Listen "Why Education Is The First Step - Curtis May - Episode 006"
Episode Synopsis
Curtis May talks with host Tammi Brannan about how he chooses which clients to work with and why education is the first step in the process. To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com Links in this Episode: The Summit - www.TheSummit4Advisors.com Show Notes: 00:00 Introduction 00:51 Today's Guest: Curtis May 01:42 Why it felt like he had his first year 7 times over 03:15 Transitioning from traditional financial planning to alternative investing 05:50 Prosperity economics allows him to teach people a new way of thinking 07:19 Using prosperity tools and helping people think 11:47 Why the first step is to educate 14:11 What Curtis looks for in his initial 30 minute meeting with clients 17:30 How to decide if a client is worth taking on 19:06 We are not in the financial services business. We are in the marketing business. 20:30 Curtis's #1 objective this year 23:21 Why he's attending The Summit this year
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