The PEA Blog

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...

JD Hill has been through a lot of transitions in his financial career and he talks about what to do to prepare for a transition. He explains to us what his company "Integrity Financial Group" does and challenges that he has faced throughout the years. To learn more...

Tammi shares with us some tips for people that feel they’re struggling and have reached a certain level of boredom within the industry. She also talks about a tool named “Activity tracker”, which helps you focus on activities to maintain your energy. She recommends...

Steve shares with us practical advice on how to change the way your business is running. He also talks about pressure in business and how to manage it. He tells us about acting from a place of integrity and how important mindset is to flourish your business. To learn...

Tammi talks about transitions in financial industries and shares with us the ones she has made in her business. She also talks about how to approach those transitions and how people can transition too. To learn more about the prosperity movement and help you and your...

Bert has chosen to evolve his business over the years and because of it he is more excited and more passionate about the industry than when he was 29 years ago. He tells us how he is allowed to grow not only based on time but also based on his and his family’s desires...

Kim tells us about the top 5 question she asks clients to help them understand the financial truth. She also talks about how she makes them feel like they are not being judged, so they can relax and share more information with her. She shares the importance of making...