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.
Keep it Simple When Explaining Concepts to Clients The golden rule of an effective financial advisor communication strategy is to simplify the way you talk...
Did you know that the 2010s is the only decade since the mid-1800s that didn’t have a recession? Recessions are part of the economic cycle...
FOR IMMEDIATE RELEASE CONTACT AdvisorPR® (702) 685-7450 C2P Enterprises Receives Three Accolades for Rapid Growth and Success Recent Accomplishments Include Financial Times Ranking, Financial...
Understanding the Reality of Marketing Automation for Financial Advisors Marketing Automation for financial advisors helps ensure that the right message goes to the right person...
How Can Asset-Based Long-Term Care Unburden Clients with Multiple Dependents at Various Ages? Asset-based long-term care (LTC) is a type of life insurance policy with...
Executive VP of Marketing at C2P Enterprises, and CMO at JL Smith, Matt Seitz, hosts this episode of the Rainmaker Multiplier On-Demand Podcast. He is...
Positioning HSA Investment Strategy with The Bucket Plan There are many solutions for financial advisors to achieve profitable business lines using health savings accounts (HSA)....
There are many benefits of working with an RIA. For instance, they charge financial planning fees for their advice on comprehensive financial planning and implement...
Matt Seitz is the Executive Vice President of Marketing at C2P Enterprises. He was recently quoted in an article by Financial Advisor IQ on the...
Talking About Life Insurance We like to pretend we are going to live forever. Most of us would rather do just about anything other than...
Tax Planning Considerations Financial Advisors Should Share with their Clients in 2023 A recent Grant Thornton survey of tax executives found that over 50% were...
