The Advisor Advantage

Kim and Tammi go into the second part of a three-part series where they talk about Kim's community, the Prosperity Economics Community, and how they are all a family that want to grow.

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://prosperityeconomicsadvisors.com/
• [email protected]
• [email protected]

Show Notes

• Purpose and cause leading you - 1:29
• Knowing your purpose and cause - 2:14
• The connection to values - 4:05
• Kim's story - 4:16
• Founding a group that has your values - 6:33
• The deeper aspects behind the values - 7:09
• Invest in ourselves - 8:59
• The need for a community - 9:29
• Trusting your instincts - 11:31

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This is a three-part series for the Advisor Advantage Podcast community. It's about Kim's story about the power of knowing purpose and cause and the power of having a community.

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

• [email protected]
• [email protected]

Show Notes

• The power of having a cause - 2:09
• What is your purpose and cause - 3:01
• A refresher of the Blueprint process - 3:56
• Having more clarity about the vision - 4:43
• Clarity around purpose and cause - 5:41
• Activating life-long service - 6:46
• Why knowing your purpose and cause is important - 9:04
• Truth Concepts as a tool - 11:12

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Tammi and Todd talk about some of the language that comes out about mortgages that may tempt your clients to pay their mortgage early, and more about the truth on mortgages.

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

• Blog on Loan Analysis Calculator: https://truthconcepts.com/buy-now-old/loan-analysis/
• Kim's Book: Busting the Interest Rate Lies: https://www.amazon.com/Busting-Interest-Rate-Lies-Discover/dp/0991305418
• [email protected]

Show Notes

• Decisions made out of fear - 2:09
• Thinking about the payment aspect - 3:00
• Accelerating the payments - 4:46
• The best calculator - 8:39
• Clients want to know the truth - 13:30
• The calculators help us as advisors - 14:57
• Be careful with the language that you use - 16:57
• Come to Truth Training! - 21:12

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On today's Advisor Advantage Podcast, Patrick and Tammi talk about the importance of having confidence when speaking with a new client and how to present yourself to attract other people.

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://paradigmlife.net/about/patrick-donohoe
• [email protected]
• Brue Lee quote:
• "Be like water making its way through cracks. Do not be assertive, but adjust to the object, and you shall find a way around or through it. If nothing within you stays rigid, outward things will disclose themselves. Empty your mind, be formless. Shapeless, like water. If you put water into a cup, it becomes the cup. You put water into a bottle and it becomes the bottle. You put it in a teapot, it becomes the teapot. Now, water can flow or it can crash. Be water, my friend." ― Bruce Lee
• Power vs. Force: https://www.amazon.com/Power-Force-David-Hawkins-M-D/dp/1401945074

Show Notes

• Talking about challenges - 2:42
• A "principle that contributes to 80%" - 3:02
• What you can do with fear - 4:54
• Power vs. Force book - 5:50
• How you can make the difference - 6:40
• Progress is possible - 8:34
• Relationships that provide value - 9:49
• The feeling of neutrality - 10:39
• Do not make excuses - 15:16
• A Bruce Lee quote - 22:46
• How important trust is - 25:08

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This is the final podcast of a three-part series about the power of telling stories. In today's episode, Kim and Tammi talk about how to listen and how to build stories. Also, they share some client questions that you can use.

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 (PEM branded CRM): https://mydynamixpro.com/product/pem-dynamix/
• Client questions:
• What was your life like before you had savings/cash value?
• Why did you buy your first policy?
• Have you had any failures with it?
• What is your life like now that you have it?
• What are your future milestones for it?
• Kim's email: [email protected]
• Tammi's email: [email protected]

Show Notes

• The power of listening to a story - 1:22
• People do not ask good questions - 3:06
• Questions that you can ask to an existing client - 3:40
• Listen to the answer - 4:52
• Why PEM Dynamix could help you - 6:16
• The answer is the secret sauce - 7:46
• How the notes help you - 8:34

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This is the second part of a three-part series episode about the power of telling stories. In this episode, Kim and Tammi talk about how to build your story as an advisor with five questions that you can use to help with storytelling.

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

• What led you into financial services?
• What problem does your work solve?
• What failures have you learned from?
• What is your life like now?
• What is your outlook for the future?

Show Notes

• The five questions - 1:25
• Schools of thoughts - 4:31
• What question would you use to tell your personal story? - 5:35
• Dealing with money - 6:58
• Gaining trust - 7:38
• Banks are not a good place to save money - 9:10
• Financial planning programs - 12:15
• People's stories - 19:31
• The point of starting the Prosperity Economics Movement - 21:55

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This is the first episode of a series of three podcasts about the power of telling stories. Whether you tell your story as an advisor, or you listen to the story of a client. This first podcast is about the power of stories in general.

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 - Dan Sullivan: https://www.amazon.com/Who-Not-How-Accelerating-Teamwork-ebook/dp/B0867ZJ151
• Building a StoryBrand - Donald Miller: https://www.amazon.com/Building-StoryBrand-Clarify-Message-Customers-ebook/dp/B06XFJ2JGR
• Story Corps: https://storycorps.org
• Kim's email: [email protected]
• Tammi's email: [email protected]

Show Notes

• Why this is important for advisors - 1:33
• A book filled with stories - 2:03
• Patrick Donohoe coming to Truth Trainings - 6:20
• Learn about telling stories - 8:07
• Helping clients get better results - 8:57
• The Truth Training story - 10:09
• Connecting to a story - 10:48
• Helping people create stories - 12:01
• All about telling stories in next episode - 15:00

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Kim and Tammi talk about how advisors need to see the value of whole life and how they are not supposed to use verbal gimmicks, so, if you want to understand more about how to help clients, this episode is for you!

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

• Todd's blogs on distributions: https://truthconcepts.com/?s=distribution
• Upcoming Truth Training registration: https://truthconcepts.com/truth-training/

Show Notes

• Talking about gimmicks - 2:21
• A particular gimmick that Kim explains- 3:33
• Shift your thinking - 4:15
• How to utilize your death benefit - 5:11
• Use Todd's Truth Concepts - 6:29
• Borrowing against the cash value - 7:04
• Life insurance as a place to store cash - 8:15
• What happens when you use gimmicks - 11:41
• With gimmicks, you are not helping yourself - 15:48
• Learning at Truth Trainings - 18:17
• The importance of perpetual learning - 19:17
• Attending Truth Training at least ten times - 20:38

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In today's episode, Kim and Tammi talk about the importance of making mental shifts for daily improvements. At the end of the podcast, Kim talks about the next virtual summit in October.

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

• October Summit: https://thesummit4advisors.com/
• Kim's story of seeing the flowers in the weeds: https://www.goodnewsnetwork.org/people-using-chalk-to-label-weeds-growing-in-sidewalks/

Show Notes

• A new special movement - 1:21
• Shifting your thoughts - 1:58
• A consideration for advisors - 4:39
• The idea of shifting - 5:00
• Series of small shifts - 6:50
• All starts with internal shifts - 7:48
• The Summit coming up in October - 11:18
• A new PEM visionary platform - 16:06

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Patrick and Tammi have an interesting conversation about paradoxes and how it can sometimes trap us into disunity.

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

• Patrick Donohoe: [email protected]
• https://paradigmlife.net/about/patrick-donohoe
• https://www.linkedin.com/in/paradigmlife

Show Notes

• Recognize life paradoxes - 1:50
• Interesting paradoxes to think about - 2:18
• The more you learn, the more you realize things that you do not know - 3:19
• The paradox of an advisor - 5:46
• What steps to take - 9:22
• Gaining confidence - 15:14
• Certainty is uncertainty - 15:29

Review, Subscribe and Share

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