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.
Principles First, Products Second – Episode 194

Principles First, Products Second – Episode 194

In today’s Advisor Advantage Podcast, Kim and Tammi talk about one of the main subjects for the upcoming virtual summit in June: the approach with clients that Kim and Patrick have and how they help develop a good relationship.   To learn more about the...

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Knowing the Numbers with Todd Langford – Episode 193

Knowing the Numbers with Todd Langford – Episode 193

On today’s podcast, Tammi talks to the creator of Truth Concepts software: Todd Langford! They talk about how numbers are essential and Todd tells us that “If the numbers are right, then they do not matter.” Listen and enjoy Todd’s insights.   To learn more about...

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Family Retreat – Episode 188

Family Retreat – Episode 188

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...

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Working with Non-Ideal Clients – Episode 187

Working with Non-Ideal Clients – Episode 187

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...

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