Advisor Resources

https://youtu.be/l0nUBbf2b38 In This Episode Apple's priority placement algorithms now determine which emails reach your prospects' main inbox. AI search engines are replacing traditional SEO. The marketing funnel you've relied on? HubSpot just introduced something better.  Understanding these shifts is what separates advisors who get found from those who get overlooked. Join host Matt Seitz, Chief...

https://youtu.be/l0nUBbf2b38 In This Episode Apple's priority placement algorithms now determine which emails reach your prospects' main inbox. AI search engines are replacing traditional SEO. The marketing funnel you've relied on? HubSpot just introduced something better.  Understanding these shifts is what separates advisors who get found from those who get overlooked. Join host Matt Seitz, Chief...

https://www.youtube.com/watch?v=juLdVU972AM In This Episode About the Episode: Many advisors focus primarily on baby boomers while overlooking Generation X—the demographic that represents your highest lifetime value opportunity. These clients aged 45 to 60 are hitting peak earning years with accumulated assets while simultaneously juggling college tuition and parent care costs. Join host Dave Allison as he...

https://www.youtube.com/watch?v=6YRZ4RjJG6E In This Episode Discover how to approach mergers and acquisitions (M&A) and succession planning decisions with clarity and strategic focus beyond deal valuations. Join host Dave Alison as he sits down with Stan Milovancev, CPA, QKA, co-CEO of Prosperity Capital Advisors, to explore the critical questions advisors should address before entering any M&A process....

https://www.youtube.com/watch?v=0zQ9N_oAr9c In This Episode Discover how leveraging alternative business models and platform thinking can transform your approach to advisory practice and help you connect with underserved markets more effectively. Join host Jason L Smith as he sits down with Michael Kitces, CFP®, founder of Kitces.com, Head of Planning Strategy at Focus Partners Wealth and co-founder...

https://www.youtube.com/watch?v=QodWLDx-fag In This Episode The One Big Beautiful Bill (OB3) has created the most significant tax planning opportunity since the 2017 Tax Cuts and Jobs Act, but many advisors are missing the business development potential beyond the technical changes. Learn how to transform OB3 from a complex regulatory update into a powerful client acquisition and...

https://www.youtube.com/watch?v=cs6ZpxCojBk In This Episode How do you keep your best people motivated while ensuring everyone on your team feels invested in your firm's success? The traditional approach of focusing solely on advisor compensation misses a fundamental truth—every role in your organization contributes to client success and firm profitability. Join host, Kirsten Schlumbohm, for an in-depth...

https://www.youtube.com/watch?v=7y_ZfTukp9w In This Episode Your website often serves as the first touchpoint when prospects research financial advisors, making that initial impression critical for conversion. Discover the key components of building an effective website that stands out from your competition in this conversation hosted by Cary Chaitoff, VP of Marketing at Prosperity Capital Advisors. Learn from...

https://www.youtube.com/watch?v=uqX02kNzTVs In This Episode About the Episode: Discover how to better serve your clients going through a gray divorce by understanding both the emotional and practical challenges they face. Join host Kirsten Schlumbohm as she sits down with Jeannette Bajalia, a senior wealth manager at JL Smith Holistic Wealth Management with nearly two decades of...

https://www.youtube.com/watch?v=oZUCFFo7z0A In This Episode While most financial advisors have moved beyond basic AI skepticism, many remain stuck in tactical applications that deliver minimal impact. The real transformation happens when you embrace AI as a strategic business partner capable of redesigning your entire approach to growth, decision-making, and client engagement. Join host Dave Alison, President and...

https://www.youtube.com/watch?v=CGHAZTKZpYs In This Episode AI use continues to evolve but while most leaders have moved from doing nothing to basic tactical use, few have embraced AI as a true strategic partner. In this follow-up conversation, we explore how financial advisors can harness AI's full potential for business growth and operational excellence. Listen as host Dave...

https://www.youtube.com/watch?v=KPBlFpQfVag In This Episode About the Episode: The One Big Beautiful Bill (OBBB) represents one of the most significant tax planning opportunities since the 2017 Tax Cuts and Jobs Act, and financial advisors who master its provisions will have a distinct competitive advantage. Join host Kalem Mackey, CFP®, BPC, Executive Vice President and Partner at...

https://www.youtube.com/watch?v=ElMQ9wEObTA In This Episode About the Episode: It’s easy to default to follow traditional planning frameworks that assume clients want to build generational wealth and leave substantial inheritances. But what happens when your clients don't have children and genuinely don't care about how much money they leave behind? This fundamental shift requires us to completely...

https://www.youtube.com/watch?v=B0CjvEGumDo In This Episode How are the most successful financial advisors cutting through the industry's "sea of sameness" to build thriving, differentiated practices? Join host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, as he sits down with Cary Chaitoff, Vice President of Marketing, and Chelsea Konst, Marketing Director, to share their strategic insights...

https://youtu.be/OhHqa6jNhdc In This Episode About the Episode: Here's something we've all encountered in our practices: the feast-or-famine cycle of waiting for referrals versus actively generating them. Join guest host Bryan Bibbo, AIF, NSSA, BPC, CEPA, President, CFO, and partner at JL Smith Holistic Wealth Management, as he interviews two referral masters who have cracked the...

https://www.youtube.com/watch?v=lk1IdwCDCsg In This Episode Think managing a financial advisory practice is challenging? Try running operations for a global organization with 36,000 members across 33 countries while navigating shifting political landscapes and maintaining a mission-driven culture. Kellan Brown has cracked the code on something advisors everywhere struggle with: how to scale efficiently without losing the personal...

https://www.youtube.com/watch?v=YA7jHg5rn78 In This Episode About the Episode: It’s not uncommon for advisors to excel at investment management and financial planning but struggle to differentiate themselves through service delivery. In this first installment of our conversation on the future of wealth management, host Dave Alison interviews Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP, CEO of...

https://www.youtube.com/watch?v=s67JOHlQ6fo In This Episode Join host Kirsten Schlumbohm as she welcomes Sheryl Hickerson, CEO of Females and Finance and a trailblazer in advocating for women in financial services and fintech. With 70% of women preferring to work with female advisors, Sheryl shares her unexpected journey into the industry and offers valuable insights on empowering women...

https://www.youtube.com/watch?v=YA7jHg5rn78 In This Episode About the Episode: It’s not uncommon for advisors to excel at investment management and financial planning but struggle to differentiate themselves through service delivery. In this first installment of our conversation on the future of wealth management, host Dave Alison interviews Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP, CEO of...

https://www.youtube.com/watch?v=0ZJzOhXf6Ls In This Episode Do you have trouble identifying which marketing activities generate leads versus which activities convert those leads into actual meetings? Join host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, as he sits down with Andrei Henson, Advisor Growth Specialist, and Desiree Sgro, Business Development Associate at Prosperity. Discover how successful...

https://www.youtube.com/watch?v=SnNFIIHaGNQ In This Episode About the Episode: Conversation circles offer financial advisors a unique opportunity to build years of rapport in just a few hours through structured, meaningful dialogue. Join host Kirsten Schlumbom, Vice President, Head of Annuity Sales at Prosperity Capital Advisors, for an insightful conversation with Ashley Ilardo, Regional Director & Vice President...

https://www.youtube.com/watch?v=a238bDe8mk4 In This Episode Discover how building a truly profitable advisory practice requires mastering burn rates, cash flow management, and team optimization while staying aligned with your personal values and lifestyle goals. Join host Kirsten Schlumbohm, Vice President, Head of Annuity Sales at Prosperity Capital Advisors, as she sits down with Tana Kramer, founder of...

https://www.youtube.com/watch?v=MQnhGWH1CRA In This Episode About the Episode: Every advisor knows the scenario: markets start moving in unexpected ways, and suddenly your phone rings with clients who need reassurance and clear direction. The advisors who strengthen client relationships during volatile periods aren't necessarily those with the best market predictions. They're the ones who can explain what's...

https://www.youtube.com/watch?v=JwnfIMzVFb4 In This Episode We've all encountered the challenge of running an efficient practice while maintaining quality client service. This episode explores how one advisor transformed her approach to business operations, moving from working in the business to working on the business. Join host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors as he...