The PEA Blog
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 ...
Take Action and Move into a Producer Mindset with Trent Fortner – Episode 189
Trent is the founder and head coach of The Game Time Coaching Program and The Courageous Advisors Mastermind Program. He has created one of the most successful advisor coaching programs in the industry by utilizing his 30 years of experience in this industry as a...
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...
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...
Moving Into a Virtual Environment with Your Client (part 3) – Episode 186
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...
Moving Into a Virtual Environment with Your Client (part 2) – Episode 185
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...
Moving Into a Virtual Environment with Your Client (part 1) – Episode 184
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...
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