The Advisor Advantage

Unlocking Wealth Legacies with William Larsen - Episode 300

On the "Advisor Advantage Podcast," host Michael Shaw sits down with advisor William Larsen - an insurance broker with a passion for impact. William shares his journey from career-changing dad to financial guide, turning personal challenges into a mission to assist others. William's hands-on, empathetic approach embodies the podcast's spirit, offering listeners deep insight into creating value and legacies for clients and their families. Tune in to be inspired by William's dedication to making a difference. To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode [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://prosperityeconomicsadvisors.com/summit-4-advisors/] * Partner Link: https://gravystack.com/advisor [https://gravystack.com/advisor]   * Book Link: https://a.co/d/cU33ny1 [https://a.co/d/cU33ny1] * https://prosperityeconomicsadvisors.com/ [https://prosperityeconomicsadvisors.com/] * https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/?ref=share_group_link [https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/?ref=share_group_link] * "Think and Grow Rich" by Napoleon Hill - https://www.amazon.com/dp/1585424331/ [https://www.amazon.com/dp/1585424331/] * Strategic Coach program by Dan Sullivan - https://www.strategiccoach.com/ [https://www.strategiccoach.com/]   Show Notes * Personal narrative shapes career choice. * Prioritization approach for clients: Availability. * Pursuing perpetual mastery through teaching. * Overcoming rejection in the advisory business. * Encouraging expansive thinking in business. * Importance of designing your life and business goals. * Instilling financial education in the next generation. * Origin of interest in business and entrepreneurship. * The impact of family values on business philosophy. * Developing deep connections with clients. Review, Subscribe and Share If you like what you hear please leave a review by clicking here [https://podcasts.apple.com/us/podcast/the-advisor-advantage/id1223762892?mt=2] Make sure you’re subscribed to the podcast so you get the latest episodes. * iTunes [https://podcasts.apple.com/us/podcast/the-advisor-advantage/id1223762892?mt=2] * Spotify [https://open.spotify.com/show/6J1ADCmGYRg770xThpMmqr?si=CMpoMWgoQcmHvktXW2OJEQ&nd=1&dlsi=d717593a58e24ce9] * RSS [https://prosperityeconomicsadvisors.com/feed/podcast/]

Busting Money Myths and Bridging the Gap with “Measure-Back” Savings Behavior - Episode 299

Join Justin on the Advisor Advantage Podcast as he chats with financial mentor Kim Butler. Kim, endorsed by luminaries like Robert Kiyosaki, shares insights from her latest book "Busting the Budgeting Lies" – challenging mainstream money management and revealing the truth about personal finance. Discover how to truly take control of your cash flow and transform your financial trajectory. Tune in for potent strategies beyond traditional budgeting, guaranteed to empower your financial journey. To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode [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 [janet@pem.email]  or 936-247-2732 * https://prosperityeconomicsadvisors.com/summit-4-advisors/ [https://prosperityeconomicsadvisors.com/summit-4-advisors/] * Partner Link: https://gravystack.com/advisor [https://gravystack.com/advisor]   * Book Link: https://a.co/d/cU33ny1 [https://a.co/d/cU33ny1] * https://prosperityeconomicsadvisors.com/ [https://prosperityeconomicsadvisors.com/] * https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/?ref=share_group_link [https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/?ref=share_group_link] * Connect with Justin Maxwell * https://justindmaxwell.com/blog/debunking-myths-kim-butler/ [https://justindmaxwell.com/blog/debunking-myths-kim-butler/] * justinm@biglifefinancial.com [justinm@biglifefinancial.com]     Show Notes * Importance of understanding personal finance. * Myth-busting the concept of budgeting. * Life's fluidity and the pitfalls of strict budgeting. * The power of saving first and its historical relevance. * Personal story - Financial lessons from farming. * Traditional budgeting vs. the "save first" approach. * The psychology of measuring progress backwards. * Introduction to the Currence app for financial behavior. * The critical difference between budgeting and cash flow management. * How the app can significantly impact one's financial future. * Aligning personal finances with business success.   Review, Subscribe and Share If you like what you hear please leave a review by clicking here [https://podcasts.apple.com/us/podcast/the-advisor-advantage/id1223762892?mt=2] Make sure you’re subscribed to the podcast so you get the latest episodes. * iTunes [https://podcasts.apple.com/us/podcast/the-advisor-advantage/id1223762892?mt=2] * Spotify [https://open.spotify.com/show/6J1ADCmGYRg770xThpMmqr?si=CMpoMWgoQcmHvktXW2OJEQ&nd=1&dlsi=376f06ba6f3e4bac] * RSS [https://prosperityeconomicsadvisors.com/feed/podcast/]

Strengthening Our Ability to Help People with Kim Butler - Episode 298

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 [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 [janet@pem.email] or 936-247-2732 * https://prosperityeconomicsadvisors.com/summit-4-advisors/ [https://prosperityeconomicsadvisors.com/summit-4-advisors/] * Partner Link: https://gravystack.com/advisor [https://gravystack.com/advisor]   * Book Link: https://a.co/d/cU33ny1 [https://a.co/d/cU33ny1] * https://prosperityeconomicsadvisors.com/ [https://prosperityeconomicsadvisors.com/] * https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/?ref=share_group_link [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 Review, Subscribe and Share If you like what you hear please leave a review by clicking here [https://podcasts.apple.com/us/podcast/the-advisor-advantage/id1223762892?mt=2] Make sure you’re subscribed to the podcast so you get the latest episodes. * iTunes [https://podcasts.apple.com/us/podcast/the-advisor-advantage/id1223762892?mt=2] * Spotify [https://open.spotify.com/show/6J1ADCmGYRg770xThpMmqr?si=CMpoMWgoQcmHvktXW2OJEQ&nd=1] * RSS [https://prosperityeconomicsadvisors.com/feed/podcast/]

How Do You Know When It's Time To…? with Kim Butler - Episode 297

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 [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://prosperityeconomicsadvisors.com/summit-4-advisors/] * Partner Link: https://gravystack.com/advisor [https://gravystack.com/advisor]   * Book Link: https://a.co/d/cU33ny1 [https://a.co/d/cU33ny1] * https://prosperityeconomicsadvisors.com/ [https://prosperityeconomicsadvisors.com/] * https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/?ref=share_group_link [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 Review, Subscribe and Share If you like what you hear please leave a review by clicking here [https://podcasts.apple.com/us/podcast/the-advisor-advantage/id1223762892?mt=2] Make sure you’re subscribed to the podcast so you get the latest episodes. * iTunes [https://podcasts.apple.com/us/podcast/the-advisor-advantage/id1223762892?mt=2] * Spotify [https://open.spotify.com/show/6J1ADCmGYRg770xThpMmqr?si=CMpoMWgoQcmHvktXW2OJEQ&nd=1] * RSS [https://prosperityeconomicsadvisors.com/feed/podcast/]

Challenges Financial Advisors Face When Trying to Balance Simplicity with Completeness with Todd Langford - Episode 296

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 [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://prosperityeconomicsadvisors.com/summit-4-advisors/] * Partner Link: https://gravystack.com/advisor [https://gravystack.com/advisor]   * Book Link: https://a.co/d/cU33ny1 [https://a.co/d/cU33ny1] * Connect with Todd Langford * https://truthconcepts.com/about/ [https://truthconcepts.com/about/] * https://www.linkedin.com/in/truthconceptssoftware [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  Review, Subscribe and Share If you like what you hear please leave a review by clicking here [https://podcasts.apple.com/us/podcast/the-advisor-advantage/id1223762892?mt=2] Make sure you’re subscribed to the podcast so you get the latest episodes. * iTunes [https://podcasts.apple.com/us/podcast/the-advisor-advantage/id1223762892?mt=2] * Spotify [https://open.spotify.com/show/6J1ADCmGYRg770xThpMmqr?si=CMpoMWgoQcmHvktXW2OJEQ&nd=1] * RSS [https://prosperityeconomicsadvisors.com/feed/podcast/]