The Advisor Advantage

Summary:

On this episode of the Advisor Advantage podcast, Tammi Brannan speaks with Kim Butler about the Summit in July. If you are having any doubts about attending, this episode will help you finalize that decision.

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

00:45 Kim Butler Intro

01:10 Summit is coming in July

01:30 What is your vision for the Prosperity Economics Movement & the Summit?

01:56 1. Advisors to transform their practice

03:00 2. Client transformation

05:07 Transformation for the Summit

06:44 What is the role and reason for advisors to come to the summit?

07:29 Role: give first mentality

09:38 Example of when Kim was debating on attending something similar

10:51 Take the time to sharpen the saw

12:15 The Summit will give you ways to make more money and be more efficient.

13:12 Kim's webinar launches June 21st

14:09 Resources, thesummit4advisors.com

Summary:

On this episode of the Advisor Advantage podcast, Tammi Brannan speaks with Patrick Donohoe about his number one objective for his company- Paradigm Life. This year it's all about focusing on building a great team, and creating the perfect work environment.

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 Paradigm Life

01:04 Insurance based financial consulting firm- 100% virtual

01:38 Number one Objective for Paradigm Life this year

02:00 Process, Procedure and People

02:33 Focus on culture

02:56 What are the steps you are going to achieve this objective

04:56 What steps did you take to make these changes?

05:58 Focuses on developing professional relationships

08:03 What is the open office structure?

13:25 Sneak peek on his upcoming talk at the Summit

15:10 Facing challenges and growing

17:09 Getting out of your comfort zone

20:09 Plus, minus, equal- Push yourself to grow

Summary:

On this episode of the Advisor Advantage podcast, Tammi Brannan speaks with John Moriarty of E3 Wealth Consultants about how to educate your clients, build trust, and work as a team.

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 John Moriarty and E3 Wealth Consultants

01:44 How big is your team?

02:26 Our model expands from local to regional to national

03:23 Number one objective for E3 this year

08:47 How has the current financial system been created?

12:20 Creating value through education

15:28 Sense of community through Prosperity Economics Movement

16:13 How do you collaborate at E3?

17:17 The philosophy and process at E3

18:35 Mind over money podcast

20:53 The Summit

Summary:

On this episode of the Advisor Advantage podcast, Tammi Brannan speaks with Bruce Wehner about his objectives for his business this year. He plans to narrow his client niche, and this podcast will tell you how he's going to do it.

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

00:48 Intro to Bruce, E3 Wealth consultants

01:18 Number one objective for business this year

02:11 Narrowing his market

02:23 Characteristics of ideal client

06:53 We have a mindset scorecard that clients have to fill out before starting the process

09:01 Motivations for Innovations in the Business

10:51 Testing the scorecard on advisors first

12:21 Kolbe Assessment

13:19 Network of advisors working cooperatively

14:55 What is it that energizes you in business?

16:20 It's better to work as a group of advisors

18:37 Nelson Nash Institute Think Tank

19:30 The Summit- discount tickets

On this episode of the Advisor Advantage podcast, Tammi Brannan speaks with Rick Randall, an advisor in the estate planning world. They discuss the new ways of approaching advisor-client relationships, and explain why advisors should collaborate, not compete. 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 Kolbe Assessment- Kolbe.com Show Notes: 00:00 Intro 00:52 Advisor in the estate planning world 01:17 How traditional estate planning has failed 01:43 We want to work collaboratively with financial advisors 02:03 17 for 17- 17 Estate Planning Alternatives 05:30 We want to help you update and do active review on your estates 06:46 Strategic Coaching and what it's taught Rick 07:51 Develop ways to create a blended process for the client 10:15 Our Philosophies and Processes 12:41 One stop shopping, holistic planning 16:44 We custom design our process depending on the advisor 17:48 Planning for the next generations 19:15 Lifespan trust continuum 20:06 Rick will talk at the Summit

Summary:

Tammi Brannan speaks with Ken Greene about why he went from engineering to financial advising, and why this has been such a rewarding career change.

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

00:48 Ken Greene

01:02 Engineer of Finance

02:02 How do you bring engineering into finance?

02:31 My first client was me

03:20 Majority of advisors don't understand math

04:26 Ken's number one objective

05:21 I want to divert $20M from Wall Street

06:15 I like Wall Street, but not as a buy and hold strategy

09:39 How Ken facilitates the education process

11:53 The Summit- Thank God I went

17:06 How he got into insurance full time

20:55 I went from retiring as a millionaire to having nothing- I don't want anyone to go through what I went through

25:31 Be a contrarian.

Summary:

Tammi Brannan speaks with Michael Bonny about his primary business goal for 2017. The focus for today- how to deepen your connections with clients.

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

01:18 Primary goal for 2017

02:27 Make deeper connections

04:07 Favorite part of the job: interaction with clients

05:46 Reach out to clients on a regular basis

06:09 No substitute for a simple phone call.

06:58 Bonny's ideal clients

07:35 This is a lifelong relationship

11:03 How do you approach deepening your personal connections?

13:32 Have visual cues in the office as reminders

15:58 Building trust based on sharing stories

17:54 One skill: being able to deviate from the normal, perceived purpose of the call

19:07 How to read your client

19:30 Use open ended questions

21:58 His mentor says his clients are his closest friends

Summary:

In this episode, Tammi Brannan introduces Kim Butler and her guru Dan Sullivan. They open the floor on key concepts of how to become a successful whole life insurance advisor. The main conclusion: it's all about the process.

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:

Dan's Sullivan's Strategic Coaching: The Multiplier Mindset

The Summit - www.TheSummit4Advisors.com

Show Notes:

00:00 Intro

00:52 Kim Butler and Dan Sullivan

01:09 Dan works and coaches industry leaders

01:47 Game changer advising

04:51 Advisors should have a thinking process that they market

08:00 Creation of Universal Life Insurance

09:21 Life insurance changed from over 1,000 to less than 30 agents- the ones who stuck around were focused on whole life insurance

13:41 US & Canada could strip commissions like UK for insurance agents

20:48 Product, Service, Experience

22:23 The most important part of buying the insurance is the experience and process

23:08 Why do you work for free?

24:41 History of the process change

25:00 Characteristics of changing the game

26:53 Understanding how clients operate

31:25 Keep the conversation open-ended, not linear

32:00 How to create enormous value in yourself to the client

34:09 The importance of silence

35:05 Industry transforming vs. Game-changing

40:04 Value of attending events/ workshops

43:20 Get the client thought process down on paper

46:54 Difference between machines and humans, answers and questions

49:00 Dan Sullivan has more life insurance than anyone

Summary:

Tammi Brannan speaks with Jason Henderson about how he uses his unique personality to create a newsletter and gain referrals. The conversations leads to the many ways in which learning about and embracing individual personality can make a team work more efficiently.

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

01:20 Jason's number one objective: "Build my referral market"

01:55 How he is achieving his goal

02:25 Jason's printed newsletter

03:02 One or two client calls per newsletter

03:14 How Jason comes up with content

05:55 Include humor in your content

10:44 Prosperity economics is all about being different

11:36 What Jason gained from the Summit

11:50 Kolby assessment

15:23 Team building with Kolby

15:44 Jason's Kolby score

18:38 Kolby shows everyone's skills and how they use their toolset

Summary:

Tammi Brannan speaks with Adam Gane about his methods of teaching and implementing Prosperity Economics with his team in Canada.

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 Adam is the son of the Gane team

01:25 Gane's broad goal

02:22 Clarify concepts in a simple way

03:07 Is there a difference between Canadian and American clients?

04:10 Advisors use Prosperity Economics without knowing it

05:05 How Adam structures his client education

08:34 Kim's book Live Your Life Insurance

11:44 Tools provide value

13:53 Looking past the math

15:33 How do you handle a client walking away?

17:41 Ken's ideal client

18:26 Is it just millennial's who are frustrated with the current system?

20:32 Ken's takeaways from the Summit