The Advisor Advantage

Sheldon Singleton shares his favorite takeaways from Summit and what his action plan is moving forward with his marketing and influence in his business.

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 Sheldon
• • https://www.linkedin.com/in/sheldon-singleton-4351942/
  • https://twitter.com/7figuredynamics
  • https://www.instagram.com/sheldonsingleton
  • https://www.facebook.com/sheldon.singleton
  • http://www.calbizjournal.com/sheldon-singleton-kim-butler/

Show Notes

• Sheldon's background - 0:52
• His favorite takeaway from Summit - 1:44
• He likes going against the tide - 4:05
• What his social media efforts are - 4:38
• Choose the medium that works best for you - 8:02
• How he's reading 3 books a month - 10:28
• His fitness process for filling himself up - 13:56
• How working out clears your mind - 17:17
• What he does at his networking events 21:06

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Mark Bertrang created an impactful way to connect with people by sharing his client stories through a book he wrote called 'Investments Don't Hug' which can be found as a book and audiobook.

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 Mark Bertrang
• • http://www.bertrangfinancial.com
  • Mark's Book
• https://www.linkedin.com/in/markbertrang

Show Notes

• Mark's background - 1:25
• The process of writing his book - 3:15
• One of his favorite chapters he wrote about - 9:35
• How he plans on using this book with marketing and clients - 11:32
• The philosophy of "doing good" - 13:13
• Money gives you a lot of choices - 16:30
• How advisors should purchase the book - 18:59
• The struggle of writing a book - 21:35
• Mark's new commitment - 23:04

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.

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

Joe Pantozzi speaks with Tammi Brannan about what it takes to stay on the cutting edge in the financial world and why people need to be grounded with The Prosperity Principles. By following those principles you'll be able to spot the financial entertainers and avoid them so you can build wealth that lives for generations.

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

• http://alphaomegawealth.com
• www.TheAdvisorAdvantage.com

Show Notes

• The shifts he's seeing in his business since attending The Summit - 1:12
• Why it might be better to meet clients and prospects virtually - 3:47
• How moving to virtual meetings has become more productive - 4:58
• Focus on what you can do - 7:41
• The reason why most people are poor is because they are taking advice from salespeople and not rich people - 9:05
• The Prosperity Principles - 13:22
• Beware of the financial entertainers - 16:40
• Abundance vs Scarcity mindset - 19:29

Jimmy Vreeland works with advisors helping them find alternative investments for their clients. Host Tammi Brannan speaks with him about turn key real estate and other alternative investments.

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

Links in this Episode:

Advisor Advantage: www.TheAdvisorAdvantage.com

Entreprenuer Drinks podcast: https://itunes.apple.com/us/podcast/entrepreneur-drinks/id1208518874?mt=2

http://www.jointopsproperties.com

[email protected]

Show Notes:

00:00 Intro

02:04 Jimmy’s podcast - Entrepreneur Drinks

04:07 How can turnkey real estate help investors

05:18 Contact Jimmy at [email protected] to get his video presentation

07:03 How he got started with real estate investing

12:05 This is what makes Joint Ops Properties unique from other investments

15:23 A worst case scenario with turn key real estate

16:32 The liabilities of commercial real estate

19:25 Where Jimmy see’s his business in the next 6-12 months

John Moriarty will be hosting the Saint Louis Mastermind in November this year. Host Tammi Brannan speaks with him about one key topic for the event and will share information on how to register. Advisors who want to get to the next level with their businesses will not want to miss out on this Mastermind.

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

Links in this Episode: Advisor Advantage: www.TheAdvisorAdvantage.com

Show Notes: 00:00 Intro 00:44 John Moriarty 01:54 Hosting the Saint Louis Mastermind 05:07 What topics will be covered 05:22 Five secrets to getting to the next level 06:10 Secret Number One 08:42 Secret Number Two 14:51 Secret Number Three 17:07 Secret Number Four 21:29 Secret Number Five 22:50 I look at my work ethic as my competitive advantage 24:30 You need to start to analyze what will get you to your next level. 25:10 Mastermind limit 25:55 How to Register for the Mastermind

In this episode, Tammi Brannan speaks with Todd Langford, CEO of Truth Concepts Software. They talk about the importance of connecting deeply with other advisors and your clients. They'll also explain great ways to do that in this quick 20 minute episode.

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

Links in this Episode: Truth Concepts Software - http://truthconcepts.com The Summit - www.TheSummit4Advisors.com

Show Notes: 00:00 Intro 00:50 Todd Langford 01:26 Key takeaway from the Summit 03:10 You need to be able to accurately tell your story, and have people connect to it. 05:04 Hobbies are just as important as your finances 06:56 Pull people in that you can connect with better 08:41 Date night at the Summit 10:10 Learn from each other as well as from the stage 12:31 Group think tank in November 15:58 Write things down to stay on track 16:18 Facebook group: Prosperity Economics Advisors 17:17 Nothing changes if nothing changes 22:21 More power in numbers

In this episode, Tammi Brannan speaks with Prosperity Economics leader Kim Butler. They explain the Kolbe Assessment, and why every person should take this test.

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

Links in this Episode: The Summit - www.TheSummit4Advisors.com The Kolbe Assessment- http://kolbe.com/

Show Notes: 00:00 Intro 00:50 Kolbe and why it's important 02:06 Learn how your personality gets results 03:29 Kolbe is a profile, not a test. 03:47 With Kolbe you get a good result no matter what. 05:01 1-10 is a continuum 05:20 Initiate vs. Resist 07:20 Fact finders 12:08 When you understand somebody's Kolbe, you can work together much better. 12:39 What the term "follow through" means for Kolbe 16:45 Kolbe Assessment means 1+1= 11. 20:23 Two strengths together pull it together much better. 22:57 Kolbe and its different versions.

In this episode, Tammi Brannan speaks with Prosperity Economics leader Kim Butler. They recap the amazing benefits that everyone experienced from this year's Summit. You will also hear dates to events coming up that you won't want to miss out on.

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

Links in this Episode: The Summit - www.TheSummit4Advisors.com

Show Notes: 00:00 Intro 00:53 Talking about the Summit 02:00 Every person is a potential leader of the movement 02:51 Using the right words 05:12 Alignment in values, story and principles 07:03 We can make a bigger difference if we help people improve their lives, not just finances 08:01 Next year's summit 11:21 Mark your calendar 12:37 The 4 C's 16:31 This is a community that belongs to everybody 18:11 Making the movement mainstream 18:47 Mastermind Event in November 20:30 Different events throughout the year

Summary:

Tammi Brannan speaks with Mark Benson about his business choices that enabled him to grow his company, and make it more efficient. His game-changer was narrowing his market over 15 years ago.

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

Links in this Episode:

The Summit - www.TheSummit4Advisors.com

Show Notes:

00:00 Intro

01:00 Background of Mark and his company

01:35 Works with teachers in Missouri, and homeowners

03:25 We have the market calling us

03:46 What was your time frame between making the decision to narrow your market, and seeing your business shift?

05:53 Bring in value creation to gain clients

07:11 Unique ability concept- how have you implemented it?

09:20 We have unique ability teamwork- everyone does what they like best

12:56 What are the activities that you enjoy the most?

15:17 Anyone trying to grow their business should look into Strategic Coaching

17:10 If you are doing things to your unique ability, you should have more energy at the end of the day.

18:13 Explanation of: free days, buffer days, and focus days

22:00 Why it's easier to grow 10x than 2x

Summary:

On this episode of the Advisor Advantage podcast, Tammi Brannan speaks with Todd Langford, Kim Butler's partner for the creation of the Summit. They highlight the benefits of the event- so if you're still on the fence about coming, you should listen!

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

Links in this Episode:

The Summit - www.TheSummit4Advisors.com

Show Notes:

00:00 Intro

00:49 Intro Todd Langford

01:05 How long have you been in the industry?

01:40 What would you say to advisors trying to decide if they should go to the Summit?

02:57 How do you see the Prosperity Economics repairing the broken financial planning industry?

04:10 The difference between online info and in person events

05:09 How do you and Kim design the Summit?

06:21 Share some stories where advisors have benefitted from the Summit

08:00 The reality is- sharing is better

09:18 Group work creates visibility

10:28 The benefits of mentoring

11:01 Fall-out ratio of the industry

14:03 The summit brings the best of the best in the industry

19:15 How Prosperity Economics advisors stand out