Aug 27, 2015
“No B.S.” Money Guy Todd Strobel and best-selling author Kim D.H. Butler look at what it takes to become a Prosperity Economics Advisor. Todd explores what an advisor does on a day-to-day level. Kim breaks down the steps in becoming an advisor. Finally, they explain the type of person best suited for prosperity economic advising. Have you got what it takes? Find out on today’s episode of the Prosperity Podcast.
(By the way, Kim took the “long route” to being a Prosperity Economics Advisor, getting her CFP designation and Series 6 then Series 7 licenses, as well as a Series 63, Series 65 and additional education and experience (such as 4 years as co-trainer of Truth Concepts financial software and a banking background. All of the above have been learning experiences but NOT necessary to get started!)
Not mentioned in the show but also HIGHLY recommended are Truth ConceptsSoftware, Truth Training (some advisors attend about once a year), and The Summit for Prosperity Economics Advisors. If you were going to do ONE thing to jump-start a new venture as a Prosperity Economics Advisor – or even to just seriously explore it – we would say, “Come to The Summit!”
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Show Notes:
[0:00] Prologue
[0:19] Intro
[1:07] Overview
[2:33] Life Insurance Licenses
[3:28] Alternative Investments
[4:38] Planning and Processes
[7:02] Five-Step Prosperity Pathway
[9:03] Fiduciary vs. Suitability Standard
[10:35] The Big Picture
[12:50] What is Your Passion Level?
[13:19] The “Secret”
[15:13] Wrap-Up
[15:30] Financial Planning Has Failed
[15:48] Outro