Curtis May talks with host Tammi Brannan about how he chooses which clients to work with and why education is the first step in the process.
To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com
Links in this Episode:
The Summit – www.TheSummit4Advisors.com
00:51 Today’s Guest: Curtis May
01:42 Why it felt like he had his first year 7 times over
03:15 Transitioning from traditional financial planning to alternative investing
05:50 Prosperity economics allows him to teach people a new way of thinking
07:19 Using prosperity tools and helping people think
11:47 Why the first step is to educate
14:11 What Curtis looks for in his initial 30 minute meeting with clients
17:30 How to decide if a client is worth taking on
19:06 We are not in the financial services business. We are in the marketing business.
20:30 Curtis’s #1 objective this year
23:21 Why he’s attending The Summit this year