The Advisor Advantage

The Importance of Starting with Principles and Process - Episode 191

04.23.2020 - By Kim Butler and Tammi BrannanPlay

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In this episode and the next, Tammi and Kim will dive into pretty exciting news for PEM members. They talk about incredible topics such as marketing, principles, and processes. Today, they will dive into the importance of starting with principles instead of products.  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://pathwayprocess.com  https://thesummit4advisors.com    Show Notes Starting with principles - 0:36 How to build your financial practice with integrity - 1:12 Summits of June and October - 2:26 The idea of principles first - 2:58 Humanize the exceptional - 5:03 Talking about products - 7:22 Our process needs to be all about the client - 9:10 Why we feel that a process is a bad thing - 10:37 Backstage steps vs front stage steps - 13:30 Tammi’s stages in her process - 14:55 Clients want to feel the connection with you - 15:31 Principles, processes, and products - 15:54   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. iTunes Spotify Stitcher RSS

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