The Advisor Advantage Kim Butler and Tammi Brannan

In this episode of the Advisor Advantage Podcast, Janet and Kim Butler discuss the importance of having a track to run on as an advisor and how using the Parallel Paths System can help advisors stay focused and provide value to their clients. They emphasize the importance of being present for the client, listening to their needs, and staying consistent to achieve success.
The podcast also highlights the importance of immersing oneself in continuous learning and development such as attending events, webinars, and coaching calls, as well as utilizing the Truth Concepts calculators to better communicate financial concepts to clients. The Advisor Advantage platform aims to provide whole life friendly advisors with a supportive community, constantly honing their skills to achieve a sustainable business.
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
Get in touch with Janet at janet@pem.email or 936-247-2732 https://prosperityeconomicsadvisors.com/summit-4-advisors/ Connect with Kim Butler Perpetual Wealth Book: https://www.amazon.com/Perpetual-Wealth-Financing-Prosperity-Generations/dp/0991305477 Family Legacy Card Game: https://prosperityeconomics.org/family-legacy-card-game/ Prosperity Thinkers: https://prosperitythinkers.com/ https://www.linkedin.com/in/kimdhbutler/ https://www.facebook.com/kimdhbutler/  


Show Notes The importance of having a track to run on for advisors The value of being confident and authentic with clients by knowing where you're going and what you're going to say as an advisor Using parallel paths as a useful track for advisors and how it can save both the advisor's and client's time in meetings The importance of attending events, webinars, and coaching calls to continuously embed these skills and knowledge as an advisor Incorporating the Truth Concept calculators into your parallel paths and attending the Truth Training to learn and understand the concepts behind the calculators Immersing oneself in the community of whole life friendly advisors and continuously learning and growing professionally
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In this episode of the Advisor Advantage Podcast, Kim Butler and Janet discuss the importance of whole life insurance for advisors and the constant need for improvement in the industry. They mention the value of having a strong foundation in place during times of uncertainty and the necessity of a set of principles or a moral code. The episode also highlights the importance of building relationships with colleagues and peers within the industry and the plan to have individual advisors interviewed on the podcast to share their experiences and stories. The hosts also talk about various books that have helped them in developing a positive mindset and stress the importance of reaching out to other advisors for support and guidance.
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
Get in touch with Janet at janet@pem.email or 936-247-2732 https://prosperityeconomicsadvisors.com/summit-4-advisors/ Manifesto for a Moral Revolution by Jacqueline Novogratz: https://www.amazon.com/Manifesto-Moral-Revolution-Tools-Change/dp/1250222877 Win The Day by Mark Batterson: https://www.amazon.com/Win-Day-Habits-Stress-Accomplish/dp/0593192761 https://prosperityeconomicsadvisors.com/currence/ Connect with Kim Butler Perpetual Wealth Book: https://www.amazon.com/Perpetual-Wealth-Financing-Prosperity-Generations/dp/0991305477 Family Legacy Card Game: https://prosperityeconomics.org/family-legacy-card-game/ Prosperity Thinkers: https://prosperitythinkers.com/ https://www.linkedin.com/in/kimdhbutler/ https://www.facebook.com/kimdhbutler/ 


Show Notes The changes in the advisory business and the constant presence of whole life insurance. Importance of certainty during uncertain times and the role of the Prosperity Economics community in providing support and resources History of the Prosperity Economics Movement and reflections on its growth and development Goal of connecting individual advisors and highlighting their unique work and practices Book recommendations: The Manifesto for a Moral Revolution by Jacqueline Novogratz and Win the Day by Mark Batterson Importance of having a strong moral foundation in the advisory business during uncertain times Request for advisors to share their stories through podcast interviews and collaboration with their peers
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In this episode of the Advisor Advantage Podcast, Kim Butler shares her experience of not being at her best during an important client meeting and how she quickly adjusted her mental state before the meeting. Kim discusses the importance of mindset and how she uses breathwork, spiritual practices, and mental techniques to shift into the right headspace within a short time. Also, she discusses the importance of being authentic with clients, especially when feeling less than perfect, and how practicing techniques and immersing oneself in their business community can lead to success. Lastly, she emphasizes the significance of continuing their journey of personal and professional growth by attending events, webinars, and training sessions.
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
Get in touch with Janet at janet@pem.email or 936-247-2732 https://prosperityeconomicsadvisors.com/summit-4-advisors/ https://youtu.be/3UVeCtC-Omo https://youtu.be/faTGTgid8Uc https://mybiblelesson.com https://www.blueprintprocess.com/ https://www.amazon.com/Path-Wealth-Spiritual-Financial-Abundance-ebook/dp/B00T5H0VQW/ref=sr_1_1?crid=3KOF4MYEC6U9Q&keywords=may+mccarthy+book&qid=1677518901&sprefix=MAY+MCARTHY%2Caps%2C113&sr=8-1 https://prosperityeconomicsadvisors.com/currence/ Connect with Kim Butler Perpetual Wealth Book: https://www.amazon.com/Perpetual-Wealth-Financing-Prosperity-Generations/dp/0991305477 Family Legacy Card Game: https://prosperityeconomics.org/family-legacy-card-game/ Prosperity Thinkers: https://prosperitythinkers.com/ https://www.linkedin.com/in/kimdhbutler/ https://www.facebook.com/kimdhbutler/ 


Show Notes Kim shares her personal experience with adjusting her mindset quickly The role of breathwork and spirituality in shifting mindset Tony Robbins' priming exercise and other physical methods to change mindset Kim's spiritual approach of praising rather than pleading for help before a call The importance of posture and standing up to improve mindset and engagement Being authentic and transparent about your current state with clients The importance of consistency in the parallel paths approach to improve results with clients Embedding important concepts and tools into your practice through repetition and training
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Kim Butler was Janet Sims’ guest on the AA podcast discussing the Prosperity Economic Movement’s Vision. The Prosperity Economic Movement offers whole-life-friendly advisors a clear, proven path to building a sustainable business.
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
Currence is Here to Revolutionize the Way Your Clients Save - Prosperity Economics Advisors Get in touch with Janet at janet@pem.email or 903-822-2144 https://prosperityeconomicsadvisors.com/summit-4-advisors/ Connect with Kim Butler Perpetual Wealth Book Family Legacy Card Game Prosperity Thinkers https://www.linkedin.com/in/kimdhbutler/ https://www.facebook.com/kimdhbutler/ 


Show Notes What is the Prosperity Economic Movement? Upgrading the financial advisory track for clients How to get started with the Prosperity Economic Movement The benefits of using the parallel paths open talk Using the Currence app for financial advisors Transforming a financial advisor’s practice with a linguistics membership Benefits of participating in financial coaching calls Webinars and resources that members can join What to expect for the next episode
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When doing joint work, you’ll realize that “50% of something is better than 100% of nothing.” Joint work promotes motivation to remove the ego and invite an expert for a better outcome.
Kim Butler and Janet Sims share their beliefs that when two experienced people with different strengths come together, they can create an exponential impact. With proven success stories to tell, joint work can help your own career.
Kim and Janet also talk about the importance of joint work in order to provide the best possible service to clients. Joint work allows for different specialists to come together and share their expertise in order to provide a comprehensive service. Their conversation also highlights the Prosperity Economic Movement's efforts to build a roster of known and professional experts in various fields.
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
Get in touch with Janet at janet@pem.email or 936-247-2732 https://prosperityeconomicsadvisors.com/summit-4-advisors/ Connect with Kim Butler Perpetual Wealth Book Family Legacy Card Game Prosperity Thinkers https://www.linkedin.com/in/kimdhbutler/ https://www.facebook.com/kimdhbutler/ 


Show Notes The reasons why advisors don’t do joint work What Truth Training is all about The issue with leads Why people should collaborate and stay in a community Disadvantages of not bringing in an expert Advantages of doing joint work
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Until you are comfortable with your own shell, until you are comfortable helping your client the way they want to be helped, it’s important, as an advisor, to seek help from an expert. Bringing in and working with an expert cannot hurt your ego: Instead, it can lead to your exponential growth.
Janet Sims and Kim Butler discuss joint work in the financial industry and how it can lead to exponential growth. Janet stresses the importance of responding to the client, and how this responsibility includes bringing in experts to help with specific needs. Kim talks about how joint work can involve two life insurance agents, or an insurance agent and another specialist.
Together, Janet and Kim also bring up the importance of bringing in experts to help with specific client needs, rather than trying to do everything yourself. It is important to check your ego at the door and be open to learning from others, to bring out the best in you.
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
Get in touch with Janet at janet@pem.email or 936-247-2732 https://prosperityeconomicsadvisors.com/summit-4-advisors/ Connect with Kim Butler Perpetual Wealth Book Family Legacy Card Game Prosperity Thinkers https://www.linkedin.com/in/kimdhbutler/ https://www.facebook.com/kimdhbutler/ 


Show Notes The importance of joint work in financial services What the mentee can bring to a mentor Checking your ego and bringing in an expert Why you should listen to an experienced advisor Parallel paths in the Prosperity Economics Movement Benefits of joint work The importance of bringing in a specialist Three criteria to measure who needs to be with whom The gift of teaching: How it is a gift in order to learn more
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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