In today's Advisor Advantage Podcast, Kim and Tammi talk about one of the main subjects for the upcoming virtual summit in June: the approach with clients that Kim and Patrick have and how they help develop a good relationship.
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
Show Notes
- Position yourself as a leader - 2:42
- What do you want to do? - 3:25
- Principles, Processes, and Products - 4:00
- How the movement operates - 4:19
- Something very common in our industry - 5:50
- Principles first, products second - 6:37
- The ability to shift your state - 9:55
- Patrick's version and priorities - 11:25
- Developing a deeper connection - 12:49
- A new method of learning - 13:32
- Tammi and Kim welcome you to the next summit! - 14:52
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