Advisor Resources

https://www.youtube.com/watch?v=DRwF2vh_wbE In This Episode About the Episode: Discover how the retirement planning landscape has fundamentally changed and why traditional strategies may be causing your clients to overpay in taxes. Join host Dave Alison as he explores the "retirement tax time bomb" with Ed Slott, America's foremost IRA expert and founder of the Elite IRA Advisor...

https://www.youtube.com/watch?v=6oOg3LMkrew In This Episode Discover how developing your leadership skills can transform your financial advisory practice and create a more engaged, empowered team. Join host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, as he sits down with Josh Friberg, Transformational Emcee and Event Designer at Your Event Elevated, to explore what truly makes...

https://www.youtube.com/watch?v=mrK9rbaOEj4 In This Episode About the Episode: Discover why traditional planning approaches often fall short for women who earn less yet face longer, more expensive retirements. Join host Kirsten Schlumbohm from Prosperity Capital Advisors, and special guests, Ashley Ilardo, Regional Director and Vice President at Dimensional Fund Advisors, and Tiya Stanley, VP of National Accounts...

https://www.youtube.com/watch?v=HFmbLMq5-oo In This Episode In this final installment of our Behind The Rainmaker Multiplier Book series with author, Jason L Smith, we explore the real-world application of building a business that can operate successfully without its founder. Join host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, as he guides us through Jason's journey...

https://www.youtube.com/watch?v=r-nxBniRlhQ In This Episode About the Episode: Discover how to build a "Bucket Plan of Steel" that holds firm even when markets experience significant turbulence. Join host Kalem Mackey, CFP®, BPC, Executive VP at Prosperity Capital Advisors, as he sits down with Dave Alison, Founding Partner of Prosperity Capital Advisors and CEO of Alison Wealth...

https://www.youtube.com/watch?v=fQb7WXcjABQ In This Episode Discover the powerful insights behind Jason L Smith's book, The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business. In this first installment of a special series, host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, sits down with Prosperity's founder and CEO who built a business designed...

https://www.youtube.com/watch?v=lDOIOrsz44Q In This Episode About the Episode: Discover critical life insurance lessons that will transform your client conversations and help you overcome inaction. Listen as Dave Buckwald, founder and CEO of OneTeam Financial, who lost 51 friends and clients in the 9/11 tragedy, shares how this profound experience reshaped his approach to financial planning and...

https://www.youtube.com/watch?v=fQb7WXcjABQ In This Episode Discover the powerful insights behind Jason L Smith's book, The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business. In this first installment of a special series, host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, sits down with Prosperity's founder and CEO who built a business designed...

https://www.youtube.com/watch?v=6A6icixWdpg In This Episode About the Episode: Upgrade your retirement planning with strategies built for longer lifespans. Join host Kirsten Schlumbohm Vice President and head of Annuity Sales at Prosperity Capital Advisors, as she sits down with Jeannette Bajalia, a recognized specialist in elder care life transition planning, to explore the critical components of effective...

https://www.youtube.com/watch?v=fQb7WXcjABQ In This Episode Discover the powerful insights behind Jason L Smith's book, The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business. In this first installment of a special series, host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, sits down with Prosperity's founder and CEO who built a business designed...

https://www.youtube.com/watch?v=LOzYaJNqja8 In This Episode About the Episode: Most financial advisory firm owners plan on an internal succession, but many fail to incorporate any documentation or formal plan early on, which can affect their overall firm value and ease of operations. In this episode of “A Woman’s Clarity,” Kirsten Schlumbohm, Vice President of Annuity Sales at...

https://www.youtube.com/watch?v=fQb7WXcjABQ In This Episode Discover the powerful insights behind Jason L Smith's book, The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business. In this first installment of a special series, host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, sits down with Prosperity's founder and CEO who built a business designed...

https://www.youtube.com/watch?v=BlMV2NqmawE In This Episode About the Episode: Empowering women through financial planning starts with understanding their values, life stages, and emotional needs. In this episode, host Kirsten Schlumbohm sits down with Grace Nicholson and Lisa Chenet to explore how The Bucket Plan® helps female clients visualize financial security, make informed decisions, and feel confident in...

https://www.youtube.com/watch?v=ibLiVjp2MbY In This Episode What does successful networking look like for those in the financial services industry, and why does it matter? Join Kirsten Schlumbohm, Vice President of Annuity Sales at Prosperity Capital Advisors, for valuable lessons on the art of networking within the financial services industry, featuring Julie Pinkerton, CLU, ChFC, LUTCF®, CEO &...

https://youtu.be/S1losjXM52g In This Episode About the Episode: Do your clients call in a panic when the market drops, ready to abandon their long-term strategy based on the day’s headlines? In this candid conversation, hosts Dave Alison and Jason L Smith, discuss how advisors can effectively guide clients through market volatility using The Bucket Plan® framework....

https://www.youtube.com/watch?v=qvE-_XL8x1U In This Episode As advisors, we've all experienced the frustration when marketing tasks fall through the cracks, client onboarding hits unexpected delays, or business development activities get neglected because everyone thought someone else was handling them. In this episode, Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors sits down with Jason L Smith...

https://www.youtube.com/watch?v=L5htM8CoDeY In This Episode Discover how to effectively and compliantly incorporate AI into your financial advisory practice. Join Host Kalem Mackey as he sits down with Dustin Anaas, Compliance Analyst at Prosperity Capital Advisors, to explore the transformative potential of AI-powered content creation for financial advisors. Listen as Dustin shares his expertise on leveraging AI...

https://www.youtube.com/watch?v=UBN-58r37u4 In This Episode About the Episode: As markets respond to policy changes and economic shifts, financial advisors need informed perspectives to guide client conversations through uncertain times. In this episode, host Dave Alison speaks with Dr. Apollo Lupescu of Dimensional Fund Advisors, who brings over two decades of investment expertise to the conversation. He...

https://www.youtube.com/watch?v=T1p-b1J9KCw In This Episode Financial advisors—especially women—spend their careers creating safety nets for others while often neglecting their own. Join guest host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at Prosperity Capital Advisors, as she sits down with Rebecca Bloom, author and founder of When Women Get Sick, to address health advocacy for...

https://youtu.be/1pqwQg15H0E In This Episode Women represent only 20-25% of financial professionals despite decades of diversity initiatives. In this special forum by A Women's Clarity®, host Kirsten speaks with industry leaders about practical strategies to help change that and show how women can thrive in this environment. Hear from special guests: Lindsay Lewis, MBA, CHFC®, CFP®,...

https://www.youtube.com/watch?v=2Jb-i9--Kx4 In This Episode About the Episode: Discover how simplifying your language can lead to better client outcomes and practice growth. In this episode, host Dave Alison sits down with Greg Hammer, President and CEO of Hammer Financial Group, to explore the art of client communication through The Bucket Plan® framework. Listen as Hammer shares...

https://youtu.be/x6iIFCP6Zzc In This Episode Are you looking to save time and improve client interactions in your advisory practice? Meet Zocks: an AI platform for advisors. Join host Cary Chaitoff, VP of Marketing at Prosperity Capital Advisors, and guests Mark Gilbert, Co-Founder & CEO of Zocks Communications, and Jim Hardeman, EVP of Product at Zocks, as...

https://www.youtube.com/watch?v=418oPeqjDYY In This Episode About the Episode: Stock options and equity compensation represent significant wealth-building opportunities for clients, but they also present complex planning challenges that many advisors aren't equipped to handle. In this insightful discussion, host Dave Alison, President and Founding Partner at Prosperity Capital Advisors, welcomes Greg Dillon, CFA, CFP ®, CLTC®, NSSA®,...

https://www.youtube.com/watch?v=kUJGpO0xKq0 In This Episode If you’re an accomplished professional who often doubts your abilities or achievements, you’re probably experiencing a condition referred to as Imposter Syndrome. Join host Kirsten Schlumbohm for a profound discussion with Kelly Barnard, a seasoned life coach and self-proclaimed “recovering workaholic.” Together they delve into the depths of Imposter Syndrome, exploring...