The PEA Blog

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...

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...

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...

In the 4th episode of the seven blind spots, Kim talks about how interest rates work, also how banks make money. She uses this to help advisors educate their clients about how important it is to convert interest rates into dollars. She also recommends a particular...

This third blind spot refers to the fact that your own cash has value and this is related to opportunity cost based on how we use our money on a day to day basis. This personal finance blind spot has helped Kim stand apart from other financial advisors since...

In this Podcast, Kim shares the 2nd Blind Spot in personal finance: an Equal Time Frame. She explains the importance of this blind spot and how to use it in our personal finance. To learn more about the prosperity movement and help you and your clients build and keep...

In this podcast, Kim talks about the 1st of 7 Blind Spots about personal finances. Kim wants to share this 7 blind spots because she experienced them herself and believes that through these concepts you can help your clients to use the money better. Also in the...

Ken Greene shares with us how he had used podcasting to grow his business. He lists three reasons why podcasting had helped him grow his business with specific stories. To learn more about the prosperity movement and help you and your clients build and keep wealth...

In this podcast, you can listen to the importance of creating connections and the ones you can make to serve more people. They also mention how podcasting is one of the best ways to establish connections. To learn more about the prosperity movement and help you and...

In today’s episode Kim answers a few questions for those who are brand new agents in the industry. Now that i’m registered in my state, how do I register nationwide? How do I become attached to an insurance company? Why should I stay out of the broker-dealer...

Kim and Tammi share with us some tips about going virtual. They talk about the phone, screen sharing, and the possibility of video. They want to encourage us to use new technologies for reaching our clients in the best way and grow! To learn more about the prosperity...

Tim and Stephen are the owner ASR Alternative Investments. They specialize in the structuring, servicing and management of life settlements and today they talk about some of the key reasons to use alternative investments. To learn more about the prosperity movement...