The Advisor Advantage

What's in it for me?

Continuing with where they left off the last episode, Tammi and Kim talk about the Prosperity Economics Movement. Kim also shares what is in for advisors: What are the benefits and the content that they can use once they sign up.

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

• The Honorary Membership
• https://prosperityeconomics.org/ Show Notes
• What today's topics are all about. - 1:08
• As an advisor, what is in it for me? - 2:02
• The new content. - 4:09
• How to avail it? - 6:19
• The non-profit movement. - 8:29
• What's the second-level training all about? - 10:10

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Whether it is for your business, your career, or even your life, having a mentor is crucial for continuity. However, looking for a great mentor can be a hit or miss: You might have to undergo a series of advisors to find someone who can work with you, your goals, and the obstacles.

Continuing her interview with Kim Butler, Tammi and Kim talk about the different resources that people can use to start with. Kim also discusses the reasons why she and her team are providing information for free: It's going to make an impact, not only to the advisors but also to the clients and their families.

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

• Launch by Jeff Walker
• https://prosperityeconomicsadvisors.com/membership/ Show Notes
• What the topics for today are all about. - 0:07
• The sense of evolution and evolving as a person. - 0:56
• Is maintenance a thing? - 2:33
• It's hard to admit that what you're doing isn't working. - 7:29
• The free resources where people can start. - 8:10
• What's the reason why Kim and the team provide so much information for free? - 9:31
• Hoping to mold and shape the next generation of advisors. - 13:57
• The consequences of the straight and narrow path. - 16:54

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Budgeting sucks! Do you also think the same way?

In the second part of her interview with Kim Butler, Tammi and Kim continue their discussion about Untethered Aging. Together, they also talked about how people spend their money based on research. Kim also shared the top six success in living attributes. Kim and Tammi also agreed that during the start of the conversation, you should have the confidence to ask tough questions about the other person's finances.

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

• Untethered Aging
• Life Expectancy
• Entrepreneurial Leap
• Budgeting Sucks
• Planning & Progress Study 2019 Show Notes
• Continuing the discussion about Untethered Aging - 0:19
• The book that caused Kim to deep dive for two hours straight and stop her from what she's doing - 3:55
• It's the cause, not the corporation. - 6:41
• How do people spend their money based on research? - 9:44
• We all know that budgeting doesn't really work. - 11:36
• The top six successes in living attributes. - 13:16
• Nearly three-quarters of the people are reported to be more comfortable reducing risks to ensure the safety and stability of their savings and investments even if it means the potential for lower returns. - 15:14
• Have the confidence to ask the tough questions early in the conversation about the person's finances. - 17:14
• Time is one of our most valuable assets. - 20:38

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How can you build a process, whether it's for your business or your community?

Tammi welcomes Kim Butler to center their conversation regarding building communities. Kim shares several quotes from the Untethered Aging book which can help establish different processes in the business. If you are looking to control and manage the processes and outcomes in your business, stay tuned to this episode.

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

• Untethered Aging
• The Summit for Prosperity Economics Advisors (Virtual) on October 28 to 29, 2021 Show Notes
• Building communities: The power of community. - 1:54
• What's the certainty that comes with business collaboration? - 2:37
• The people that are in the room at the Prosperity Economics
• Events are all about giving first. - 5:17
• It isn't about the leaders. It's about the members and their relationship with each other. - 7:54
• I believe that a big part of that trust is a failure, learning from failures, openness, and vulnerability. - 9:52
• The framework is the structure that will create the process and control and manage the processes and the outcomes. - 11:19

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Tammi talks with Todd Langford about a whole life being tax-free that could be misleading and set up failure with your clients. The severe lack of trust will result in a lack of referrals. If you want to get the language right about your whole life and how it relates to taxes, listen to this episode!

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
• To register for the next Truth Training: https://truthconcepts.com/truth-training/
• https://www.linkedin.com/in/truthconceptssoftware Show Notes
• Why tax-deferred is better - 3:18
• Paying taxes in the future - 3:54
• The premiums of whole life - 5:55
• Being honest in how it works - 7:24
• Losing any potential referrals - 8:47
• Doing the best you can for your clients - 12:53

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Tammi interviews Todd Langford, they talk about the importance of growth. Todd has a great example because he took an opportunity to do something that required a lot of time to be done. He talks about the benefits of doing that and the importance of investing in growth, he also dives into the updating of the Truth Concepts Calculators.

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
• Truth Training: https://truthconcepts.com/truth-training/ Show Notes
• The construction zone of the Truth Concepts software - 1:59
• It's important to the clients - 4:41
• A needed expansion - 5:09
• Announcing something for Truth Concepts - 5:55
• Nobody likes change - 6:30
• Having solid numbers to talk to clients about some concepts - 8:15
• Shifting our thinking - 11:20
• Come to the next Truth Training! - 13:08
• Making the product more effective for the users - 15:46
• We all like results - 17:37
• The change will happen! - 18:55

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Tammi talks with Todd Langford who has become aware of a type of selling that's more on the sale than the client. If this type of selling has crossed your path, Todd describes a different type of selling that will make you feel better about yourself.

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
• https://truthconcepts.com/
• https://www.linkedin.com/in/truthconceptssoftware Show Notes
• Doing things that aren't true and are outside of integrity - 1:59
• Approaching sales from a manipulative perspective - 6:02
• Solving the problem - 7:31
• The optimal version - 9:03
• Agenda vs. customized approach - 10:56
• Improving a client's life - 14:21
• The client should always be the hero - 16:48

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Tammi shares one of her experiences where she did not follow one of Dan Sullivan's advice in his recent book: Who, not how. If you want to hear Tammi's story, check out this episode!

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
• Who Not How: https://www.amazon.com/Who-Not-How-Accelerating-Teamwork-ebook/dp/B0867ZJ151
• Financial VA: https://financialva.com/
• Kim Butler: [email protected] Show Notes
• Something relevant for the advisor's community - 2:17
• Tammi's story - 4:28
• What Costa Rica requires to travel there - 6:42
• What happened to Tammi's trip - 8:40
• Having faith that you'll get to the results - 15:15
• Kolbe always helps - 17:47
• When you need to hire someone - 19:33

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Today's podcast is part of last week's episode where Tammi and Kim talked about how to best help prospecting clients and regular clients how to accept new ways of thinking. Kim and Tammi share Vince D'Addona's parallel paths and where you can access this simple tool that helps engage a client with new information.

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
• Evolve Membership: https://prosperityeconomicsadvisors.com/membership/
• The Parasitic Mind: https://www.amazon.com/dp/B0853F4VKP/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1
• Kim Butler: [email protected] Show Notes
• What's a mental framework and how you can use it - 1:32
• A quote that Kim shares from a book - 3:34
• Why Truth Concepts is also a framework - 5:56
• The power of a framework is huge - 6:50
• Parallel Paths as a fabulous framework - 9:12
• Training on parallel paths - 13:32
• Creating value for people - 15:09

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Kim and Tammi talk about one of the biggest challenges that advisors face: getting their clients or prospecting clients to open their minds to new information. Kim and Tammi found that this is a challenge for them as well.

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
• The Parasitic Mind: https://www.amazon.com/dp/B0853F4VKP/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1
• Summit for Advisors: https://thesummit4advisors.com/
• Kim Butler: [email protected] Show Notes
• Shifting the content to provide - 3:56
• Going forward despite the new information - 5:29
• The addition of new information that makes a massive difference - 7:00
• 40 years in the business - 9:38
• Attending events helps you to grow and learn - 11:19

Review, Subscribe and Share If you like what you hear please leave a review by clicking here

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