Advisor Resources
Beyond The Bucket Plan®: Leveraging Life Insurance as an Asset Class
https://youtu.be/06ikRX7tP0E In This Episode About the episode: Life insurance is often misunderstood as simply a death benefit, especially for high net worth and ultra-high net worth individuals. However, this couldn’t be further from the truth! Learn the crucial role of life insurance in financial planning in this episode hosted by Kirsten Schlumbohm, Vice President, Head...
Mastering Email Marketing: Strategies to Connect, Nurture, and Convert
https://www.youtube.com/watch?v=DZtAxvRMP4Y In This Episode Discover the essential components of successful email marketing for financial advisors from a panel of industry specialists. This discussion, hosted by Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, covers everything from crafting compelling subject lines to implementing sophisticated automation strategies that nurture both prospects and clients. Hear real-world examples...
Divorce Made Simple: Financial & Practical Advice from Amy Colton
https://www.youtube.com/watch?v=0kHfFHZ833Y In This Episode About the episode: Divorce made simple sounds like an oxymoron but it’s possible with financial and emotional guidance. Host Kirsten Schlumbohm welcomes Amy Colton, CEO and founder of Your Divorce Made Simple, to explain how by elaborating on her experiences as a financial advisor specializing in divorce mediation. Amy highlights the...
Maximizing Marketing ROI: How Financial Advisors Can Make the Most of Their Marketing Spend
https://www.youtube.com/watch?v=qw9PGisSyyY In This Episode Are you making the most of your marketing spend? Too often, advisors invest in lead generation without having a solid internal foundation to convert those leads effectively. In this episode, Cary Chaitoff, Vice President of Marketing at Prosperity Capital Advisors, with over 20 years of experience in the wealth...
Multi-Generational Succession Planning: Creating a Seamless Transition for Your Financial Advisory Business
https://youtu.be/mYH2hZwIRP4 About the guests: Tim Bogert, CLU, CHFC, LIC, AIF® With over 40 years of expertise in values-based financial planning, Tim is dedicated to helping families build, protect, and preserve their wealth with confidence. His approach is rooted in the Five Pillars of Comprehensive Planning—proactive tax strategies, tailored wealth management, asset protection, and estate...
Creating a More Inclusive Financial Services Industry Part 2
https://youtu.be/m1rC5g0V4UA In This Episode Whether you’re a woman starting in finance or a company aiming to welcome more women clients and employees, remember little changes can lead to big results! Join host Kirsten Schlumbohm as she delves into the significant strides being made towards diversity, equity, and inclusion in financial services with Lindsey Lewis, MBA,...
Rethinking Social Security Optimization: Advanced Retirement Income Planning Strategies for Financial Advisors
https://www.youtube.com/watch?v=fKlvdrh21K4 In This Episode About the episode: Discover the often-overlooked opportunities of Social Security planning with this compelling discussion between host, Dave Alison, and guest, Ash Ahluwalia, CFP®, MBA, NSSA®. Listen as Ash shares his proven methodology for transforming Social Security analysis into a cornerstone of comprehensive retirement planning. The discussion goes far beyond basic...
Creating a More Inclusive Financial Services Industry Part 1
https://youtu.be/m1rC5g0V4UA In This Episode Whether you’re a woman starting in finance or a company aiming to welcome more women clients and employees, remember little changes can lead to big results! Join host Kirsten Schlumbohm as she delves into the significant strides being made towards diversity, equity, and inclusion in financial services with Lindsey Lewis, MBA,...
Data Protection and Fraud Prevention: A Guide for Financial Advisors
https://www.youtube.com/watch?v=fu4wRddBrRU In This Episode About the episode: In this timely discussion, host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors and guest, Carrie Kerskie, examine pressing security challenges facing financial advisors. As president of Kerskie Group LLC, a licensed private investigation agency, and author of two books on identity protection, Carrie brings extensive experience in...
Converting Culture into Growth: How Elite Financial Advisors Create High-Performing Teams
https://www.youtube.com/watch?v=SpJXIvsrZOA In This Episode Join host Kalem Mackey, Executive Vice President at Prosperity Capital Advisors, and guest Josh Friberg, known for his transformative approach to creating deep human connections at scale, for candid insights about why many traditional team building approaches fail and what really drives sustainable high performance. Listen as Josh provides a practical...
Keeping Your Tax Management Edge Sharp with Annual Education
https://www.youtube.com/watch?v=cuyxOjMs5MU In This Episode About the episode: Want to spot tax-saving opportunities your competitors miss? Looking to stay ahead of tax law changes without getting overwhelmed? Join host Kalem Mackey, Executive Vice President at Prosperity Capital Advisors, as he interviews guests, Dave Alison, CFP®, EA, BPC, President of Prosperity Capital Advisors and Alison Wealth Management,...
Growing Your Practice with Strategic Goal Setting: A Financial Advisor’s Guide To Success
https://www.youtube.com/watch?v=NTxw-FmQzpc In This Episode What separates ambitious goals from actual achievements? Join Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, Gina Pellegrini, owner of Pellegrini Team Consulting, and Tony Engrassia, founder of Wealth Management Strategies, as they unpack the essential components of effective goal setting for financial advisory practices. The discussion explores the critical...
AI Prompting 101: A Financial Advisor’s Guide to Better Results
https://www.youtube.com/watch?v=zwlYbkUCciE In This Episode Looking to enhance the quality of your AI outcomes and your overall experience? Hear real examples from Dave Alison, FP®, EA, BPC, founder and CEO of Alison Wealth Management, and Maddy Grimm, Content Writer and Strategist at Prosperity Capital Advisors and Prosperity’s marketing agency, of how advisors are using AI to...
The Medicare Specialist Advantage: A Value-Add for Your Clients and Firm
https://www.youtube.com/watch?v=Iv17da4_3Fs In This Episode About the Episode: Medicare is a cornerstone of healthcare coverage for millions of Americans, especially those in or nearing retirement. Host Matt Sietz, Chief Marketing Officer at Prosperity Capital Advisors, welcomes two special guests to discuss the complex world of Medicare and how having a specialist on staff at your financial...
The Mind and the Market with Dr. Daniel Crosby
https://youtu.be/36VwFprcdJ0?si=Re8jtMZ0f9nWKNSA In This Episode About the episode: In this episode, host Dave Alison, CFP®, EA, BPC, sits down with Daniel Crosby, Ph.D., the Chief Behavioral Officer of Orion Advisor Solutions. Dr. Crosby, a clinical psychologist turned behavioral finance expert, shares his journey and insights into understanding human behavior in financial advising. In this engaging conversation,...
Email Marketing for Financial Advisors: How To Nurture Leads And Practice Growth
https://www.youtube.com/watch?v=qV3YbaTCxN4 In This Episode Are you leveraging email marketing to its full potential? Join host Matt Seitz, CMO at Prosperity Capital Advisors, as he sits down with Cary Chaitoff, VP of Marketing, to explore email strategies that deliver results. Listen as Cary shares his expertise on crafting effective nurture campaigns, segmenting prospect lists, and tailoring...
Serving The Next Generation: Teaching Young Adults Financial Literacy
https://youtu.be/wljNrS1tFd8 In This Episode About the episode: Discover how to expand your practice through purpose-driven engagement while developing essential skills for serving the next generation of clients. Join guest host Kirsten Schlumbohm, Vice President, Head of Annuity Sales at Prosperity Capital Advisors, and guest, Joe'Mar Hooper, CEO of 3rd Decade, as they discuss how organizations...
The Evolution of Investing: Time-Tested Strategies from DFA’s Dr. Apollo Lupescu
https://www.youtube.com/watch?v=9dmPTPQfbEQ In This Episode About the episode: What if you could transform market volatility from a source of your client’s anxiety into an opportunity to showcase your value? Learn how by listening to Jason L Smith’s interview with Dr. Apollo Lupescu, Vice President of Dimensional Fund Advisors (DFA). Their discussion covers fundamental investment principles, the...
Women’s Wealth Matters: Mastering Social Security Planning and Marketing Strategies
https://www.youtube.com/watch?v=GpbIS0fkopw In This Episode About the episode: Are your female clients getting the most out of their Social Security benefits? Join host Kirsten Schlumbohm and guests Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, head of Security Planning at OneTeam Financial, and Julie Manning, RICP®, CFF, a top advisor at Prosperity Capital Advisors and the founder and...
How Technology is Redefining Estate Planning: A Modern Guide for Financial Advisors
https://www.youtube.com/watch?v=nqxTj7gVaGQ In This Episode About the episode: Learn how accomplished financial advisors are revolutionizing their estate planning services and more by integrating Wealth.com's into their practices. The conversation is led by Kalem Mackey, CFP®, BPC, and features industry professionals and Wealth.com users, Sarah Soria, CFP®, CEO of Encompass Financial Planning, Anthony “Tony” Engrassia, LUTCF®, NSSA®,...
Philanthropic Marketing for Financial Advisors: How to Showcase Your Community Impact Authentically
https://www.youtube.com/watch?v=KrJzVznclmc In This Episode Discover how to authentically market your philanthropic efforts as a financial advisor while building trust and connecting with your community. Hear perspectives from both the advisory and marketing sides of the industry with this engaging episode hosted by Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, and guests, Darrin McComas...
Back to The Bucket Plan® Basics: Episode 4
https://www.youtube.com/watch?v=8UGxICmCcOg In This Episode About the episode: Discover how leveraging simple analogies and relatable examples can transform your client communication and help prospects better understand the value of financial planning. Join host Dave Alison as he sits down with Greg Hammer, CEO and President of Hammer Financial Group, as they break down core communication strategies...
Beyond COLA 2025: The Future of Social Security Planning for Financial Advisors
https://www.youtube.com/watch?v=jXdXJkAQgJA In This Episode About the episode: Join host Kalem Mackey, CFP®, BPC, as he interviews Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, Head of Social Security Planning at One Team Financial, for an in-depth discussion on leveraging the 2.5% COLA increase for 2025. Discover how to elevate your planning services with insights from a recognized...
Navigating SEC Marketing Rules: A Financial Advisor’s Guide to Compliance
https://www.youtube.com/watch?v=d11Uwj_SikY In This Episode Discover why even self-reporting firms are facing massive fines and learn how to navigate SEC marketing rules without compromising your client relationships. Join host Matt Seitz and compliance analysts, Dustin Anaas and Kerry Darrington, as they reveal the compliance strategies helping today's most successful advisors protect and grow their businesses. Key...
