239 episodes

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.

The Advisor Advantage Kim Butler and Tammi Brannan

    • Investing
    • 5.0 • 6 Ratings

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.

    A Program Specifically Designed For Financial Advisors with Julie Ann Hepburn

    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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    • 21 min
    Having A Special Talent of Communication with Tony Braddock

    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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    • 14 min
    Faith Begins with Self-Interest with Michael Isom

    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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    • 17 min
    The Kolbe Profile

    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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    • 14 min
    The Power of a Process

    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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    • 17 min
    The Prosperity Ladder

    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  
    Review, Subscribe and Share
    If you like what you hear please leave a review by clicking here
     
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    • 12 min

Customer Reviews

5.0 out of 5
6 Ratings

6 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.

JoshCrist ,

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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