303 episodes

The Advisor Advantage podcast is connecting Prosperity Economics Advisors one to another through financial conversations that challenge the status quo. This show spreads the message of prosperity and shares the alternatives to big banking and Wall Street investing.

The Advisor Advantage Kim Butler and Tammi Brannan

    • Business
    • 5.0 • 7 Ratings

The Advisor Advantage podcast is connecting Prosperity Economics Advisors one to another through financial conversations that challenge the status quo. This show spreads the message of prosperity and shares the alternatives to big banking and Wall Street investing.

    Strengthening Our Ability to Help People with Kim Butler

    Strengthening Our Ability to Help People with Kim Butler

    Janet Sims and Kim Butler share the vision and collaboration we, at Prosperity Economics Movement, are currently discussing with other like-minded whole life friendly organizations to strengthen our ability to help people.
    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/ Partner Link: https://gravystack.com/advisor   Book Link: https://a.co/d/cU33ny1 https://prosperityeconomicsadvisors.com/ https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/?ref=share_group_link    

    Show Notes
    Kim gives her perspective on what 'dating' in business means, likening it to cautiously checking things out before commitment Discussion on a group meeting they had in Nashville, Tennessee which is compared to a 'group date' The group's decision to 'date' and their plans for the future Query about the vision being built within the movement The origins of the prosperity economics movement and its contributors Sharing an example of a bad sales experience as a cautionary reminder The aims of an advisor-friendly space that facilitates authenticity The three core tenets of the community: Principles, clear language, and numerical proof of concept The importance of urgency and communication in the client-advisor relationship
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    • 12 min
    How Do You Know When It's Time To…? with Kim Butler

    How Do You Know When It's Time To…? with Kim Butler

    Janet Sims and Kim Butler discuss a myriad of questions advisor’s typically have concerns about so we asked the question ”How do you know when it’s time to (fill in the blank)?”
    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/ Partner Link: https://gravystack.com/advisor   Book Link: https://a.co/d/cU33ny1 https://prosperityeconomicsadvisors.com/ https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/?ref=share_group_link    

    Show Notes
    How Kim’s love for learning has shaped her approach as an advisor The importance of constant growth and education Use of social media by advisors and the difficulty some face in adapting to it The role of a Fractional CMO and how it can help in marketing efforts How do you know when it's time to better serve your existing clients? Tendency of advisors to prioritize new sales over serving existing clients and emphasizes the need for change in this regard How do you know it's time to hire a virtual assistant? The importance of getting virtual assistant help early Step-by-step process of hiring and training a virtual assistant How do you know when it's time to ask for help on a case? The importance of joint work and collaboration in success for advisors
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    • 13 min
    Challenges Financial Advisors Face When Trying to Balance Simplicity with Completeness with Todd Langford

    Challenges Financial Advisors Face When Trying to Balance Simplicity with Completeness with Todd Langford

    In this podcast, Todd Langford, developer of Truth Concepts tools, discusses how these tools aid financial advisors in providing clear, accurate information to clients, dispelling common misconceptions. He highlights the advisor's critical role in diagnosing economic health, creating personalized financial strategies, predicting potential problems, and encouraging financial adaptability.
    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/ Partner Link: https://gravystack.com/advisor   Book Link: https://a.co/d/cU33ny1 Connect with Todd Langford https://truthconcepts.com/about/ https://www.linkedin.com/in/truthconceptssoftware 
    Show Notes
    The principle of uncertainty Analogy between predictable and unpredictable elements of financial decisions and roller coasters Google Ads as a form of positive risk Analogy between the financial industry and witch doctors How to use tools and training to make financial decisions more relatable to clients Equipping financial advisors with tools to help their clients make informed decisions Managing clients' expectations by providing them with traceable financial plans The impact of unexpected events on financial plans and the need for adaptability. Advisors being the bridge between math and real world decisions The importance of the financial advisors to focus on the results of numbers rather than just the numbers 
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    • 52 min
    Teaching Financial Concepts Through Games with Kim Butler and Scott Donnell

    Teaching Financial Concepts Through Games with Kim Butler and Scott Donnell

    Kim Butler sits down with Scott Donnell from Gravy Stack to discuss the fun app they created for kids to teach them financial concepts through games.
    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/ Partner Link: https://gravystack.com/advisor   Book Link: https://a.co/d/cU33ny1 Connect with Scott Donnell https://gravystack.com/ scott@gravystack.com https://www.linkedin.com/in/donnell-scot  
    Show Notes
    The concept of financial competency Why people often make bad financial decisions early in life How GravyStack gamifies financial education, making it easier and more enjoyable for kids to learn Using the GravyStack app Scott's book, "Value Creation Kid" The home economy system's three E's: Setting expectations, expenses to cover, and extra pay Introduction to "brain gigs" that help kids learn valuable skills and knowledge   How structured investments and insurance brought peace to his wife and their marriage The affiliate program at GravyStack that allows participants to earn while spreading its mission Review, Subscribe and Share
    If you like what you hear please leave a review by clicking here
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    • 31 min
    Finding Community and Development Opportunities with Katie Jackson and Elizabeth Hagenlocher

    Finding Community and Development Opportunities with Katie Jackson and Elizabeth Hagenlocher

    Janet Sims welcomes Katie Jackson, Communications and Connections Coordinator for Truth Concepts and Elizabeth Hagenlocher, Content Writer for PEM. Transformation is not a single event for Advisors, and the discussion revolves around how we assist them in finding community and development opportunities within our organization.
    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 Katie Jackson and Elizabeth Hagenlocher https://truthconcepts.com/ https://prosperityeconomicsadvisors.com/ https://www.facebook.com/truthconcepts https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/ https://www.linkedin.com/in/elizabeth-hagenlocher337  

    Show Notes Elizabeth discusses her role as a content writer for blogs, newsletters, white papers, and books Katie explains her role as communication and connections coordinator for Truth Concepts The importance of continuous learning How the Prosperity Economics Movement exists to provide education and community for whole life friendly advisors What Elizabeth and Katie learn from advisors to help them better assist The relevance of the Prosperity Economics Movement for advisors in terms of community The transformation of the Prosperity Economics Movement and its aim to provide proven strategies and a support system for advisors What is Truth Concepts and how advisors can get involved
    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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    • 14 min
    The Parallel Paths System with Kim Butler

    The Parallel Paths System with Kim Butler

    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
    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

    • 8 min

Customer Reviews

5.0 out of 5
7 Ratings

7 Ratings

Jwilliamsbsw ,

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.

obacker19 ,

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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