Eliminate Up To 65% Of Your Administrative Tasks
Unlock the power of automation with PEM Dynamix. A Customer Relationship Management software designed for Whole Life Insurance Advisors
Discover the power of automation today by taking the PEMdynamix Masterclass lead by Kim Butler & Brian Bailey!
Let PEMdynamix do the heavy lifting for you
PEM Dynamix CRM (customer relationship manager) is a solution for all Prosperity Economics Advisors who want to send principled, properly worded, consistently delivered information to their prospects and clients in an automated way.
Kim’s PEM Dynamix CRM is filled with Prosperity Economics newsletters, video scripts, marketing tools, workflow automation, written materials, client engagement, and training on how to implement it all.
This online platform drives your online presence and reduces your administrative tasks, allowing you to do what you do best…help more people in more ways!
Unlock the Power of Automation
Automation Sequences
Utilize automated follow-up and nurture sequences to keep your clients engaged and informed.
Client Touch
Engage and convert prospects into clients, while increasing the lifetime value of your clients through consistent engagement.
Prospect Capture System
Customize pages and forms to capture leads from a variety of sources and integrate them with your sales process.
Custom Dashboards
Analyze the performance of your automations and sales efforts with dynamic visuals.
One of America’s Most Influential Financial Advisors
- Investopedia
- Ranked one of Investopedia’s Top 100 Financial Advisors 4 years in a row (2017-2020)
- Co-founder of the Prosperity Economics Movement
- Author of 7 books, from Real Estate Investing to Retirement Planning
- Co-host of ‘The Prosperity Podcast’ since 2015
- Serving clients in all 50 states.
Register for the PEM Dynamix Masterclass Today!
Learn how you can unlock all of what PEMdynamix has to offer from Insurance Experts who helped design the system. Let Kim Butler & Brian Bailees show you how you can eliminate up to 65% of your administrative tasks with “Push Button Automation”.
Trusted By Advisors
The Preferred CRM for Prosperity Economics Advisors
A community of advisors who’s focus is on sustainable financial solutions that have stood the test of time. Advocating high cash value whole life insurance and investments that are not subject to stock market risks. Many members of the Prosperity Economics Community utilize PEMdynamix for the marketing and automation tools available. The positive response from our community gives us confidence in this unique CRM and inspires constant product analysis and innovation.
Register for the PEM Dynamix Masterclass Today!
Learn how you can unlock all of what PEMdynamix has to offer from Insurance Experts who helped design the system. Let Kim Butler & Brian Bailees show you how you can eliminate up to 65% of your administrative tasks with “Push Button Automation”.
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