239 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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A Program Specifically Designed For Financial Advisors with Julie Ann Hepburn
Tammy talks with financial advisor Julie Ann Hepburn about what she has done in her career, and it is remarkable. She has created a system where advisors can create a library of information for their assistants so that their assistants can be successful for them… a program that is just for advisors!
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
Julie Ann's email: info@FinancialVA.com Financial VA website: http://financialva.com/
Show Notes
Being known as “Wonder Woman” - 1:53 Having a virtual assistant - 4:06 Why to hire an assistant - 5:22 What they’ve developed - 6:46 How the virtual assistant can be successful - 8:05 Getting everything set up - 9:24 This is not only for advisors - 18:39
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Having A Special Talent of Communication with Tony Braddock
Tammi talks with Tony Braddock who helps share his special talent of communication. You may or may not have heard of him or spoken with him already, but his goal is to reach out prior to an event of prosperity economics movement and following an event of prosperity economics movement to make sure that our services to you are on point.
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
Tony's email: tonysbraddock@gmail.com Tony's phone: 262-613-2188
Show Notes
Calling you just for feedback - 3:16 Wanting to help you be successful - 3:53 Utilizing Tony’s skillsets - 5:36 Wait for a call from Tony - 6:37 Providing you with a roadmap to help your business - 9:08 People in the movement are truly amazing - 10:24 Get in touch with Tony - 11:54 Getting a valuation from you guys! - 13:12
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Faith Begins with Self-Interest with Michael Isom
Tammi talks with Michael Isom who shares one of his personal philosophies: faith begins with self-interest. Enjoy this interview!
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
Michael's company: http://www.vaultais.com/ Michael's racing: https://www.instagram.com/mobbin_racing/ michael@vaultais.com
Show Notes
Michael’s background - 1:07 Kim’s desire and perspective - 3:07 Talking about Kim Butler and the movement - 4:50 Attending the summits more than once - 6:10 Being a life-long learner - 7:49 Kim Butler as a strategic coach - 9:13 Wisdom begins with self-knowledge - 10:51 It’s not selfishness, it is self-interest - 12:24 It’s okay to want what you want - 13:31 Your number one asset is you - 14:02
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The Kolbe Profile
In today’s Advisor Advantage Podcast, Kim shares her wisdom with us about the Kolbe Profile. This profile is a great tool for understanding who you are and how you best operate.
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
Kolbe: https://www.kolbe.com/kolbe-a-index/ hello@pem.email
Show Notes
What happens when you know your Kolbe score - 1:11 What Kolbe identifies - 2:14 Your intelligence capability - 3:28 The only profile that Kim is aware of - 5:31 How you take action - 8:08 Kolbe as a fast tool for your business - 9:38 Types of Kolbe - 12:36
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The Power of a Process
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
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
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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The Prosperity Ladder
Kim shares a pretty cool tool called “The Prosperity Ladder” which’s a simple process that you can use to explain the power of Whole Life, no matter where they are in their financial journey.
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's book: Busting the Financial Planning Lies: https://www.amazon.com/Busting-Financial-Planning-Lies-Sustainable/dp/1478320044 Kim Butler: hello@pem.email
Show Notes
The Prosperity Ladder tool - 1:17 A connection between work and money - 1:58 The Ladder has two sides - 3:40 Poverty, Subsistence, Comfort, and Prosperity - 4:29 Savings and subsistence - 7:35 Starting to work at owning - 8:12 Starting at the top of the ladder mentally - 8:51 Having some case studies as an advisor - 11:23
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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!
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