The Advisor Advantage

Summary:

Tammi Brannan speaks with Jeff Huston about his company: 3D money. Being in the business for 25 years makes him a great tool for Prosperity Economics Advisors.

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

01:09 Jeff's company 3D money and how it can help advisors

01:33 Jeff's background in the advisor business

04:13 Now specializes in workforce housing in the upper midwest

05:27 Big rig and fig, begin in gratitude, respond in gratitude, finish in gratitude

08:25 Goal to find another 2 key advisors

11:11 Continuing your growth as an advisor is key

11:45 Jeff has been a strategic coach participant for 15 years

12:58 Combination of Content and Camaraderie

14:05 Advising is a thankless business and can be lonely

15:10 We are swimming upstream

15:38 Communicate a multifaceted plan to people

17:30 You have to get comfortable with selling and re-selling this strategy

18:51 We are more client service related in Whole Life

22:37 Summit dates

Summary:

Tammi Brannan speaks with Bryan Repple about how he was able to identify what was holding back his company from growing. He elaborates on the importance of taking the time to finding obstacles, and making necessary changes to move forward 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

02:06 Bryan's Conference

03:37 Bryan's Objective: Identify and Eliminate Obstacles

05:11 How do we become more efficient as team?

07:38 "I believe in thinking time."

09:54 How he chose to cutback employees

11:29 Less people doing more work is more efficient

11:55 Employees drive the ship, importance of rewarding

12:40 CEO's: It's our job to set the vision

14:02 Middle area is defined by the vision

16:20 Growth is all about teaching

17:11 Recruit advisors + clients through education

23:40 Two biggest wealth destroyers

Summary:

Tammi Brannan speaks with best-selling author Kim Butler about the first steps that a new Prosperity Economics advisor should take.

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:

Link to Qualification Test: testteachersonline.com

The Summit - www.TheSummit4Advisors.com

Attorney Contact: marketcouncil.com

Purchase the Prosperity Process: pathwayprocess.com

Show Notes:

00:00 Intro

01:30 1st step: Get life insurance license

02:00 Prosperity Economics disagrees with securities licenses

02:20 No broker dealer world

03:31 Forget everything you've learned

07:51 What's the second step?

08:06 Series 65 advise license

08:48 Fiduciary platform

10:50 RIA world

12:21 Fiduciary platform vs. suitability standard

15:09 Freedom for our advisors

16:49 Fed registered RIAs vs. State registered RIAs

18:50 We sell our process

27:11 Cost of attorneys

28:51 What is "selling away?"

29:10 Suitability is a much lower standard

31:52 Why you should avoid agencies

33:02 Mentor program will help both new and old advisors

34:19 Series 65 is not required but advised

35:26 Come to the summit

Summary:

Tammi Brannan speaks with Bryan McCloskey about his philosophy on how to spread the power of Prosperity Economics to the world. His previous career in education gives him a great perspective on how to draw clients into an engaging learning 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

01:20 Bryan's involvement with the mentor program

03:19 Bryan's global and specific objectives

06:10 What is your method for working with misinformed clients?

08:06 Ask powerful questions, do not preach

09:31 Does truth concept software from Todd work?

11:29 Plant the nugget of truth

12:47 How to avoid aggression in clients

15:49 How long are Bryan's client phone calls?

17:08 Explanation of client personalities

17:37 Easy dialogue is key for Bryan

18:46 Lifelong learning

19:00 Last tip for the audience

Summary:

Tammi Brannan speaks with Spencer Shaw from Podkick: the podcast production company that works with financial advisors. Spencer educates us on the infinite ways in which podcasts can help grow your business.

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

Podcast Production Company - www.PodKick.com

Show Notes:

00:00 Intro

00:40 Tammi introduces Spencer Shaw from Podkick

01:35 How Spencer helps Kim Butler harness the power of podcasts

03:48 The benefits of podcasts vs. traditional mediums

06:39 How podcasts have improved Kim's business

08:20 How podcasts help Kim transcend her biggest obstacle: time.

09:06 Kim gains referrals through her podcasts

10:18 Notoriety: Podcasts assert sophistication and expertise

13:35 All of Spencer's clients are on Apple's New & Noteworthy list

19:24 Spencer's new client intake process

20:28 Podkick does entire podcast production for clients

21:46 Podcasts give shockingly high return on investment

25:57 Podcasts = relevant content that lasts

Summary:

Host Tammi Brannan interviews Rich Gane to learn more about his Canadian team and their strategies for finding open-minded clients interested in Prosperity Economics, and teaching those clients that alternative investments are the future.

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

00:51 Today's Guest: Rich Gane

02:27 Team Objective: Spread Prosperity Economics to everyone in Canada

03:04 How Rich got a 2% return on investment from whole life insurance

04:48 Client mindset is more important than income

07:00 How Rich Gane built his client base at the beginning

08:11 Use Facebook and LinkedIn ads now

10:55 Rich Gane's resources for marketing

15:42 Employee Jason Rink and how digital marketing is key!

18:17 Why alternative investments are safer than the stock market

20:19 Canadian pension plan switches from stock bonds to private equity

23:13 This year's Summit and why you should go

24:57 Power as a team

Curtis May talks with host Tammi Brannan about how he chooses which clients to work with and why education is the first step in 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: The Summit - www.TheSummit4Advisors.com

Show Notes: 00:00 Introduction 00:51 Today's Guest: Curtis May 01:42 Why it felt like he had his first year 7 times over 03:15 Transitioning from traditional financial planning to alternative investing 05:50 Prosperity economics allows him to teach people a new way of thinking 07:19 Using prosperity tools and helping people think 11:47 Why the first step is to educate 14:11 What Curtis looks for in his initial 30 minute meeting with clients 17:30 How to decide if a client is worth taking on 19:06 We are not in the financial services business. We are in the marketing business. 20:30 Curtis's #1 objective this year 23:21 Why he's attending The Summit this year

Kim Butler talks with host Tammi Brannan about Kim's recent experience at Abundance 360 with Peter Diamandis. They talk about abundance vs scarcity, living an innovative and elegant life and amplifying your strengths.

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 Finding your strengths - www.strengthsfinder.com New transformative material - https://boltthreads.com 3D printed ear pieces - www.averysound.com Peter's book - Bold

Show Notes: 00:00 Introduction 00:43 Today's Guest: Kim Butler 01:52 What most people are looking to get out of the Abundance 360 event with Peter Diamandis 03:45 Be thinking about the strengths you already have and what else you could do with them 05:33 If you're not clear on your strengths look at www.strengthsfinder.com 06:20 Amplifying your strengths 07:03 How Kim intakes information at conferences 08:12 Abundance Scorecard #1 - Abundance Mindset 08:54 Abundance Scorecard #2 - Moonshot Thinking 09:47 Abundance Scorecard #3 - Massively Transformative Purpose 10:20 Abundance Scorecard #4 - 6 D's Implementation 11:15 Abundance Scorecard #5 - Exponential Tech 11:54 Abundance Scorecard #6 - Crowd and Community 13:06 Abundance Scorecard #7 - Transformation 13:12 Abundance Scorecard #8 - Data Driven Decision Making 15:37 The 5 Hour Rule 17:12 Gratitude and scarcity cannot co-exist in your mind 21:08 How to make your life more elegant 26:08 Abundance vs scarcity 29:15 Commitment statements

Anthony Faso talks with host Tammi Brannan and shares insights on how he has created an incredible team around him that educates 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 Introduction
00:35 Today’s Guest: Anthony Faso
01:02 Anthony’s #1 objective for his business this year
02:44 How he builds trust with his clients
03:55 The team and processes involved in a successful firm
08:53 How he learned about team management
10:21 How he found alternative investments for his clients
13:00 The reasons Anthony personally visited the alternative investments home offices
18:30 Why Anthony attends The Summit
22:07 Breakthroughs for Anthony and others that have a solo practice and small firm

Barry Herrlinger talks with host Tammi Brannan and shares the process for attracting your ideal clients. He also speaks about what it takes to teach people while they are on their financial journey.

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: www.theadvisoradvantage.com The Summit - http://prosperityeconomicsadvisors.com/the-summit

Show Notes: 00:00 Introduction 00:34 Today's Guest: Barry Herrlinger 01:26 Barry's #1 objective in 2017 02:08 Dispelling financial myths with clients 02:44 What it takes to teach people on their financial journey 05:33 Barry's investigation process of asking questions 07:04 If you're asking the right questions you don't have to know everything 07:24 Why it's not about the product 08:35 How to determine which clients are a good fit and which are not 12:02 Barry's ideal clients 13:48 How to get people to trust you more quickly 17:55 Why Barry attends The Summit