The PEA Blog

In this Podcast, Kim shares the 2nd Blind Spot in personal finance: an Equal Time Frame. She explains the importance of this blind spot and how to use it in our personal finance. To learn more about the prosperity movement and help you and your clients build and keep...

In this podcast, Kim talks about the 1st of 7 Blind Spots about personal finances. Kim wants to share this 7 blind spots because she experienced them herself and believes that through these concepts you can help your clients to use the money better. Also in the...

Ken Greene shares with us how he had used podcasting to grow his business. He lists three reasons why podcasting had helped him grow his business with specific stories. To learn more about the prosperity movement and help you and your clients build and keep wealth...

In this podcast, you can listen to the importance of creating connections and the ones you can make to serve more people. They also mention how podcasting is one of the best ways to establish connections. To learn more about the prosperity movement and help you and...

In today’s episode Kim answers a few questions for those who are brand new agents in the industry. Now that i’m registered in my state, how do I register nationwide? How do I become attached to an insurance company? Why should I stay out of the broker-dealer...

Kim and Tammi share with us some tips about going virtual. They talk about the phone, screen sharing, and the possibility of video. They want to encourage us to use new technologies for reaching our clients in the best way and grow! To learn more about the prosperity...

Tim and Stephen are the owner ASR Alternative Investments. They specialize in the structuring, servicing and management of life settlements and today they talk about some of the key reasons to use alternative investments. To learn more about the prosperity movement...

Kim explains why in some cases is not right to do alternative investments and encourages every advisor to follow their true instinct. To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com To...

Tammi and Kim record a very special episode to celebrate the 100 episode of our podcast. They take a retrospective on how they started this podcast just a year ago and also share their ideas on coaching and advising and how life is all about continuing to produce....

Isis and Pedro Palicio are from Florida, they are advisors and have been married for 35 years. They share the benefits and challenges of working together. To learn more about the prosperity movement and help you and your clients build and keep wealth visit...

Pedro Palicio is a financial adviser from Florida and has been in the industry for 24 years with his wife. He shares with us all the experiences that they had in that period of time. Pedro talks about the change that he and his wife made from doing all ‘face to face’...

Kim is looking for new advisors! She describes who the ideal advisor is and the two types of people she is looking for: people who are in the industry but not in the movement, and those who are looking for an industry switch. To learn more about the prosperity...