199 episodes
The Advisor Advantage Kim Butler and Tammi Brannan
-
- Investing
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.
-
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 http://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/
Show Notes A case study of ideal clients - 1:01 The clients were interested in life insurance - 1:31 Counseling clients about truth concepts calculators and much more - 2:30 Meeting number three with those clients: What would you do if there's no connection with the client? - 3:10 What is it that you want your money to do? - 4:17 The difference between savings and investing - 5:17 What's a non-ideal client? - 8:08 What happens when your client makes you feel that you're not going in the right direction - 8:33 Experience with clients that are not ideal - 12:31 Kim recommends advisors to focus on what your client wants - 14:56
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 RSS -
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 http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode https://zoom.us/ Kim's video on virtual meetings: https://partners4prosperity.com/long-distance-solution/
Show Notes
Moving into a virtual environment - 0:32 Coronavirus taking over the world - 1:16 An opportunity to switch into a virtual environment - 1:29 The transition from face to face to virtual - 2:53 Things that are not under our control - 3:19 Developing other skills - 4:52 Tammi's experience shifting from face to face to virtual environment - 5:34 Everybody virtually - 6:34 The work environment - 9:04 Kim's experience working virtually - 10:26 Using Zoom as a tool - 15:57 Talking with friends and family using Zoom - 16:33 Kim's long-distance solution video - 18:02 You don’t need to spend a lot of money to get started - 18:35
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 RSS -
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 http://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 a virtual space - 3:00 Starting a conversation with a smile - 4:04 Being ready to start a conversation with your client - 5:20 Establishing a level of trust - 6:58 Setting up new tools for your business - 8:53 Google voice tool - 9:52 Different phone tools and the Truth Concepts calculators - 11:04 Attracting your ideal client - 12:17 Why Tammi and Kim love the use of phones - 13:30 How to do business virtually - 14:43 Amazon's dogs - 16:30 Creating a personal environment - 16:50 Helping clients work online - 17:40
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 RSS -
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 http://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 - 0:23 How to use the Truth Training calculators in your virtual meetings - 0:39 Sharing your screen with zoom - 1:35 Privacy is dead - 2:54 Sharing education with someone - 3:10 Just ask us if there's something virtual that you do not understand - 4:30 Using Truth Concepts software - 5:05 Sharing your screen - 6:07 The ability to know how to use the calculators - 8:36 Using the Whole Truth videos - 9:01 How do you like to learn? - 9:46 Creating a productive virtual environment - 12:19 The attendance to Truth Training - 14:13 Truth Training is 100% accurate - 15:05 Helping clients in more ways and more parts of the country - 16:00 It is all about the TRUTH - 16:32
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 RSS -
Experience the Next Truth Training with Todd Langford - Episode 183
Tammi interviews Todd Langford today! They talk about the previous Truth Training that Todd and Kim recently attended. There will be another training in April, so be sure to mark your calendars because Truth Training™ has been called the “Masters in Finance.” You will leave the event with the ability to demonstrate complex financial concepts in a way that clients can understand and take action.
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 https://truthconcepts.com/truth-training/
Show Notes Talking about life insurance - 2:13 The power of life insurance - 2:50 What happens after death occurs? - 4:54 Impacting lives - 6:06 What you'll do at a Truth Training - 6:45 The education process of a Truth Training - 7:06 Focusing on the client - 9:54 An example from the last Truth Training - 11:55 Being influential and helping clients make decisions - 13:14 The Truth Training: standing by the truth - 15:25 When will be the next Truth Training? - 18:01 Love what you are doing - 19:51
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 RSS -
10 Reasons to Buy Life Insurance for Our Kids with Kim Butler - Episode 182
On today's Advisor Advantage podcast, Kim Butler shares insights about her new book: Perpetual Wealth. She discusses the ten reasons to buy life insurance for our kids and family legacies. This episode is full of value for you and your clients, so stay tuned, and enjoy!
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 https://partners4prosperity.com/perpetual-wealth-book/
Show Notes Ten reasons to buy life insurance for our kids - 1:50 Explaining why to buy life insurance - 3:04 Teaching valuable financial skills - 9:59 Having estate plan benefits - 4:31 Rate of return on a life insurance policy - 7:35 The importance of having financial literacy - 9:18 Explaining the concept of maximizing - 13:14 Being cognizant of the difference between maximizing and optimizing - 13:59
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 RSS
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!
