250 episodes
The Advisor Advantage Kim Butler and Tammi Brannan
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- Investing
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5.0 • 6 Ratings
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The Advisor Advantage podcast is connecting prosperity economics advisors one to another through financial conversations that challenge the status quo. This weekly show spreads the message of prosperity and shares the alternatives to big banking and Wall Street investing.
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How to Get Into a CRM without So Much Pain
Kim and Tammi talk about Kim’s massive frustration over the last two weeks as she tried to move the database….she did succeed, but there were two weeks of frustration. How do I get into a CRM without so much pain? This episode will tell you how!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
PEM Dynamix training: https://prosperityeconomicsadvisors.com/pemdynamix/ Elizabeth Hagenlocher email: elizabeth@pem.email Kim Butler: p4p@scicreations.com
Show Notes A CRM transfer - 1:38 Complaining about the database transition - 2:54 The unbelievable value of having a CRM - 3:12 How much time it took for the transition - 4:14 The learning curve - 5:42 Give yourself a break - 7:04 Talking about PEM Dynamix - 7:25 Salesforce and Hubspot as CRMs - 8:25 The PEM Dynamix crowd - 9:51 Find the database that works for you - 13:20 Learning the system and being confident - 15:54 It’s not just a CRM… - 19:34
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How to Catch New Information and How to Assimilate It
Kim and Tammi continue their series on how to catch new information and assimilate it… Not get frustrated with yourself and get new ideas on how to assimilate new information.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode Summit 4 Advisors: https://thesummit4advisors.com/ Kim Butler: p4p@scicreations.com
Show Notes How you can assimilate new information - 2:04 Doing something physical with the ideas that you learn - 3:18 Catching and assimilating knowledge - 5:33 How to not get frustrated - 11:51 The three-step environment - 14:28 Actively seeking - 16:00 The June event - 16:13
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes. iTunes Spotify Stitcher -
Taught vs. Caught - How to Assimilate New Information
Taught vs caught information? Kim and Tammi talk about the last summit and how you can assimilate new information. Kim explains the concept: taught vs. caught.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
Summit 4 Advisors: https://thesummit4advisors.com/ Kim Butler: p4p@scicreations.com
Show Notes We have to simplify in order to maximize - 3:29 Coming back repeatedly to the Summit - 5:06 The caught material and taught material - 6:14 Taught vs. Caught - 8:24 You have to get emotionally engaged with the information - 10:19 Being interested in learning - 10:53 The landscape of learning - 12:09 Think on what are you passionate about - 14:12
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here Make sure you’re subscribed to the podcast so you get the latest episodes. iTunes Spotify Stitcher -
The Importance of Iterations (Part 3)
Kim and Tammi discuss part 3 of the importance of iterations on businesses. Also, they dive into the Prosperity Movement and the PEM Collaborative.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
Honorary Membership sign up: https://prosperityeconomicsadvisors.com/ Kim Butler: hello@pem.email
Show Notes The idea of a podcast - 4:05 Kim’s idea for PEM - 5:41 Connecting new advisors to others - 5:56 All human beings have a desire to serve - 6:30 Providing value to people by attending events - 7:33 The PEM collaborative - 10:38 A foundational piece of the honorary membership - 11:31
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
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The Importance of Iterations (Part 2)
On today’s Advisor Advantage Podcast, it’s part 2 of a three-part series on the importance of iterations in our companies. Kim talks about her recent iterations inside the Prosperity Economic Movement and introduces a new member to the team.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
Janet Sims email: janet@pem.email Honorary Membership sign up: https://prosperityeconomicsadvisors.com/ Kim Butler: hello@pem.email
Show Notes Looking forward and getting new perspectives - 1:31 Helping to grow the movement - 2:30 Janet Sims had a shift in her life - 3:06 Reach out to Janet - 8:02 The clarity between Truth Training and the Summit - 8:39 Helping people buy life insurance - 9:41
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
iTunes Spotify Stitcher -
The Importance of Iterations (Part 1)
Tammi and Kim talk about the importance of iterations. Even if it feels that you’re taking a step back, the point is that you’re constantly changing to survive!
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
Kim Butler hello@pem.email
Show Notes Get started and continue to evolve - 1:33 The ability to listen and watch - 2:13 Helping clients buy life insurance - 3:08 Having certainty and uncertainty - 4:46 Looking for opportunities - 6:13 Appreciating the people around us - 8:54 Listen and learn - 10:04 People want a win-win - 12:46
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
iTunes Spotify Stitcher
Customer Reviews
Great resource
The Advisor Advantage podcast has been a great resource for continuing my education, “meeting” and connecting with like-minded advisors, and discovering tools to better help me serve my clients.
Empowering, insightful and actionable! 🙌
Whether you’re already well established as an advisor, or just getting started identifying the impact you want to bring to your clients through your organization - this is a must-listen podcast for you! Kim and Tammi do an incredible job leading conversations that cover a huge breadth of topics related to the ins and outs of building a thriving client-focused practice, and life you can be proud of - from leaders who’ve actually experienced success themselves. Highly recommend listening and subscribing!