Tag: perpetual wealth

Advisor Advantage 193 SQUARE

Knowing the Numbers with Todd Langford – Episode 193

On today’s podcast, Tammi talks to the creator of Truth Concepts software: Todd Langford! They talk about how numbers are essential and Todd tells us that “If the numbers are right, then they do not matter.” Listen and enjoy Todd’s insights.   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 support@truthconcepts.com  https://truthconcepts.com/blog/  https://truthconcepts.com/tutorials/ tlangford@truthconcepts.com    Show Notes With great power comes great responsibility – 1:44 You cannot have liberty with irresponsible citizens

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Advisor Advantage 192 SQUARE

New Click Funnel Available for PEM Members – Episode 192

As in the previous episode, Tammi and Kim dive into pretty exciting news for PEM members. They talk about marketing, principles, and processes including a new click funnel available for PEM members. 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://mydynamixpro.com/shop/ Show Notes A new click funnel ready for you – 0:34 A second podcast about marketing – 1:12 Kim as a strategic coach – 2:12 Promoting your company – 3:00 It is

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Advisor Advantage 191 SQUARE

The Importance of Starting with Principles and Process – Episode 191

In this episode and the next, Tammi and Kim will dive into pretty exciting news for PEM members. They talk about incredible topics such as marketing, principles, and processes. Today, they will dive into the importance of starting with principles instead of products. 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://pathwayprocess.com  https://thesummit4advisors.com Show Notes Starting with principles – 0:36 How to build your financial practice with integrity – 1:12 Summits of June

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Advisor Advantage 190 SQUARE

Success Despite the Quarantine with Trent Fortner – Episode 190

Tammi talks with Trent Fortner about the great challenges for advisors through the quarantine time and how to overcome it! 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 trent4tnr@gmail.com Trent’s phone: 615-347-1110 Show Notes Helping advisors during quarantine – 1:30 The quarantine challenge – 2:09 How to do business from home – 2:37 Trent’s experience working from home 3:14 Trent’s coaching program – 5:12 Challenges during quarantine – 6:30 The Zoom meeting during

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Advisor Advantage 189 SQUARE

Take Action and Move into a Producer Mindset with Trent Fortner – Episode 189

Trent is the founder and head coach of The Game Time Coaching Program and The Courageous Advisors Mastermind Program. He has created one of the most successful advisor coaching programs in the industry by utilizing his 30 years of experience in this industry as a producer and trainer. In today’s podcast, Trent talks about his new focus on helping advisors move from a consumer’s mindset to a producer’s mindset. Be sure to listen to this episode as Trent gives us

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Advisor Advantage 188 SQUARE

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 occurred during the family retreat. Stay tuned! 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 The client version of Kim’s book Perpetual Wealth: http://www.partners4prosperity.com/perpetual-wealth-book

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Advisor Advantage 187 SQUARE

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 to search for only ideal clients for your business. 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 The Whole Truth videos: https://wholetruth.truthconcepts.com/  Summit 4 Advisors: https://thesummit4advisors.com/

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Advisor Advantage 186 SQUARE

Moving Into a Virtual Environment with Your Client (part 3) – Episode 186

This is the third of three episodes about moving from a face to face environment with your client, to a virtual environment. Kim and Tammi talk about Truth Concept’s software and resources to learn more about it. Also, they encourage us to move into a virtual environment and explain the benefits of doing so. 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://zoom.us/ Truth Concepts resources: http://www.truthconcepts.com/truth-training  http://www.truthconcepts.com/blog  http://www.wholetruthvideos.com/ Show Notes Virtual meetings

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Advisor Advantage 185 SQUARE

Moving Into a Virtual Environment with Your Client (part 2) – Episode 185

The second of three episodes about moving from a face to face environment with your client, to a virtual environment. Kim and Tammi discuss some virtual tools that we can use in this difficult time. Stay tuned and enjoy it! 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 Virtual tools: Phones: http://www.mydynamixpro.com/ Google voice: https://www.ruby.com/lp-reception-services-native-form/?utm_source=paid%20search&utm_campaign=adwords&utm_medium=brand&utm_term=ruby%20receptionist&utm_content=sign%20up&gclid=Cj0KCQjw6sHzBRCbARIsAF8FMpWNlWnEFm0DeUlsZ8AWCJn0lOuM4jFRAcjazKyCl8qQujhuRGv9AwgaAiOhEALw_wcB Amazon’s dogs: https://blog.aboutamazon.com/working-at-amazon/how-much-does-amazon-love-dogs-just-ask-one-of-the-6-000-pups-that-work-here Show Notes Moving into a virtual environment – 0:13 What happens when you are in

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Advisor Advantage 184 SQUARE

Moving Into a Virtual Environment with Your Client (part 1) – Episode 184

This is the first of three episodes about moving from a face to face environment with your client, to a virtual environment. Kim and Tammi discuss this topic in this difficult time going on right now. Be sure to stay tuned to all three episodes, and learn how to move forward into a virtual environment with your client! 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 Kim’s video on virtual meetings: https://partners4prosperity.com/long-distance-solution/ https://zoom.us/

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