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.
In this special edition of the Advisor Advantage podcast, Tammi talks with Patrick Donahoe, one of the leaders of the Prosperity Economics Movement. He talks about his vision for the movement and the integral part that the advisors play in within the movement. To...read more
If you’re looking for new strategies to attract clients this is the episode for you. Kim and Tammi talk about keeping your marketing and message simple and they even share a new real estate strategy you’ll love. In the end, Tammi interviews fellow advisor Caleb...read more
Dates are Tuesday June 11th 6 pm to Friday June 14th 3 pm. Park City Utah Do know Sunday June 19th is Fathers Day...Todd and Kim and Patrick are all staying the weekend and we encourage you to bring your families and hang out, yet we are also stopping the event at 3...read more
This episode is all about how to convert assets into income. We’ll also talk about the importance of the death benefit and life settlements as well. At the end of the podcast, Tammi interviews Greg Gentry at the Summit who has the intellectual capital to share with...read more
Today’s episode is all about retiring, how people wanted to look a retiring and Kim’s most significant advise: to NOT quit working entirely. To learn more about the prosperity movement and help you and your clients build and keep wealth visit...read more
Phases of Financial Progress. Phase 4: Creating The Opportunity, Go Slow And Start Small – Episode 117
Kim talks talks about the phases of financial progress and how in the fourth phase the client begins to create wealth. Also in the advisor section of the podcast we get to listen to Noah Kelsch give his thoughts on the ups and downs we experience in life. To learn...read more
The third phase of financial progress is how people take care of their emergency fund and their emergency opportunity fund. To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com To learn more...read more
The second phase of financial progress is the introduction of whole life insurance. Also Kim and Tammi mention the role of rental properties and the liability umbrella. To learn more about the prosperity movement and help you and your clients build and keep wealth...read more
Kim shares a portion of her infinite wisdom and talks about the first of seven phases of financial progress: The importance of savings. To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com To...read more
In this seventh and final blindspot for personal finance, Kim talks about the things that "sound too good to be true". She talks about how to help clients with this and help them learn about the information that you discover by digging deeper. To learn more about the...read more
In this 6th episode of Kim's seven blind spots of personal finance, Kim talks about a lie: "we invest before we save". We shouldn't invest before we save first. Kim also talks about the importance of teaching the young people to save first. To learn more about the...read more
In this 5th episode of Kim's seven blind spots of personal finance, Kim talks about how a life insurance is only for when you die. She also talks about the death benefit. To learn more about the prosperity movement and help you and your clients build and keep wealth...read more
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