chooses to look at the bright side - 2:38
• How come mentoring is critical in life - 3:32
• How advisors we can be good mentors to their clients - 5:41
• How to choose who to mentor - 7:39
• Going from short term thinking to long term cash flow thinking - 12:45
• Who Richard's mentor is - 13:47
• Learning how to filter out the noise of the world - 20:25

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Kim Butler shares her strategy for building a life insurance policy for clients. She goes into detail explaining the 3 costs of the life insurance policy and how she makes it a great solution for the client.

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
• • http://partners4prosperity.com
  • https://www.linkedin.com/in/kimdhbutler
• Send question to - [email protected]
• http://truthconcepts.com
• https://player.vimeo.com/video/238073884

Show Notes

• Kim's strategy for building a life insurance policy - 1:47
• The Goose analogy - 3:51
• Proving the method for building the strategy - 5:36
• The 3 costs of the life insurance policy - 8:30
• Why Kim likes to keep insurance policies separate - 11:40

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Ryley Smith worked in the medical industry but felt like there was something greater that was pulling him to work in the financial industry. After making the leap into a new field he talks with Tammi Brannan about how he made the transition and how he's creating win/win situations for his clients and business by having the correct mindset and principles to guide him.

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 Ryley Smith
• • https://www.ryleysmith.net

Show Notes

• Ryley's background - 1:48
• Why he moved from the medical industry to the financial industry - 3:38
• How he made this transition without the proof in advance - 7:14
• Why personal development is so important to Ryley - 10:05
• Creating a win/win situation for clients and his business - 11:50
• Identifying where you want to be in the future - 13:15
• How he manages his mind to be on the client needs and not his needs - 18:59

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Kim Butler talks about a recent case study where she helped a client organize and strategize following the mantra of "go slow, start small." Tammi and Kim go through the different steps of this plan and also share insights they've learned while attending CES in Las Vegas.

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
• • http://partners4prosperity.com
  • https://www.linkedin.com/in/kimdhbutler
• http://pemhonorary.com

Show Notes

• What Kim and Tammi are learning at CES - 1:21
• Helping more people in more ways - 3:51
• Case study: Using life insurance and alternative investments - 6:16
• The foundation is understanding the income and asset base - 8:34
• Focusing on the monthly savings ability to fund the life insurance policy - 11:20
• Letting the life insurance do the job of the emergency/opportunity fund - 13:40
• Life insurance is the first product you should buy - 15:43
• Strategies for creating cash flow investments - 18:08

Review, Subscribe and Share

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Wade Borth has been in the business for 30 years and in this episode he shares insights on why diversifying with other companies and suppliers can provide valuable options for your clients. His objective is to create win, win, win relationships for clients, suppliers and his company.

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 Wade Borth
• • http://partners4prosperity.com/wadeborth
  • http://paradigmlife.net/blog/author/wade-borth
  • https://www.linkedin.com/in/wade-borth-43121542/

Show Notes

• Why he felt restricted with his options while starting out - 2:12
• Ask yourself: Is this the best for my clients needs? - 4:50
• How he started adding new companies to his network - 5:35
• Not every company will be a perfect fit for your client - 9:04
• Why focus is critical - 11:18
• Who your real competition is - 13:25
• His top 3 takeaways of his career - 16:11

Review, Subscribe and Share

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Lou Pineda recently transitioned from commercial banking to becoming an advisor in the movement. In this conversation Tammi and Lou talk about his transition and why he's putting focus on growing an advisor team.

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 Lou Pineda
• • http://partners4prosperity.com/lou-pineda
  • https://www.linkedin.com/in/louis-pineda-7078847

Show Notes

• Why he recently left commercial banking to become an advisor - 2:28
• How your environment influences how you think - 5:44
• How he discovered the prosperity economics movement - 6:07
• Strategies for attracting new recruits into your business - 9:52
• Understanding the Opportunity Framework - 11:03
• It only takes one person to make a huge impact in the world - 18:01

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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Emily Morgan is the founder of Delegate Solutions which is a service that helps advisors grow their businesses by leveraging the talents of other team members. Together Tammi and Emily talk about different examples and strategies you can apply to 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 Emily Morgan
• • https://delegatesolutions.com
  • https://delegatesolutions.com/about-us-ss/meet-emily-morgan
  • https://twitter.com/Emily_Morgan
  • https://www.facebook.com/DelegateSolutions
  • https://www.linkedin.com/in/delegatesolutions/

Show Notes

• Background of Delegate Solutions - 1:48
• Why Emily loves helping people with her services - 2:53
• How advisors can test the waters of outsourcing - 4:55
• Focusing on the top 20 in your business - 8:43
• Why having accountability is a crucial part of delegation - 9:51
• Using a team vs an individual - 10:50
• Examples of tasks Delegate Solutions takes on - 12:37
• Get your score assessment at https://delegatesolutions.com - 15:21
• How it's a complete team effort with continual support - 17:24

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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Kim D. H. Butler and Tammi Brannan talk about the Prosperity Economics Movement and where it's headed in the future. They also share the difference between goals and a vision and how we can gain clarity for the future.

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 Movement
• • http://pemhonorary.com
  • http://prosperityeconomicsadvisors.com
  • [email protected]

Show Notes

• Why the people themselves are the leaders of the movement - 2:30
• Where the movement is headed - 4:15
• Events, cruise, whitepapers and client content - 6:12
• Make yourself afraid so you don't age - 10:57
• Why you need to take vacations along the way - 12:20
• The movement stretch goal - 14:48
• Your vision and SMART goals - 16:31
• 'Workplace' a community and platform for the movement - 19:11

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
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• Click here to subscribe with RSS