The PEA Blog

Welcome to the Prosperity Economics Advisors blog! You’ll find announcements and recordings of Teleclasses here, as well as other things you’ll want to know about, from marketing and success tips to articles of interest to advisors.

How To Get a Client Started – Episode 69

When working with new clients the success of our meetings are often determined by the quality of the questions we ask. In today’s episode Tammi asks Kim how she navigates the first appointment with a client and what she does to make it a win/win experience. Together...

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Having The Grit To Move Forward – Episode 59

Grit is the essential element that pushes us through difficult times and keeps us on track as we pursue our vision. Kim and Tammi talk about why grit is so critical right now and also share insights they gained from attending the CES show in Las Vegas this year. To...

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