Advisor Resources

https://www.youtube.com/watch?v=8UYSLBJ-FvA In This Episode Do you struggle to set or maintain goals throughout the year? Learn from accomplished advisors as they discuss their strategies to make every quarter as productive as possible. Prosperity's hosts, Matt Seitz, Chief Marketing Officer, and Carl Smith, founding partner and advisor ambassador, are joined by guests Christian Cordoba, CFF, founder...

https://www.youtube.com/watch?v=l2dW8wYxVFw In This Episode About the episode: 80% of investors believe that their financial advisors should prioritize minimizing their taxes but only one in five advisors offer their clients tax management services.* Join Dave Alison, CFP®, EA, BPC, and guests, Greg Hammer, CEO and President of Hammer Financial Group, and Charles Welde, CPA, CFP®, founder...

https://www.youtube.com/watch?v=SjvyTk5Ljbg In This Episode Life insurance has many benefits and applications, but do you know these advanced strategies, like how to structure a policy to act as an asset class? Join Kalem Mackey, CFP®, BPC, Executive Vice President at Prosperity Capital Advisors, and special guest Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior VP of Advanced...

https://www.youtube.com/watch?v=8D7bNqscXTs In This Episode About the episode: If you're used to advising those closer to retirement, you’re probably wondering how you can adapt financial planning strategies like The Bucket Plan® to younger clients as well.   Join Dave Alison, CFP®, EA, BPC, President and Founding Partner of Prosperity Capital Advisors and Alison Wealth Management for...

About the episode: Discover how to design personalized, comprehensive financial plans for your clients using The Bucket Plan® process with insights from Jason L Smith, CEP®, BPC, Founder and CEO of Prosperity Capital Advisors and JL Smith Holistic Wealth Management, and Dave Alison, CFP®, EA, BPC, President and Founding Partner of Prosperity Capital Advisors and...

https://www.youtube.com/watch?v=l7bg-y5_c-I In This Episode If you’re wondering what tools or structures you can use in your financial advisory firm to run your practice more efficiently, you’ve come to the right place! Join Jason L Smith, CEP, BPC, Founder and CEO of JL Smith Holistic Wealth Management and Prosperity Capital Advisors, as he leads a conversation...

https://www.youtube.com/watch?v=wqrukbypnvo In This Episode With as much as 88% of new business coming from referrals*, it’s more important than ever for financial advisors to enhance their client acquisition and retention efforts for sustainable growth. Join host Jason L Smith, CEP®, BPC, Founder, and CEO of Prosperity Capital Advisors and JL Smith, and renowned author, speaker,...

https://www.youtube.com/watch?v=tFLWZBKNscA In This Episode About the episode: Looking for advanced financial planning techniques to serve your high-net-worth clients? Join host Jason L Smith, CEP®, BPC, Founder and CEO of Prosperity Capital Advisors and JL Smith Holistic Wealth Management, as he welcomes and discusses impactful strategies with two new team members, Stoyan Petev, CFA, CFP®, CLU,...

https://www.youtube.com/watch?v=VmgDbLNJ4CI In This Episode The most successful businesses have close relationships with centers of influence (COI) —  well-connected people or groups that can boost your reputation by recommending you to others. Join host, Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, and guests, Dave Buckwald, CEO and founder of OneTeam Financial, and Gary Pelfrey,...

https://www.youtube.com/watch?v=e4CWCu5drtk In This Episode Anyone or advisor can deliver a presentation, it’s how you deliver that presentation that makes all the difference. Join host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, and guest Josh Friberg, founder of Your Event Elevated, for part two of their conversation on tips and tricks to engage and...

https://www.youtube.com/watch?v=ozbA7c69Dww In This Episode Are you comfortable meeting with clients and prospects but lack confidence when hosting in-person or online events? Join host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, and guest Josh Friberg, founder of Your Event Elevated, to learn how to enhance your public speaking skills and confidence while presenting, regardless...

https://www.youtube.com/watch?v=dMmydC9tr_w In This Episode Looking to improve your operational efficiency? Nurture future advisors? In this 100th episode of our Coffee Break with Prosperity series, we delve into the crucial task of building a support team that not only meets your expectations now but can exceed them in the future as an advisor. Host Jason L...

https://www.youtube.com/watch?v=1E6fQ37XTv0 In This Episode Are you a financial advisor looking to expand your client base and enhance your service offerings through educational workshops? Join Dave Alison, CFP®, EA, BPC, President and Partner at Prosperity Capital Advisors, and Bryan Bibbo, AIF, NSSA, BPC, Lead Advisor and Partner at JL Smith Holistic Wealth Management, for an in-depth...

In This Episode If you’re wondering how you can leverage the latest in digital marketing to drive your financial practice forward, you have to understand how and when your customers interact with your brand. In this second part of this topic’s series, Cary Chaitoff, Vice President of Marketing at Prosperity Capital Advisors, alongside Chelsea Konst,...

https://www.youtube.com/watch?v=8C1lFhVLi8E In This Episode About the episode: Almost half of the people in the U.S. enjoy listening to podcasts, and about 75% of them listen because they want to learn new things*. Podcasting provides a unique opportunity for financial advisors to share valuable insights and knowledge with their clients and attract even more. Join host...

https://www.youtube.com/watch?v=GZOYOKYVBag In This Episode About the episode: Life insurance can help protect clients and their families in more ways than you might think.  In honor of “Insure Your Love” month, we’re exploring how life insurance can play a pivotal role in securing your clients' financial futures. Join host Dave Alison, CFP®, EA, BPC, President and...

https://www.youtube.com/watch?v=skZNwPME7WU In This Episode About the episode: As one accomplished advisor describes, “if you have a tax plan [for your clients] and we are implementing that tax plan with them and for them through tax management — you've got a client for life.” Discover the power of tax management with host Dave Alison, CFP®, EA,...

https://www.youtube.com/watch?v=XXprbnT1YHE In This Episode Before you can create a marketing strategy or content to promote your firm, you need to assess your brand messaging and ensure what you’re promoting is cohesive, compelling, credible, and consistent. Host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, is joined by Alana Kohl, an accomplished publicist, author, and...

https://www.youtube.com/watch?v=eQefOuHPr5A In This Episode Many financial advisors struggle to create content efficiently, let alone content that engages and resonates with every type of lead in their marketing funnel. In this Coffee Break with Prosperity Capital Advisors, Kirsten Schlumbohm, Vice President of Annuity Sales, hosts Cary Chaitoff, Vice President of Marketing, and Chelsea Konst, Content Marketing...

  About the episode: Learn a simplified approach to asset allocation that clients will actually understand. Host Dave Alison, CFP®, EA, BPC, President and Founding Partner of Prosperity Capital Advisors, discusses the revolutionary concept of bucket planning with special guest Jason L Smith, CEP®, BPC, Founder and CEO of Prosperity, author and pioneer of The...

https://www.youtube.com/watch?v=ELpkw7s-QuI In This Episode Ensuring compliance in financial communications is crucial, especially when developing marketing-related content.  In this "Coffee Break withProsperity Capital Advisors," host Kalem Mackey, CFP®, BPC, Executive VP of Insurance Distribution and Partner, and guests discuss the challenge of balancing creativity and engagement on social media with the strict regulatory requirements set by...

https://www.youtube.com/watch?v=eqsDs5N290o In This Episode Whether you're looking to hire a new paraplanner or supercharge your lead generation efforts, setting a goal for yourself or your firm makes you 43% more likely to achieve them.* Learn how to set realistic goals for your firm with help from Matt Seitz, Chief Marketing Officer and Partner, and Becca...

In This Episode With 2024 on the horizon, we are proud to present "Prosperity's Top Podcasts of 2023.” Here, we share with you excerpts of our three most popular episodes from our podcasts to round out the year as a celebration of 2023 as we look ahead. 1. Coffee Break with Prosperity: How to Kickstart...

In This Episode Finances, especially retirement planning, can be confusing to the average person, so it’s important to break it down in a way clients can easily understand. In this episode, host Dave Alison, CFP®, EA, BPC, President and Founding Partner of Prosperity Capital Advisors, speaks with top advisors at one of Prosperity’s Mastermind Collegium events...