Blog
Timely Insights from Advisors in the Field
The Prosperity Capital Advisors blog is where our advisors, specialists, and leadership share what they’re seeing, thinking, and doing inside real advisory practices.
From tax planning strategies and practice management insights to industry updates and holistic planning frameworks, every post is written by practitioners with skin in the game.
As the financial landscape continues to evolve, firms must navigate the challenges in financial services, including the constant struggle to attract and retain top talent....
Inaugural ranking highlights standouts who elevate their work, their reputations, and their industry with their dedication and knowledge CLEVELAND, Ohio, April 25, 2024 – C2P, an...
A Guide for Financial Advisors In today's complex financial landscape with so many variables, assumptions, and unknowns, it’s easy to overwhelm your clients with how...
In an era where technology and consumer behavior evolve rapidly, financial advisors must continuously adapt their marketing strategies to stay ahead. The Rainmaker Multiplier On-Demand...
Many misconceptions surround life insurance — by clients, financial advisors, and agents alike. Financial advisors can help communicate the versatility of life insurance to their...
Inaugural ranking highlights dynamic advisors across the country who excel at serving clients with transparency, education, and personalization CLEVELAND, Feb. 1, 2024 /PRNewswire/ -- C2P, an organization designed...
The favorable tax changes from the 2017 Tax Cuts and Jobs Act (TCJA) will 'sunset' or expire by the end of next year. Financial advisors...
Recognized for bringing impactful solutions to financial advisors, firm's president & founding partner continues transforming the industry through thought leadership and education. CLEVELAND, Ohio, Dec....
The U.S. Department of Labor (DOL) recently proposed a new fiduciary rule on October 31,2023 that attempts to redefine the criteria used to identify fiduciary...
Scaling up and securing your practice’s future begins with clear career paths and compensation models The financial services industry has changed a lot in the...
While Life Insurance Awareness Month (September), may be ending, that doesn’t mean this sometimes misunderstood financial planning resource is any less important. In fact, this...
With newly updated content for 2023, the highly anticipated audiobook became an Amazon instant best-seller during pre-order CLEVELAND, Ohio, September 28, 2023 – Jason L Smith, a...
