Tag: financial advisor

Advisor Advantage 218 SQUARE

Dispelling Myths About Mortgages – Episode 218

Tammi and Todd talk about some of the language that comes out about mortgages that may tempt your clients to pay their mortgage early, and more about the truth on mortgages. To learn more about the Prosperity Economics Movement Links and Resources from this Episode Blog on Loan Analysis Calculator: https://truthconcepts.com/buy-now-old/loan-analysis/  Kim’s Book: Busting the Interest Rate Lies: https://www.amazon.com/Busting-Interest-Rate-Lies-Discover/dp/0991305418  Toddp4p@sbcglobal.net  Show Notes Decisions made out of fear – 2:09 Thinking about the payment aspect – 3:00 Accelerating the payments –

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Advisor Advantage 217 SQUARE 1

The Importance of Having Confidence with Patrick Donohoe – Episode 217

On today’s Advisor Advantage Podcast, Patrick and Tammi talk about the importance of having confidence when speaking with a new client and how to present yourself to attract other people.  To learn more about the Prosperity Economics Movement https://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode  Links and Resources from this Episode https://paradigmlife.net/about/patrick-donohoe  pweb@paradigmlife.net  Bruce Lee quote: “Be like water making its way through cracks. Do not be assertive, but adjust to the object, and you shall find a way around or through it. If nothing within

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Advisor Advantage 216 SQUARE

The Power of Telling Stories (part 3) – Episode 216

This is the final podcast of a three-part series about the power of telling stories. In today’s episode, Kim and Tammi talk about how to listen and how to build stories. Also, they share some client questions that you can use.  To learn more about the Prosperity Economics Movement https://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode  Links and Resources from this Episode PEM Dynamix (PEM branded CRM): https://mydynamixpro.com/product/pem-dynamix/  Client questions: What was your life like before you had savings/cash value? Why did you buy your first

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Advisor Advantage 215 SQUARE

The Power of Telling Stories (part 2) – Episode 215

This is the second part of a three-part series episode about the power of telling stories. In this episode, Kim and Tammi talk about how to build your story as an advisor with five questions that you can use to help with storytelling. To learn more about the Prosperity Economics Movement https://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode  Links and Resources from this Episode What led you into financial services? What problem does your work solve? What failures have you learned from? What is your life

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Advisor Advantage 214 SQUARE

The Power of Telling Stories (part 1) – Episode 214

This is the first episode of a series of three podcasts about the power of telling stories. Whether you tell your story as an advisor, or you listen to the story of a client. This first podcast is about the power of stories in general. To learn more about the Prosperity Economics Movement https://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode  Links and Resources from this Episode Who Not How – Dan Sullivan: https://www.amazon.com/Who-Not-How-Accelerating-Teamwork-ebook/dp/B0867ZJ151  Building a StoryBrand – Donald Miller: https://www.amazon.com/Building-StoryBrand-Clarify-Message-Customers-ebook/dp/B06XFJ2JGR  Story Corps: https://storycorps.org  Kim’s email: hello@pem.email 

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Advisor Advantage 213 SQUARE

Using Verbal Gimmicks with Kim Butler – Episode 213

Kim and Tammi talk about how advisors need to see the value of whole life and how they are not supposed to use verbal gimmicks, so, if you want to understand more about how to help clients, this episode is for you!   To learn more about the Prosperity Economics Movement https://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode    Links and Resources from this Episode Todd’s blogs on distributions: https://truthconcepts.com/?s=distribution  Upcoming Truth Training registration: https://truthconcepts.com/truth-training/    Show Notes Talking about gimmicks – 2:21 A particular gimmick

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Advisor Advantage 212 SQUARE

The Importance of Making Mental Shifts with Kim Butler – Episode 212

In today’s episode, Kim and Tammi talk about the importance of making mental shifts for daily improvements. At the end of the podcast, Kim talks about the next virtual summit in October.   To learn more about the Prosperity Economics Movement https://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode    Links and Resources from this Episode October Summit: https://thesummit4advisors.com/  Kim’s story of seeing the flowers in the weeds: https://www.goodnewsnetwork.org/people-using-chalk-to-label-weeds-growing-in-sidewalks/    Show Notes A new special movement – 1:21 Shifting your thoughts – 1:58 A consideration for advisors

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Advisor Advantage 210 SQUARE

Paradoxes Can Sometimes Trap Us Into Disunity with Patrick Donohoe – Episode 210

Patrick and Tammi have an interesting conversation about paradoxes and how it can sometimes trap us into disunity.    To learn more about the Prosperity Economics Movement https://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode    Links and Resources from this Episode Patrick Donohoe: pweb@paradigmlife.net  https://paradigmlife.net/about/patrick-donohoe https://www.linkedin.com/in/paradigmlife   Show Notes Recognize life paradoxes – 1:50 Interesting paradoxes to think about – 2:18 The more you learn, the more you realize things that you do not know – 3:19 The paradox of an advisor – 5:46 What steps

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Advisor Advantage 209 SQUARE

A New Truth Concepts Training with Todd Langford – Episode 209

Todd and Tammi talk about a new Truth Concepts Training event coming up in November. Also, they dive into the 11 Rings book related to Truth Concepts.   To learn more about the Prosperity Economics Movement https://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode    Links and Resources from this Episode 11 Rings: https://www.amazon.com/dp/B00O30HH5Y/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1  Truth Training: https://truthconcepts.com/truth-training/  Todd Langford: Toddp4p@sbcglobal.net    Show Notes A new Truth Concepts Training – 2:47 The numbers represent dollars – 3:19 Talking about concepts – 4:14 Tools for basketball players – 5:09

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Advisor Advantage 208 SQUARE

Reading Impactful Books with Kim Butler – Episode 208

Kim shares two books that she has read and explains why these books will help you in your financial and personal life.    To learn more about the Prosperity Economics Movement https://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode    Links and Resources from this Episode 11 Rings: https://www.amazon.com/dp/B00O30HH5Y/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1  Tribal Leadership: https://www.amazon.com/dp/B006IDG1K6/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1  Kim Butler: hello@pem.email    Show Notes The 11 Rings by Phil Jackson – 1:49 Applying knowledge – 2:58 Why use this book for your business – 4:00 Tribal Leadership as a business book – 5:27

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