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.
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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Perpetual Wealth: How to FUND a Family Bank

Perpetual Wealth: How to FUND a Family Bank

Kim explains the seven ways to fund a family bank and acknowledges that every client has a different situation and priorities, so these seven ways are not equal for everybody. It's important as you are working with clients about funding their family bank, to look at...

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