The PEA Blog

Kim and Tammi give a recap of their family retreat: this was their first family retreat that came off with great success, it was so unique! Kim even talks about it in her book, and in today's episode, they will dive into some of the challenges and victories that...

Tammi and Kim talk about how to discern between an ideal client and a not-so-ideal client. Kim shares about how she handled conversations with a couple that weren't her ideal clients. Be sure to stay tuned to learn the importance of working with ideal clients and how...

This is the third of three episodes about moving from a face to face environment with your client, to a virtual environment. Kim and Tammi talk about Truth Concept’s software and resources to learn more about it. Also, they encourage us to move into a virtual...

The second of three episodes about moving from a face to face environment with your client, to a virtual environment. Kim and Tammi discuss some virtual tools that we can use in this difficult time. Stay tuned and enjoy it! To learn more about the Prosperity Economics...

This is the first of three episodes about moving from a face to face environment with your client, to a virtual environment. Kim and Tammi discuss this topic in this difficult time going on right now. Be sure to stay tuned to all three episodes, and learn how to move...

Tammi interviews Todd Langford today! They talk about the previous Truth Training that Todd and Kim recently attended. There will be another training in April, so be sure to mark your calendars because Truth Training™ has been called the “Masters in Finance.”...

On today's Advisor Advantage podcast, Kim Butler shares insights about her new book: Perpetual Wealth. She discusses the ten reasons to buy life insurance for our kids and family legacies. This episode is full of value for you and your clients, so stay tuned, and...

Kim Butler and Todd Langford share their experience at the Abundance360 event. They also dive into what tools can be very useful for advisors. Stay tuned! To learn more about the Prosperity Economics Movement...

Kim Butler shares valuable information in her book, Perpetual Wealth. Today, Kim and Tammi dive deep into the key points of the book: all about family legacies and the 12 things you should know about life insurance, so stay tuned! To learn more about the Prosperity...

Kim and Tammi can help you with identifying your marketing message and your ideal client. They share a story about what the Blueprint process refers to as the “Bullhorn message.” They are going to give you an exercise, a thinking exercise that will help you identify...

Kim explains the seven ways to fund a family bank and acknowledges that every client has a different situation and priorities, so these seven ways are not equal for everybody. It's important as you are working with clients about funding their family bank, to look at...

Kim and Tammi continue their conversation about the key points in her new book, Perpetual Wealth. Today, they talk about the steps to building a family bank. Kim describes how as an advisor, you can share these concepts and help your clients build a family bank....