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.
Process or product, what’s the difference? Join us as we listen to Kim and Tammi discuss the value that this distinction represents for the clients. To learn more about the prosperity movement and help you and your clients build and keep wealth visit...read more
Manager, product marketer, and trainer, our guest today Brandon Z. Hamilton gives us his insights into the world of managing, training and coaching and the most significant challenges that new advisors are facing today. To learn more about the prosperity movement and...read more
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
Ever wish you could be part of a significant movement? Well, this is your lucky day because on this episode we are joined by our fantastic guest Mike O’Sullivan, a financial advisor of the Prosperity Economics Movement, who is here today to talk about the benefits of...read more
Ever wished your job was more entertaining? Then you can’t miss this episode as we are joined by Steve Savant, a syndicated financial columnist and host of the show “Let's Get Down to Business”, who has provided invaluable help to the insurance industry during his...read more
In this Advisor Advantage Podcast, Tammi talks with a worldwide traveler: Tom Wheelwright. He talks about a network revolution he’s creating, that will ensure that the movement can have access to known CPAs. Tom is creating a certified network for CPAs that would help...read more
Don't miss out on a chance to be part of the First Virtual Summit of the Prosperity Economics Movement to be held on November 29th. Stay tuned as we get all the details of this exciting upcoming event from our guest Patrick Donahoe. To learn more about the prosperity...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 Wednesday June 12th 6 pm to Saturday June 15th 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...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
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