https://www.youtube.com/watch?v=5IJrBbiGxLs In This Episode About the Episode: Many advisors are sitting on a referral pipeline they have never tapped. Your clients are likely more willing to recommend you than you realize, they just need to be asked. Join host Kirsten Schlumbohm, Senior Vice President and Head of Sales Support and Relationship Management at Prosperity...

https://www.youtube.com/watch?v=ORpmpCAQhz0 In This Episode About the Episode: Marketing tactics get a lot of attention. What gets less attention is the infrastructure behind them: the funnel stages, the follow-up discipline, the patience required before any of it starts to compound. In this episode, host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, interviews his colleague,...

https://www.youtube.com/watch?v=CNEQcsl7TnI In This Episode About the Episode: What's really going on in a client's mind when they're making a financial decision and are you asking the right questions to find out? In this episode, host Dave Alison, founder of Alison Wealth Management and Partner and Co-President at Prosperity Capital Advisors, sits down with Carlos Garcia,...

https://www.youtube.com/watch?v=E7IcFCxZ_iw In This Episode About the Episode: What does it take for an advisor and a distribution partner to build a relationship that elevates client outcomes and grows a practice? In this episode, host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at Prosperity Capital Advisors, sits down with Kalem Mackey, Executive Vice President...

https://www.youtube.com/watch?v=hY3Pz2Xabi0 In This Episode About the Episode: College costs can easily threaten your clients' retirement, and the damage often happens long before they ever see it coming. Whether it's a Parent PLUS loan taken out in 2005 that's still quietly sitting on the books, or a child heading into freshman year with no career direction...

https://www.youtube.com/watch?v=vn32--w-zsQ In This Episode About the Episode: We've all been there. You run a campaign, leads come in, and then... what? The follow-up process feels scattered, generic, or worse: nonexistent. Join host Matt Seitz, Chief Marketing Officer, as he interviews Owen Brodhead, Digital Marketing Manager at Prosperity Capital Advisors, to unpack what happens between the...

https://www.youtube.com/watch?v=eb33cMu2BY4 In This Episode About the Episode: Every advisor reaches a crossroads: continue building your personal brand or start building a business brand that can scale without you. The difference determines whether you're creating a sellable business or a practice that dissolves the moment you step away. Join host Matt Seitz, Chief Marketing Officer at...

https://www.youtube.com/watch?v=8fj2n1ULsOQ In This Episode About the Episode: Your high-earning clients are facing a new reality: employers cutting 401(k) matches as economic pressures mount. This creates both challenge and opportunity for advisors who know where to look. Join host Dave Alison and guest, Bryan Bibbo, AIF, NSSA, BPC, CEPA, President & CFO and Partner at JL...

https://www.youtube.com/watch?v=Qch4EOM3oY0 In This Episode Many advisors are using AI tools for basic tasks, barely scratching the surface of what these platforms can do. Join guest host, Dustin Anaas, Compliance Analyst at Prosperity Capital Advisors, as he sits down with his colleague, Gina Moravec, Podcast and Digital Media Manager, and guest, Kailyn West, Marketing Coordinator at...

https://www.youtube.com/watch?v=vI4jpGnQP-o In This Episode About the Episode: M&A transitions create unique communication challenges whether you're guiding business owner clients through their exits or managing changes within your own firm. Join host Dave Alison, Co-President and Founder at Prosperity Capital Advisors, and CEO of Alison Wealth Management, as he sits down with Stan Milovancev, CEO of...

https://www.youtube.com/watch?v=PL6YHG1Eu6w In This Episode Many advisors dabble with AI when they should be using it systematically. That difference could be costing you 5 to 10 hours every week on tasks AI can handle while still sounding like you. Join host Jason L Smith as he continues his conversation with Tom Lambotte, founder of AI Simplifier™,...

https://www.youtube.com/watch?v=vI4jpGnQP-o In This Episode About the Episode: M&A transitions create unique communication challenges whether you're guiding business owner clients through their exits or managing changes within your own firm. Join host Dave Alison, Co-President and Founder at Prosperity Capital Advisors, and CEO of Alison Wealth Management, as he sits down with Stan Milovancev, CEO of...

https://www.youtube.com/watch?v=pPrsrC4dZEA In This Episode Many AI specialists will leave you impressed but completely clueless about how to actually use these tools in your practice. Meanwhile, firms that figured out how to integrate AI correctly are already saving 10 to 20 hours weekly and pulling further ahead. Join host Jason L Smith as he sits down...

https://www.youtube.com/watch?v=a6JcNRuAq-8 In This Episode About the Episode: Picture this: a client sends you their ChatGPT conversation analyzing the strategy you just recommended, and the AI contradicts you with false information. As these tools become standard in how people research financial decisions, advisors need new approaches for maintaining trust when clients “fact-check” everything with AI. In...

https://www.youtube.com/watch?v=gflmS2IXw9s In This Episode Successful AI adoption starts with preparation: governance, training, and clear workflows. Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at Prosperity Capital Advisors for a practical conversation on AI implementation with Luke Ripienski, CFP®, Chief Compliance Officer, and Dustin Anaas, Compliance Analyst at Prosperity Capital Advisors. Listen as...

https://www.youtube.com/watch?v=OmHq0D1X5eI In This Episode About the Episode: Discover why women clients leave their advisors during divorce, widowhood, and other major life transitions and the specific actions you can take to prevent it. Join host Kirsten Schlumbohm as she sits down with Grace Nicholson, BPC, founder of Akamai Advisors, who shares her hands-on approach to building...

https://www.youtube.com/watch?v=zrL-lYoUYUs In This Episode We've all probably encountered this scenario: you invest in a webinar campaign, get a handful of people to book calls, and consider it a success. But here's the critical question: what happened to everyone else who registered? Those are qualified leads you've already paid for, and without a documented follow-up process,...

https://www.youtube.com/watch?v=2SWxd4wnBKE In This Episode About the Episode: Long-term care conversations stall when advisors lack real-world context to make them authentic. This live recording from A Woman's Clarity® forum series brings you inside the actual experience of managing care for an aging parent. Join host Kirsten Schlumbohm as she guides a conversation with members from OneTeam...

https://www.youtube.com/watch?v=yXurqsJhLuw In This Episode Discover how leveraging marketing automation and AI can transform your lead conversion process and help you build a scalable advisory practice. Join host Cary Chaitoff, Vice President of Marketing at Prosperity Capital Advisors, as he sits down with Robert Sofia, founder and CEO of Snappy Kraken, to explore how modern technology...

https://www.youtube.com/watch?v=-4Uc8o3htd8 In This Episode About the Episode: Caregiving touches nearly every family. As a financial advisor, you are uniquely positioned to help your clients prepare both emotionally and financially for what lies ahead. Join Kirsten Schlumbohm, BPC, Vice President and Head of Annuity Sales at Prosperity Capital Advisors, as she sits down with Bill Cohen,...

https://www.youtube.com/watch?v=dlWDOyFtTpU&list=PLsQhxmRhmvXK6S7Ed1laTyXai1OQLLxok In This Episode You're running webinars, generating leads, and investing in marketing campaigns, but are you really working every single lead? A lot of advisors tend to focus solely on attendees who show up or immediately raise their hands, while ignoring the majority who registered but didn't attend or needed more time to decide....

https://www.youtube.com/watch?v=FrlaGdZtrHQ In This Episode About the Episode: The term "stagflation" has resurfaced in financial headlines, creating both concern and opportunity for clients. Join guest host Greg Hammer, President and CEO of Hammer Financial Group, as he sits down with industry veteran Stoyan Petev, Senior Vice President of Advanced Markets at Prosperity Capital Advisors, to decode...