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.
Gina Wells shares her strategies that have helped her to attract the right people for her business which make it possible to work Tuesday through Thursdays. Gina also shares insights about how she builds trust and credibility with clients so they feel comfortable to...read more
Kim shares a recent experience of helping a client on a first meeting and how the client totally understood the 7 Principles of Prosperity with a focus on the Multiplier Effect. To learn more about the prosperity movement and help you and your clients build and keep...read more
Anthony Faso shares a brilliant strategy that he used to get more leads, build stronger relationships and provide value to an organization. This win/win/win strategy is something any advisor can implement in their business. To learn more about the prosperity movement...read more
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...read more
Here's what you'll learn about: John Moriarty of e3 Wealth shares how The Prosperity Economics Movement helped transform his company. He delivers specific attributes he sees as exclusive to The Movement that all who commit to can benefit from enormously!...read more
Richard Canfield shares his strategies on how advisors can be good mentors to their clients. Both Tammi and Richard also talk about why it’s critical to have a mentor in your life to help you ask better questions to think bigger and better. To learn more about the...read more
Kim Butler shares her strategy for building a life insurance policy for clients. She goes into detail explaining the 3 costs of the life insurance policy and how she makes it a great solution for the client. To learn more about the prosperity movement and help you and...read more
Ryley Smith worked in the medical industry but felt like there was something greater that was pulling him to work in the financial industry. After making the leap into a new field he talks with Tammi Brannan about how he made the transition and how he’s creating...read more
At The Summit last year, Tim Francis shared a fascinating presentation on how the right assistant can have a dramatic impact on your business. Of course, the “wrong” assistant can also have a dramatic impact…just not in the way we were hoping. Tim’s...read more
Kim Butler talks about a recent case study where she helped a client organize and strategize following the mantra of “go slow, start small.” Tammi and Kim go through the different steps of this plan and also share insights they’ve learned while attending CES in Las...read more
Wade Borth has been in the business for 30 years and in this episode he shares insights on why diversifying with other companies and suppliers can provide valuable options for your clients. His objective is to create win, win, win relationships for clients, suppliers...read more
Lou Pineda recently transitioned from commercial banking to becoming an advisor in the movement. In this conversation Tammi and Lou talk about his transition and why he’s putting focus on growing an advisor team. To learn more about the prosperity movement and help...read more
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