The Advisor Advantage

Tim Francis shares insights and strategies about using leverage in your advisor business to save at minimum 10 hour per week. These insights will help you feel recharged and ready to go to the next level.

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 Tim Francis
• • https://greatassistant.com
  • https://www.profitfactory.com
  • https://www.profitfactory.com/100tasks/ - 100 Tasks You Can Delegate

Show Notes

• Top tasks that advisors can offload - 2:55
• How to decide what to delegate - 7:03
• The #1 issue to determining what you can hand off to an assistant - 8:20
• What Tim realized when he first got an assistant - 12:03
• The trough of sorrow - 16:18
• You typically hit break even point within 1-3 months with an assistant - 20:00
• To take the next step to get an assistant www.greatassistant.com/apply - 23:15

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David Jehlen has been involved with the movement as a go-to marketing source for advisors. In today's episode Tammi and David talk about why we need to stop being timid and start being different so that we can inspire and educate more people.

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 David Jehlen
• • http://www.davidjehlen.com
  • http://www.marketingforadvisors.com
  • https://www.linkedin.com/in/davidjehlen
  • Email him at [email protected]

Show Notes

• David's message for Advisors - 1:21
• We all have our own fears and we have to overcome them - 3:48
• Getting over our discomforts - 5:41
• Why we need to start building an email list - 7:52
• How to use Lead Magnets in your marketing - 9:37
• Building your business beyond referrals - 12:36
• What to do when you're starting out - 14:50

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Kevin Nichols is the managing partner at Penumbra Capital Management and has been involved with the movement and has attended The Summit for several years. He is a leading authority with life settlements and has an easy to understand presentation so advisors and clients can understand this alternative investment.

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 Kevin
• • https://thepenumbraplan.com
  • https://www.linkedin.com/in/kevin-nichols-40400022
• Contact Kevin at 817-479-9770 or [email protected]

Show Notes

• How advisors can move forward with alternative investments - 2:42
• What makes Penumbra and their alternative investment different - 5:26
• Why advisors don’t need to be experts at life settlements - 8:05
• Who owns the policy? - 10:42
• The seller pays all fees - 13:02
• How people become aware that they can sell their policy - 14:09
• The most commonly used growth vehicles outside of life settlements - 15:18
• How this is benefiting the sellers and removing a possible burden they may have - 18:02

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Jeff Huston owns 3D Money and has been in the life insurance and financial services for the past 25 years bringing a wealth of knowledge to advisors. In this episode he talks about the 3 phases of your financial life and also the importance of debt and leverage as a part of growing wealth.

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 Jeff
• • http://www.3dmoney.com
  • [email protected]

Show Notes

• Jeff’s background - 1:25
• Building a foundation that protects you and your stuff - 2:12
• Why whole life is a critical component to financial foundation - 5:44
• The 3 phases of your financial life - 6:45
• Standing on the edge of the coin - 9:53
• How the laws are affecting advisors and clients - 11:32
• Why wealth has become less tangible - 13:22
• Debt and leverage is an important part of growing wealth - 16:11
• To get in touch with Jeff email [email protected] - 18:41

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Lenny Martin has a wealth of knowledge in the financial industry and has a unique viewpoint on what top producing advisors are doing to grow their businesses. In this episode Tammi and Lenny talk about referral marketing and how advisors can take advantage of the changes in the industry.

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 Lenny
• • https://www.llic.com
  • https://www.linkedin.com/in/lennymartincluchfc
• Bill Cates books on Amazon
• http://www.referralcoach.com

Show Notes

• Lenny's background in the industry - 1:31
• How he feels the Prosper Economics Movement is positioned to help advisors moving forward - 2:30
• Why it's not the product that makes a difference - 3:17
• How advisors can take advantage of the changes in the industry - 5:15
• The thing top producers and companies don't talk about but is critical to success - 8:15
• Why referrals are the best way to be in the business - 9:34
• Diving deeper into referrals - 11:36
• How advisors can get in touch with Lenny - 15:34

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Suthee Suvansri is a new advisor in the movement and in this episode he and Tammi talk about the importance of developing your why and the benefits of challenging yourself to be uncomfortable.

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 Suthee
• • https://www.linkedin.com/in/suthee-suvansri-52309b2

Show Notes

• His takeaways from attending The Summit - 1:22
• What he wanted to implement from Summit - 3:40
• How he determines what part of his story to share in his business - 5:00
• Developing your "why" - 6:34
• Challenging yourself to be uncomfortable - 8:43
• Challenges to overcome while creating this legacy - 10:08
• How listening to people is a great marketing approach - 13:59
• Why people are grateful when you do the right follow up - 15:56

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Gary Pinkerton shares his passion and purpose that drives him to serve people in this industry. Together Gary and Tammi talk about what it takes to be more than just an advisor and how to find what your purpose is to create a transformation in your practice.

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 Gary
• • https://paradigmlife.net/about/gary-pinkerton
  • https://www.linkedin.com/in/garywpinkerton
• https://tunnel2towers.org

Show Notes

• Gary's takeaways from Summit that are transforming his practice - 1:42
• What he's learning and focusing on to educate his clients - 5:21
• Why long term care benefits are very personal to him - 6:30
• Becoming more than just an advisor selling products - 9:18
• Seeing life insurance as a tool to help others - 11:24
• Patrick Donohoe's challenge for him to work with real estate investors - 14:43
• Gary's goal is to help people live their unique genius - 18:37
• How his passion and purpose makes all the difference in his business - 22:00

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Kim D. H. Butler talks with Tammi Brannan about one of the most critical pieces to anyone's success. In today's conversation Kim shares a personal story of overcoming a mountain of challenges that would be considered overwhelming to anyone, yet she was able to succeed.

This may be one of the most important episodes to listen to this year as you'll hear the guiding principles and insights for creating an abundant life and positive mindset.

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 Kim
• • www.partners4prosperity.com
  • https://www.amazon.com/Kim-D.-H.-Butler/e/B00523N6HE
  • https://www.linkedin.com/in/kimdhbutler/

Show Notes

• Why mindset is so critical - 2:50
• Making the hard choice to have a good mindset - 5:02
• The difference between a disciplined mindset and positive attitude - 6:10
• The mountain of challenges Kim faced yesterday and how she overcame it - 8:15
• Giving credit to those who help and showing gratitude - 13:23
• Being a leader of your own thinking - 15:05
• Being a contrarian - 17:41
• Taking a stand and sticking to your principles - 22:00
• Turning to a higher power and setting intention - 25:55
• Raising your thoughts, especially in the morning - 29:35
• You are the average of the five people you spend the most time with - 31:14

Review, Subscribe and Share

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Paulette Sopoci from Strategic Coach shares the biggest obstacles entrepreneurs face today and how to overcome those obstacles. Paulette and Tammi also talk about creating a 10X mindset and working with our unique abilities to create massive breakthroughs in business and life.

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

inks and Resources from this Episode

• Connect with Paulette
• • https://www.strategiccoach.com
  • https://www.strategiccoach.com/our-team/#/people/paulette-sopoci
  • https://www.linkedin.com/in/paulette-sopoci-a5139833
  • https://twitter.com/PauletteSopoci
• Get the 4 C's Formula from Matt Yonke at 888-872-8877 ext 5673

Show Notes

• The 4 C's Formula - 1:15
• Background of Strategic Coach - 2:25
• The biggest obstacles entrepreneurs face today - 5:55
• Busyness doesn't lead to greater success - 8:22
• The core mindsets that help entrepreneurs create breakthroughs - 10:02
• Creating a 10X mindset - 12:14
• Who is a good fit for strategic coach? - 14:23
• Learning entrepreneurial ideas from the mortuary business - 17:01
• Get the 4 C's Formula from Matt Yonke at 888-872-8877 ext 5673 - 18:34

Review, Subscribe and Share

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President Trump just released his tax and there are some shocking winners and losers. In this special bonus episode our friend and leader in the movement Patrick Donohoe from The Wealth Standard Radio podcast talks with Tom Wheelwright who has also been featured on the podcast a as tax expert. They share insights about this new tax plan and how it may affect our finances and investments moving forward. 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

• Listen to the original interview with Patrick Donohoe and Tom Wheelwright - http://thewealthstandard.com/the-trump-era-tax-plans-winners-and-losers-episode-217
• http://paradigmlife.net
• http://tomwheelwright.com

Show Notes

• Is this really a tax bill or hype - 2:23
• Understanding the differences between the Senate and House bill - 3:35
• Why the VAT is really our biggest enemy overseas - 6:52
• Who really has the most to gain in this tax bill - yes, it's Wall Street -17:20
• Surprises with over 400 pages of pork spending inside - 21:47
• Job, jobs, jobs - Why this has the Trump narrative all over it - 35:58
• The biggest tax opportunity is real estate, and why it's a big deal - 39:10
• The biggest losers in the tax plan - 42:22
• Would America benefit from a VAT? - 48:46

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
• Click here to subscribe with Stitcher
• Click here to subscribe with RSS