The Advisor Advantage

Shane Butler shares a wealth of information and insight to help advisors understand the positive impact of the movement and ultimately how to save a decade of struggle in business. Together Tammi and Shane share vital tips that will protect your mindset of success.

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 Shane
• • https://www.linkedin.com/in/shanerbutler
  • https://www.facebook.com/pg/SRButlerMM/about

Show Notes

• Shane's background - 0:51
• The importance of sharpening your skillset - 1:59
• 3 takeaways from a recent event - 3:02
• How to educate prospects and clients about dividends - 5:12
• Why whole life is seen as a low risk product - 8:03
• Whole life experienced the most growth - 10:58
• The differences of advisors in the movement vs outside - 12:02
• Are advisors starting to refer to each other and support one another? - 13:18
• How to save a decade of struggle by being apart of the movement - 15:47
• Tips to protect your mindset - 18:02

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Tammi Brannan talks with Kim D.H Butler about how advisors can tap into their unique skills with the Blueprint Process. In this special episode Kim turns the the microphone on Tammi and they share the vision of creating a business that works by design, the way you would always dream. If you know there are skills and potential you haven't yet tapped into this will be an exciting episode for you.

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

• Meet with Tammi https://calendly.com/instinctivelife/blueprint-process-consult
• Connect with Tammi
• • https://instinctivelife.com
  • https://www.facebook.com/tammi.brannan
  • https://www.linkedin.com/in/instinctivelife

Show Notes

• Kim introducing Tammi's blueprint process - 2:23
• Upleveling: How to help more people in more ways - 3:42
• Studying Values, Passions, Skills and Elements of Purpose - 4:42
• What to do if you don't know your unique skills - 5:15
• Using the Blueprint Process helping advisors design their business - 6:52
• Why Kim built her practice the way she always wanted - 8:31
• How an advisor created a fast turnaround in his business - 9:18
• Identifying and telling your individual story - 10:49
• How to take action and get in touch with Tammi https://calendly.com/instinctivelife/blueprint-process-consult - 14:59

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Brendan is giving listeners a first hand view on what it's like to transition from a successful career to being an advisor in the movement. He shares the importance of having a mentor and how he's influencing those around him.

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

• www.theadvisoradvantage.com
• http://www.anthonyfaso.com

Show Notes

• Brendan's background - 1:02
• Exploring a career change from technology to finance - 1:29
• It was Kim's advice for him to start a business and become an advisor - 4:10
• Brendan's mentor is Anthony Faso and how that's impacted his business - 5:50
• Being nervous about making a career change - 10:35
• Writing about the movement and influencing others - 15:10

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Patrick Donohoe is focused on growing the Prosperity Economics movement to last forever and be a group that can overcome the behemoth of the traditional financial space. He shares personal stories about life changing events that helped him get clear on his purpose and how values were the operating principles of that growth.

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 Patrick
• • www.paradigmlife.net
  • https://paradigmlife.net/about/patrick-donohoe
  • https://www.facebook.com/paradigmlife
  • https://www.linkedin.com/in/paradigmlife

Show Notes

• Where the movement is going - 1:56
• How Kim, Todd and Patrick are planning for the movement to last forever - 3:36
• Why a family vacation and health scare changed his life - 5:50
• Kim's passion and drive for the Prosperity Economics Movement - 10:49
• As financial advisors we're facing a behemoth - 11:30
• Getting involved with the infinite growth plan - 13:41
• The individual vs the collective - 15:05
• Creating a culture change at Paradigm Life - 18:50
• Why operating off of values is empowering - 24:27

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Curtis May is on the cutting edge as a financial educator as a podcaster, speaker and influencer. In this episode Curtis and Tammi talk about how a podcast has given him a platform to educate more people and how it helps him create content that helps prospects and clients. They also talk about the importance of identifying your message and using profit activators to share that message.

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 Guest
• • http://www.practicalwealthadvisors.com
  • Curtis's podcast Practical Wealth Show
  • https://www.linkedin.com/in/curtismay
• www.podkick.com - Podcast production company

Show Notes

• How Curtis is ahead of the curve as an educator - 1:25
• Why he started a podcast and how easy it was to start - 2:00
• How a podcast has given him influence and a platform - 3:52
• A podcast recording can become a blog post and even a book - 6:43
• Why teaching sells and how to educate prospects and clients - 10:37
• The 2 types of workshops you can do. Focus on the kind that works - 12:19
• The 7 profit activators for your business - 15:35
• Why he's writing a book and sharing his message - 20:17
• Identify your message and don't get distracted by technology - 26:33

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Jordan Adler is an author, speaker, entrepreneur and motivator. He had a massive turnaround in his life that is nothing short of a remarkable story. As he speaks you'll hang onto every word he says especially while he shares his fool proof process for creating an amazing life. Get ready for a burst of inspiration and enthusiasm into your life.

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 Jordan
• • https://www.jordanadler.com
  • https://www.facebook.com/beachmoneyclub
  • https://twitter.com/BeachMoneyClub
  • Jordan's YouTube
  • Amazon Author Page

Show Notes

• Jordan's background and history - 2:05
• How advisors can overcome lack of belief - 5:19
• The power of writing down goals and believing in self - 7:14
• Trust in the process - 11:07
• The "dream barrier" and how to overcome it - 12:46
• Following the rules vs trusting the process - 14:44
• His 4 Step fool proof formula for success - 15:22
• Better Than Beach Money is his new book - 18:58

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Kate Phillips is the marketing expert behind Partners4Prosperity and works closely with Kim on the Prosperity Economics movement writing blog posts, books and other forms of content. In this episode Kate and Tammi talk about different strategies of marketing, especially smart strategies for following up with prospects and clients.

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

• www.content4clients.com
• www.prosperitypeaks.com
• www.prosperityeconomicsadvisors.com
• www.mailchimp.com
• www.constantcontact.com
• www.infusionsoft.com

Show Notes

• Kate's background in marketing and as a financial coach - 1:26
• Her responsibility with marketing for the Prosperity Economics Movement - 3:50
• Doing follow up marketing with email newsletters - 5:28
• If you only follow up with people once a month they forget who you are - 6:08
• Advice for advisors that are just starting with their marketing - 7:26
• Use lead magnets to get people to opt-in to email lists - 9:09
• How long it takes to grow an email list - 10:50
• Getting leverage using auto responders - 13:59
• Be an educator and not too salesy - 18:18
• Licensing content to get auto responders, ebooks and articles setup quickly - 19:00
• Do automated follow up that builds your lead flow 24/7 - 24:10

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Kim Butler shares exciting news about the movement featuring new platforms built for advisors. The Transform and Transcend has been a work in progress for the past 5 years and is certain to make a positive impact to many advisors.

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.prosperityeconomicsadvisors.com
  • www.prosperitypeaks.com
  • Kim's Amazon author page
• www.prosperityeconomicsadvisors.com/transform

Show Notes

• Kim explaining the CLUE acronym - 0:47
• Using 'The Movement' as a marketing benefit - 3:00
• Advisors should either love the principles and material or not be involved - 5:53
• What to do if you want to be a part of the movement - 7:30
• The difference between the transform and transcend membership levels - 10:35
• Do you have a backstop succession plan in your business? - 13:03
• Kim has been working on this vision and plan for the past 5 years - 15:32
• To sign up for Transform go to www.prosperityeconomicsadvisors.com/transform - 17:28

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Tom Wheelwright is a self-proclaimed tax nerd who's goal is to make taxes fun, easy and understandable. He's known Kim Butler for 20+ years and has been involved with the movement helping advisors for several years.

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 Tom
• • https://provisionwealth.com
  • http://tomwheelwright.com
  • http://taxfreewealthadvisor.com

Show Notes

• Tom's background and history of his company - 1:13
• Why Tom loves to speak on stage and be around entrepreneurs - 3:53
• His goals goal is to make taxes fun easy and understandable - 6:14
• Understanding the tax advantages and benefits with life insurance - 7:55
• The tax laws are in place to encourage behaviours - 10:12
• Why you want to make the government your partner - 11:45
• How to use taxes as a selling point as an advisor - 15:53
• The #1 question he gets about taxes - 17:52
• Because you can't change the tax law, learn how to use it - 21:45
• Are you looking at taxes as an expense or investment? - 22:59

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Mike Baker talks about his pursuit of truth in finance and how Nelson Nash's book led him to being apart of the Prosperity Economics movement. He also shares how that has made an impact on his business and clients.

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 Mike
• • http://mjb-financial.com
  • LinkedIn
• Becoming Your Own Banker by Nelson Nash

Show Notes

• Mike's background and learning about infinite banking - 1:49
• Reading from Nelson Nash's books - 5:30
• Why he pursued the truth in finance - 9:50
• Why all of his clients are interested in prosperity economic strategies - 14:12
• The impact of connections from The Summit - 15:22

Review, Subscribe and Share

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• Click here to subscribe with RSS