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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
By Kim Butler and Tammi Brannan5
77 ratings
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