The Advisor Advantage

Kim makes a huge announcement about Summit in person this June in Park City! So tune in and listen to details and her big reason why people should attend!

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

• Summit in Park City (in person!): https://thesummit4advisors.com/
• For ideas on content you'd like to have at Summit: [email protected]
• Kim Butler: [email protected] Show Notes
• The Summit in June will be in-person - 0:35
• Going to Park City this year! - 2:18
• Developing the agenda right now - 3:20
• Reason for Summit - 4:17
• The constant improvement of your knowledge - 6:59
• Come to the event with an open mind - 7:48
• What would make you a better human being - 15:22

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Kim and Tammi continue to talk about Kim's two-week frustration about CRMs. They also talk about the power of using quietness in everyday life.

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

• Janet Sims' email: [email protected]
• Kim Butler: [email protected] Show Notes
• The value of having a CRM - 1:04
• Get yourself a CRM database - 1:49
• An idea that can help you move forward - 3:20
• Feeling trapped - 7:03
• Take a moment to sit down and listen - 8:08
• Quiet yourself mentally - 10:02
• Try a few things out - 10:58
• We know when somebody is not listening to us - 13:29
• Helping the prosperity economics movement grow - 16:00 Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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Kim and Tammi talk about Kim's massive frustration over the last two weeks as she tried to move the database….she did succeed, but there were two weeks of frustration. How do I get into a CRM without so much pain? This episode will tell you how!

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

• PEM Dynamix training: https://prosperityeconomicsadvisors.com/pemdynamix/
• Elizabeth Hagenlocher email: [email protected]
• Kim Butler: [email protected] Show Notes
• A CRM transfer - 1:38
• Complaining about the database transition - 2:54
• The unbelievable value of having a CRM - 3:12
• How much time it took for the transition - 4:14
• The learning curve - 5:42
• Give yourself a break - 7:04
• Talking about PEM Dynamix - 7:25
• Salesforce and Hubspot as CRMs - 8:25
• The PEM Dynamix crowd - 9:51
• Find the database that works for you - 13:20
• Learning the system and being confident - 15:54
• It's not just a CRM… - 19:34

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Kim and Tammi continue their series on how to catch new information and assimilate it… Not get frustrated with yourself and get new ideas on how to assimilate 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
• Summit 4 Advisors: https://thesummit4advisors.com/
• Kim Butler: [email protected] Show Notes
• How you can assimilate new information - 2:04
• Doing something physical with the ideas that you learn - 3:18
• Catching and assimilating knowledge - 5:33
• How to not get frustrated - 11:51
• The three-step environment - 14:28
• Actively seeking - 16:00
• The June event - 16:13

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Taught vs caught information? Kim and Tammi talk about the last summit and how you can assimilate new information. Kim explains the concept: taught vs. caught.

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

• Summit 4 Advisors: https://thesummit4advisors.com/
• Kim Butler: [email protected] Show Notes
• We have to simplify in order to maximize - 3:29
• Coming back repeatedly to the Summit - 5:06
• The caught material and taught material - 6:14
• Taught vs. Caught - 8:24
• You have to get emotionally engaged with the information - 10:19
• Being interested in learning - 10:53
• The landscape of learning - 12:09
• Think on what are you passionate about - 14:12 Review, Subscribe and Share If you like what you hear please leave a review by clicking here
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Kim and Tammi discuss part 3 of the importance of iterations on businesses. Also, they dive into the Prosperity Movement and the PEM Collaborative.

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

• Honorary Membership sign up: https://prosperityeconomicsadvisors.com/
• Kim Butler: [email protected] Show Notes
• The idea of a podcast - 4:05
• Kim's idea for PEM - 5:41
• Connecting new advisors to others - 5:56
• All human beings have a desire to serve - 6:30
• Providing value to people by attending events - 7:33
• The PEM collaborative - 10:38
• A foundational piece of the honorary membership - 11:31

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On today's Advisor Advantage Podcast, it's part 2 of a three-part series on the importance of iterations in our companies. Kim talks about her recent iterations inside the Prosperity Economic Movement and introduces a new member to the team.

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

• Janet Sims email: [email protected]
• Honorary Membership sign up: https://prosperityeconomicsadvisors.com/
• Kim Butler: [email protected] Show Notes
• Looking forward and getting new perspectives - 1:31
• Helping to grow the movement - 2:30
• Janet Sims had a shift in her life - 3:06
• Reach out to Janet - 8:02
• The clarity between Truth Training and the Summit - 8:39
• Helping people buy life insurance - 9:41

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Tammi and Kim talk about the importance of iterations. Even if it feels that you're taking a step back, the point is that you're constantly changing to survive!

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

• Kim Butler [email protected] Show Notes
• Get started and continue to evolve - 1:33
• The ability to listen and watch - 2:13
• Helping clients buy life insurance - 3:08
• Having certainty and uncertainty - 4:46
• Looking for opportunities - 6:13
• Appreciating the people around us - 8:54
• Listen and learn - 10:04
• People want a win-win - 12:46 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.
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About a year ago, Kim was really excited because she found another tool that would help advisors be effective for their clients and this tool is a CRM system (Client Relations Management System), it's extra special. It's custom-designed for the Prosperity Economic Movement, if you're looking for a tool that would help you manage systems, listen to this podcast as Tammi interviews Elizabeth Hagenlocher who will explain more about this tool.

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

• PEM Dynamix webinar: https://imobileinnovations.vids.io/videos/1199dfb11f1fe2ca98/pem-dynamix-presentation-mp4?vemail=%7B!email%7D
• Elizabeth Hagenlocher: [email protected]

Show Notes

• All the things that Elizabeth does for the Prosperity
• Economic Movement - 1:29
• Getting educated - 3:25
• What is PEM Dynamix and what it does for advisors - 4:29
• It can save you a lot of time - 5:58
• Truth Concepts as a tool - 6:34
• Advisors can create content - 8:26
• Reach out to Elizabeth if you have any questions - 13:48
• What you should know about PEM Dynamix - 15:25

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On today's Advisor Advantage podcast, Todd Langford gives us an update on Truth Training. He talks about a question that a relatively new advisor asked him, which was: "Why am I coming to Truth Training only to forget the software?" It was a great question and a great discussion to follow!

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

• Next Truth Training: https://truthconcepts.com/truth-training/
• [email protected]

Show Notes

• Truth Concepts training - 1:46
• The livestream side - 2:32
• Every training is different - 3:35
• The nature of learning - 10:55
• Are you here to find the truth or are you here to be right? - 17:52
• The more you come to Truth Training, you'll have more confidence - 20:20
• When is the next in-person Truth Training - 23:48

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

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