In today’s Advisor Advantage Podcast, Kim and Tammi talk about the power of a process. Everyone is different with processes from a spectrum of a more simple process to a more complex process: where are you in that spectrum? Which kind of process works best for you?
To learn more about the Prosperity Economics Movement
Links and Resources from this Episode
- The Perpetual Wealth Way: https://prosperityeconomicsadvisors.com/pww/
- Truth Concepts Sales Process: https://truthconcepts.com/steps-for-the-first-truth-concepts-meeting-with-a-client/
- Kolbe: https://www.kolbe.com/kolbe-a-index/
- hello@pem.email
Show Notes
- The idea behind a process – 1:09
- Tammi’s Kolbe language – 1:52
- Five or six financial processes – 2:32
- Being more personalized and confident – 3:25
- Some examples of financial processes – 4:30
- A process inside the Prosperity Economics Movement – 5:50
- Where do you lie in that spectrum? – 6:56
- Using the Kolbe profile – 8:40
- Kim’s Kolbe score – 10:27
- Details and asking questions – 11:32
- Figure out what works for you – 14:40
- Having a process helps you – 15:43
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