The PEA Blog
When and If to Bring in Another Advisor with Kim Butler – Episode 201
Kim and Tammi discuss the question WHEN and IF to bring in another advisor to help you answer the questions with your client. They discuss the three ways to get the information that you need without having to bring in another advisor, if that’s an issue for you, you...
12 Questions For a First Meeting with a Client with Kim Butler – Episode 200
Kim Butler shares the 12 questions she uses in the first meeting with a client to get information from them, so she can optimize their financial strategy. To learn more about the Prosperity Economics Movement...
Revolutionize the Marketing Industry with Mike Brevik – Episode 199
Marketing and branding expert Mike Brevik with CyberDogz, is with Tammi in today’s episode! If you feel that your brand needs to take a step up to the next level, this is the interview that you should listen to. Enjoy! To learn more about the Prosperity...
Finding Your Path to Success with Trent Fortner – Episode 198
Helping advisors figure out how to reach their goals, that’s today's topic! Trent and Tammi talk about finding your unique approach and your path to success. To learn more about the Prosperity Economics Movement...
Having An Unique Message with Elizabeth Hagenlocher – Episode 197
How do you feel about setting up a blog or setting up your social media? In today’s episode, Tammi dives into this topic with special guest Elizabeth Hagenlocher. Tammi and Elizabeth also talk about how they met each other and what is Elizabeth’s “superpower.” ...
Virtual Summit in June – Episode 196
Kim and Tammi talk about the virtual summit coming up in June! They give us details and how to register for it. Kim shares the structure of the virtual summit and how it can change your business for the better. To learn more about the Prosperity Economics...
Specific Benefits of the New PEM Dynamix Customer Service – Episode 195
Tammi and Kim talk about the new way PEM has created for you, the advisor, to manage your clients! It’s good for the industry and specifically for PEM philosophy. To learn more about the Prosperity Economics Movement...
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...
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...
New Click Funnel Available for PEM Members – Episode 192
As in the previous episode, Tammi and Kim dive into pretty exciting news for PEM members. They talk about marketing, principles, and processes including a new click funnel available for PEM members. To learn more about the Prosperity Economics Movement...
The Importance of Starting with Principles and Process – Episode 191
In this episode and the next, Tammi and Kim will dive into pretty exciting news for PEM members. They talk about incredible topics such as marketing, principles, and processes. Today, they will dive into the importance of starting with principles instead of products....
Success Despite the Quarantine with Trent Fortner – Episode 190
Tammi talks with Trent Fortner about the great challenges for advisors through the quarantine time and how to overcome it! To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode ...
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