2-Day Deep Dive Virtual Summit
Learn how to properly leverage your resources
get ready to learn about Mindset finance education
Emerging with Language
The Summit for Prosperity Economics Advisors brings seasoned financial advisors together (virtually) for raw, honest discussions about what works and what doesn’t in our practices.
Our speakers include:
- Kim Butler on Visioneering
- Tammi Brannan on Soul to Service
- Vince D’Addona on Why Your Language Matters
- Patrick Donohoe on Your Narrative
- Todd Langford on Proof of Concept
And more.
DON'T MISS This special virtual event!
Maintain momentum from previous Summits to build your business for the long-term
- See the benefits of Parallel Paths in action from October Summit attendees who are already experiencing results
- Witness the skill of industry veterans applied to actual cases demonstrating “Getting to Z”
- Learn how others are using the Paradigm Portal to help clients
Hear from past attendees on how the Summit has impacted them:
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"The connections I've made with other advisors at the Summit have been very valuable."
- Loran O'Dell, PEA Member
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"There was not one single wasted minute in this event—I learned so much and I'm incredible grateful I came."
- Ken Greene, PEA Member
get ready to learn about whole life finance education
The Summit for Prosperity Economics Advisors
What? Another Summit?
Why do I want to be there?
This Virtual Summit gives us the chance to gather community, share intel and learn from each other, so we can better serve our clients.
It’s access to proven business-building resources you won’t find anywhere else:
- Discover cutting-edge ideas for how to grow your business
- Discuss time-tested wealth-building blueprints, procedures, and products
- Transform your standard sales approach into a principled wealth strategy
- Learn how to revolutionize the advisor/client relationship
- Explore new wealth principles curated for today’s economic climate
- Acquire fresh strategies for running your business remotely with ease
- Get prepared for big changes coming in the future of financial services
Virtual Summit schedule
All Times Mountain Time
DAY 1
- 9:00 AM Kim & Todd & Patrick, Welcome
- 9:30 AM, Business Session
- 10:00 AM Zach Geist/Michael, Student Loans
- 11:00 AM, Break
- 11:00 AM Brittany Button, Long Term Care
- 11:30 AM Donnie Beaty, Disability
- 12:00 PM, LUNCH
- 12:30 PM Kim Intro
- 12:40 PM Tammi Brannan, Soul to Service
- 1:00 PM Julie Ann Hepburn, Virtual Assistants
- 1:40 PM Alison Klein, Insurance License
- 2:00 PM, BREAK
- 2:10 PM Dr. Katy, Health Insurance
- 2:30 PM Jennie Steed, Field Speaker
- 3:00 PM, BREAK
- 3:15 PM Mark Bertrang, Field Speaker
- 3:30 PM Panel of Field Speakers
- 4:00 PM Janet Sims, Benefits of Joint Work + Mentor Discussion
- 5:00 PM, Finished for the day!
DAY 2
- 9:00 AM Kim & Todd & Patrick, Positive Focus
- 9:30 AM Todd Langford, CF for HLV & Max Pot for Parallel Paths
- 10:00 AM, Break
- 10:00 AM Tom Wheelwright, CPA
- 10:30 AM Tiffany Bisconer, Research and Development Credits
- 11:00 AM Terri Johnson, Cost Segregation
- 11:45 AM wrap up and large group share
- 12:00 PM, LUNCH
- 12:30 PM Kim Intro
- 12:30 PM Jim Burch, Wills and Trusts
- 1:00 PM Rick Randall, Beneficiary Course
- 1:30 PM, Surprise Panel of Field Speakers
- 2:00 PM Focus Wheel Work
- 3:00 PM Vince D’Addona, Linguistics and Parallel Paths
- 3:30 PM Scorecard and Frameworks work
- 4:00 PM Janet and Elizabeth, Available until 5 for Evolve Membership Q&A
- 5:00 PM, Finished!
get ready to learn about whole life finance education
The Summit for Prosperity Economics Advisors
Want to learn more? Hear from the PEA Founders HERE >>>
Play Video
Hear what attendees thought of the
2022 February PEA Summit
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- Chris Tormey, Fairfield, Connecticut
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- Michael Baker
Access to Exclusive Resources
The Summit for Prosperity Economics Advisors is THE event where you will be able to access business-building resources you will not find anywhere else.
This event is about YOU and other like-minded advisors who recognize that financial planning has failed and there are much better alternatives to handing our clients’ financial futures over to Wall Street and the Government.
- Transform your standard sales approach into a principled wealth strategy that gives your clients what they are really looking for.
- Strategies to efficiently operate your business virtually.
- New wealth principles that have been curated to work in today’s economic climate, prepared just for you.
- Tactics to embrace the future of financial services.
- All video recordings and material presented will be handed over to each attendee at the conclusion of the event.
- New ideas and resources to grow your business.
- Learn how to revolutionize the advisor/client relationship by eliminating standardized fees and other charges that hinder financial performance.
- Converse with like minded financial advisors about your specific challenges to find solutions.
- Time-tested wealth-building blueprints, procedures, and products, such as whole life insurance, also real estate and business ownership, as opposed to stocks and qualified plans.
- Enlightening discussions about how to get more out of your own life insurance, money and life using alternative investments.
- Shave years off the Financial Advising Industry learning curve and shortcut your way to success.
- Business building resources not available anywhere else.
"I really, really value and trust what Kim & Todd have to say, because I know they have no other agenda, but to help me serve others better." 🙌
I cannot say enough about how inspiring the presenters and attendees were to me.
Many of them have been in the industry for 20, 30, 40+ years, and are extremely knowledgeable and even more excited about the future even despite these uncertain times. They were open, welcoming, friendly and humble. It was an honor to be in the same room as this soulful group. I cannot wait for next month’s summit! Thank you, thank you, to all the presenters, Kim, Todd and Patrick!”
The Summit was an amazing program…one of the best I have ever experienced during my 38 years in the Insurance business.
The topics and presenters were all 1st class, but the chemistry in the room between presenter and audience, and the audience with vendors, and especially attendees with attendees was unprecedented in our Financial Services Industry.”
Summit Online
$ 1997 Members pricing = $497!
- ALL-ACCESS VIRTUAL TICKET
- Group Practice Diagnostic 60 Min session with PEA Founders
Save now!
MEMBERS PAY $497
Discount code for PEA Members
available on course dashboard.
A message from our PEA Founders
For the last decade we’ve been obsessed with making this Summit all about YOU. This isn’t about making yourself better, but growing a community of like-minded advisors and delivering amazing products & services to our clients. We believe that your mindset is the most important building block of your client interactions.
Your mindset should be focused on the following:
- Inspiration
- Education
- Activation
Take action now, and we’ll see you at the Summit!
Best,
Kim D. H. Butler | Todd Langford | Patrick Donohoe
P.S. We want to make sure you don’t miss out on all of the great information on becoming an advisors. We are always happy to help, BUT what are you waiting for? Register now!
Contact us at support@pem.email
FAQ
Most frequent questions & answers
Each person attending The Summit for Advisors needs to have their own ticket. This means that each attendee needs to use a unique email address during the checkout process. You are only able to purchase one ticket at a time. To purchase multiple tickets, you will go through The Summit checkout again and you will need to add a different email address for that person.
For example, Jane Advisor, purchases an in-person Summit ticket with janeadvisor@xyz.com. She wants her executive assistant, Mike Assistant, to attend the online version of Summit, Jane Advisor will need to purchase a separate ticket using Mike Assistant’s email mikeassistant@xyz.com. If you need further assistance, please contact us at support@pem.email.
For example, Jane Advisor, purchases an in-person Summit ticket with janeadvisor@xyz.com. She wants her executive assistant, Mike Assistant, to attend the online version of Summit, Jane Advisor will need to purchase a separate ticket using Mike Assistant’s email mikeassistant@xyz.com. If you need further assistance, please contact us at support@pem.email.
If like-minded advisors can help each other, we all win. Rather than competing against each other or focusing on which life insurance company is “the best,” The Summit was created so we can help each other to help more clients.
Although Todd Langford will be speaking and hosting, The SUMMIT is not a “Truth Concepts” event. You will get the full value of this event regardless of what software system you use. If you have attended Truth Training you’ll definitely enjoy The SUMMIT, but there will be extremely little overlap in content.
If you apply what you learn at the event, it could be one of the fastest ways for you to take a giant step forward in your business and shave years off of your learning curve! You’ll get to meet top producers and hear what they’re doing, and mastermind with like-minded advisors about your specific challenges. Regardless of how new you are in the business, The SUMMIT is designed to help you SHORTCUT your way to success by learning from others and benefiting from the wisdom and support of others.
YES! If after the last session on our first full day, you aren’t convinced that you are in exactly the right place, with the right community and resources to elevate your business to make the impact that you desire, then let us know and we will cheerfully refund your ticket price!
No problem, contact us at support@pem.email, we’re happy to help.
We’re strong believers in the idea that everyone should be in growth mode (“if you ain’t living, you’re dying”) and growth requires constant effort. That being said we believe a great way to grow is attend a live (virtual or face) event at least 3 times a year and that is the pace we’ve been on and intend/encourage people to maintain. So this Summit will build off the previous one and the next one will build off of this one.
Furthermore, there will be different speakers each time. Kim, Todd, & Patrick curate what we think is best for the trimester ahead and bring their best game to the event, along with other outside speakers as appropriate. Additionally, we hope to include other Prosperity Economics Advisors as speakers too. Get yourself set up on a business cycle of an event every tri-mester (3 times a year) so you can feel supported, encouraged, and be held accountable to the vision you have for your life.
Furthermore, there will be different speakers each time. Kim, Todd, & Patrick curate what we think is best for the trimester ahead and bring their best game to the event, along with other outside speakers as appropriate. Additionally, we hope to include other Prosperity Economics Advisors as speakers too. Get yourself set up on a business cycle of an event every tri-mester (3 times a year) so you can feel supported, encouraged, and be held accountable to the vision you have for your life.
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22790 Hwy 259 South Mt. Enterprise, TX 7568
903-822-2144
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