The PEA Blog

Trent Fortner has gone through the peaks and valleys in the financial industry and shares his insights as he mentors and coaches advisors. Together Trent and Tammi talk about how created this turnaround in his career and how he does it for others. To learn more about...

Helping clients understand their many choices can be overwhelming and often lead to inaction. In this episode Kim Butler and Tammi Brannan talk about how to get clients to take action and also how to coordinate alternative investments into your strategy. To learn more...

After facing a terminal illness for nearly a year Noah Kelsch ignited a passion within to provide a better life for his family and for clients. He was able to see that there was more to life than punching a timeclock and he knew there was something greater for him to...

Understanding how to structure alternative investments, manage self directed IRA’s and the role of life insurance are the many topics we cover in this episode. To learn more about the prosperity movement and help you and your clients build and keep wealth visit...

Dan Thompson has expanded his business virtually which has allowed him to meet with more people, be more effective and in many cases make it a more personal experience for clients. In this interview you’ll hear the challenges and rewards of having a virtual business....

Kurt Berry one of the Advisors in the movement comes to us with another case study about a couple in their mid 60’s that is looking to retire. You’ll hear Kim’s insights and how she navigates this conversation with clients to help them prepare financially and...

Walter Hartford was recently hired by Kim Butler and is joining the prosperity economics movement to help advisors with alternative investments and also with the expansion of RIA. To learn more about the prosperity movement and help you and your clients build and keep...

Kim Butler makes an announcement that The Summit will be this July 26th - 29th in Park City, Utah. Together Kim and Tammi talk about how this event will be different this year and the changes to expect. They also discuss the top 3 returns on investment you should...

Mike O’Sullivan is a new advisor and he explains what he’s doing to get ready to start working with clients. Together he and Tammi talk about the different to-do items and strategies he’s taking as he moves forward. To learn more about the prosperity movement and help...

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...