Advisor Resources
Differentiating Your Advisory Practice by Marketing Your Authenticity
https://www.youtube.com/watch?v=_x5IIyB1tLo In This Episode Discover why trying to sound like "every other advisor" might be holding you back and learn how embracing your authentic story can help you connect more deeply with ideal prospects. Join host Matt Seitz, CMO at Prosperity Capital Advisors, and guest Alanah Phillips, founder of Advisor Launch Lab, as they reveal...
Simplify Your Financial Planning Process with The Bucket Plan®: Step 3: Deliver
https://www.youtube.com/watch?v=44BfjuB1SHM In This Episode About the episode: Join our hosts Jason L Smith, Dave Alison, and guest Bryan Bibbo, AIF, NSSA, BPC, President and CFO of JL Smith Holistic Wealth Management, as they explore Step three of The Bucket Plan® holistic wealth management process – the critical Deliver phase. Building on the foundation laid in...
Strategic Client Gift-Giving: How Top Advisory Firms Create Memorable Client Experiences
https://www.youtube.com/watch?v=VyIXUkd-LAg In This Episode Join Kirsten Schlumbohm, VP of Annuity Sales at Prosperity Capital Advisors, along with marketing specialists, Colleen Mansmith from Hammer Financial Group, and Suzanne Scheiman from JL Smith Holistic Wealth Management, as they reveal strategies for creating meaningful client connections through strategic gift-giving. Key Points Discussed: Gift-Giving Strategy: Understanding the continued importance...
Advising in Uncertain Times: Election Year Strategies to Keep Clients Confident
https://www.youtube.com/watch?v=9_i8mK9VOQE In This Episode About the episode: How might the 2024 presidential election affect your clients’ finances and their faith in their current plans? Join guest host Kalem Mackey, Executive VP at Prosperity Capital Advisors, and Dave Alison, President and Founding Partner at Prosperity Capital Advisors, Alison Wealth Management, and Prosperity, as they discuss strategies...
Maximize Impact & Minimize Taxes: Boost Your Clients’ Charitable Impact with Tax-Efficient Strategies
https://www.youtube.com/watch?v=CklePE0pDY8 In This Episode About the episode: Are your clients charitably inclined? Learn effective strategies to help them give to the causes they care about in a tax-efficient way. Join guest host Kalem Mackey, CFP®, BPC, Executive VP at Prosperity Capital Advisors, and guests, Jeff Warnkin, Senior Wealth Advisor at JL Smith Holistic Wealth Management,...
Marketing For Financial Advisors: Insights From INBOUND Conference
https://www.youtube.com/watch?v=K5PF2dNbsjo In This Episode Struggling to keep up with the latest marketing strategies? Dive into the world of digital marketing and learn valuable insights from the HubSpot INBOUND Conference. Join host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, as he interviews Missy Shermer, Sr. Digital Account Manager at Prosperity, who shares her experience...
Navigating the Now Bucket in a Low-Interest Environment
https://www.youtube.com/watch?v=REcNw0lufEY In This Episode About the episode: Explore the importance of the “Now” Bucket in The Bucket Plan® financial planning during a period of dropping interest rates. Join guest host, Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior Vice President of Advanced Markets at Prosperity Capital Advisors, and Greg Hammer, President and CEO of Hammer Financial...
Unpacking the Impact of Management Styles on Team Performance and Development
https://www.youtube.com/watch?v=53dWnTXuTjE In This Episode Explore how your management style could be impacting your team's success and learn strategies to enhance your leadership effectiveness. Join host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, as he interviews Art Snarzyk III, President and Chief Turnover Terminator at Interview Advisors, to discuss the nuances of management styles...
Unifying & Cross-Selling for Success: How to Develop and Scale an Ensemble Practice
https://www.youtube.com/watch?v=F3MProEfS4w In This Episode Discover how implementing a unified advisor strategy and effective cross-selling techniques can significantly boost your financial advisory practice's success. Join host Kalem Mackey as he sits down with Rob LaCivita, Chief Operating Officer at JL Smith, and Chad Weigl, CFF, BPC, Senior Wealth Manager at JL Smith, to explore the immense...
Simplify Your Financial Planning Process with The Bucket Plan®: Step 2, Design
https://www.youtube.com/watch?v=DeYOKBUx-3c In This Episode About the episode: Join our hosts Jason L Smith, Dave Alison, and guest Bryan Bibbo, AIF, NSSA, BPC, President and CFO of JL Smith Holistic Wealth Management, as they continue their discussion on The Bucket Plan® holistic wealth management process. Building on the foundation established in the discovery phase, step two,...
Demystifying Medicare Planning: Your Gateway to Exceptional Service and Leads
https://www.youtube.com/watch?v=ze8TfxRr_wU In This Episode About the episode: Discover the critical role of Medicare in financial planning and how to leverage it as a powerful lead generation tool for your practice. Join guest host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, and special guest Gary Pelfrey, Director of Business Development at JL Smith Holistic...
Coloring Inside the Lines: Compliant Content Creation Best Practices for Financial Advisors
https://www.youtube.com/watch?v=_yLt23Mtqp8 In This Episode As a financial advisor, compliance and content creation go hand in hand. In this insightful episode, host and Chief Marketing Officer of Prosperity Captial Advisors, Matt Seitz, engages with Dustin Anaas, Compliance Analyst at Prosperity Capital Advisors, to explore the often-overlooked realm of compliance in financial marketing. Anaas, who reviews thousands...
Building a Thriving Practice Through Mentorship & Thought Leadership Part 2
https://youtu.be/g9FOOsXr0rY In This Episode So, you know you want to start mentoring to grow your firm. How can you set yourself and your future mentee up for success? In this insightful follow-up episode, host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, welcomes Art Snarzyk, President and Chief Turnover Terminator at Interview Advisors, to...
Debunking Social Security Myths: How to Help Clients Maximize Their Benefits Part 2
https://www.youtube.com/watch?v=BUN-Si_MrlI In This Episode About the episode: Dive deeper into the complexities of Social Security planning with part two of this enlightening episode. Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, head of Security Planning at OneTeam Financial, continues to unravel common misconceptions and shares advanced strategies that can significantly impact your clients' retirement outcomes. Listen as...
Lead Generation Through Video Creation: Top YouTube & Facebook Marketing Tips for Financial Advisors
https://www.youtube.com/watch?v=Gx1z2mP9_p4 In This Episode Discover how leveraging YouTube and Facebook can transform your marketing efforts and help you connect with your target audience more effectively. Join host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors as he sits down with Cary Chaitoff, Vice President of marketing and head of Prosperity's marketing agency, and Ericca...
Debunking Social Security Myths: How To Help Clients Maximize Their Benefits Part 1
https://www.youtube.com/watch?v=qOUBk1dEdHA In This Episode About the episode: Social Security is an incredibly important part of your client’s retirement planning, but it’s also incredibly misunderstood by advisors and clients alike. Uncover the hidden potential of Social Security planning as a prospecting tool and practice differentiator in part one of this eye-opening episode. Listen in as Ash...
Mastering Investor Psychology: Strategies for Financial Advisors to Keep Clients Invested
https://www.youtube.com/watch?v=Ngk-Q9EMW3k In This Episode You already know the effect emotions can have on your client’s investment preferences, but what about the effect it has on their portfolio performance? Join host Dave Alison and special guest Mark Peterson, Director of Market & Portfolio Insights at BlackRock, as they discuss the critical role of investor behavior in...
Mastering Investor Psychology: Strategies for Financial Advisors to Keep Clients Invested
https://www.youtube.com/watch?v=Ngk-Q9EMW3k In This Episode You already know the effect emotions can have on your client’s investment preferences, but what about the effect it has on their portfolio performance? Join host Dave Alison and special guest Mark Peterson, Director of Market & Portfolio Insights at BlackRock, as they discuss the critical role of investor behavior in...
Building An Authentic, Successful Brand: Lessons from An Advisor And Author
https://www.youtube.com/watch?v=VTU4mnfyvYk In This Episode More prospects are doing their research before seeking advice from a financial advisor. Establishing yourself as a thought leader can make all the difference in who they trust and choose when they need financial guidance. Discover how to create and establish your own brand of thought leadership in this episode hosted...
Life Insurance: How to leverage this Bucket Plan® Essential for Enhanced Client Protection
https://www.youtube.com/watch?v=-0KhL6J4h5M In This Episode About the episode: Do you consider yourself a holistic advisor or are trying to become one? Discover how you can fully leverage life insurance in your holistic financial planning approach and better serve your clients in this enlightening episode centered around Life Insurance Awareness Month. Join guest host Kirsten Schlumbohm, Vice...
AI for Financial Advisors: How to leverage AI as a strategic thought partner
https://www.youtube.com/watch?v=dKE0RKr7a-o In This Episode Your ability to think strategically is the difference between growing your business and going out of business. Discover how artificial intelligence (AI) can transform your financial advisory practice, by giving you the time and opportunity to focus your efforts where it matters most. Join Dave Alison as he sits down with...
Don’t Waste Your Money: How to Efficiently Follow Up on Leads as a Financial Advisor
https://www.youtube.com/watch?v=d5i7hoqGJ04 In This Episode Are you struggling to convert leads into clients for your financial advisory firm? Discover how to make the most of your marketing dollars by implementing effective lead nurturing strategies. Join Kalem Mackey, Executive Vice President at Prosperity Capital Advisors, as he sits down with Andrei Henson, Advisor Growth Specialist, and Desiree...
Recruiting the Next Generation: Creating Effective Financial Advisor Internship
https://www.youtube.com/watch?v=72xazhflTHs In This Episode Are you struggling to find and develop new talent for your financial advisory firm? Discover how implementing an internship program can be a game-changer for your business. Join Kalem Mackey, Executive Vice President at Prosperity Capital Advisors, as he sits down with Greg Hammer, President and CEO of Hammer Financial Group,...
Chat GPT for Financial Advisors, Part 2: Save Time and Generate Marketing Content with AI
https://www.youtube.com/watch?v=SeRpb_l-U1I In This Episode Dive back into the world of AI-powered marketing for financial advisors with this enlightening follow-up to our popular Chat GPT podcast. In part two of this conversation, host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, and Ericca Rivera, Paid Advertising Specialist & Social Media Coordinator, return to explore how...
