In today’s Advisor Advantage Podcast, Kim and Tammi talk about the power of a process. Everyone is different with processes from a spectrum of a more simple process to a more complex process: where are you in that spectrum? Which kind of process works best 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

• The Perpetual Wealth Way: https://prosperityeconomicsadvisors.com/pww/ 
• Truth Concepts Sales Process: https://truthconcepts.com/steps-for-the-first-truth-concepts-meeting-with-a-client/ 
• Kolbe: https://www.kolbe.com/kolbe-a-index/ 
• [email protected] 

 

Show Notes

• The idea behind a process - 1:09
• Tammi’s Kolbe language - 1:52
• Five or six financial processes - 2:32
• Being more personalized and confident - 3:25
• Some examples of financial processes - 4:30
• A process inside the Prosperity Economics Movement - 5:50
• Where do you lie in that spectrum? - 6:56
• Using the Kolbe profile - 8:40
• Kim’s Kolbe score - 10:27
• Details and asking questions - 11:32
• Figure out what works for you - 14:40
• Having a process helps you - 15:43

 

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