Advisor Resources
Coffee Break with Prosperity: How to Provide 5-Star Client Service
https://www.youtube.com/watch?v=_L1cbkCrFYw In This Episode From hotels and restaurants to financial advisory firms, the key to creating a maintaining a successful business remains the same — providing exceptional or “5-star” client service. Host Dave Alison, CFP®, EA, BPC, President and Founding Partner of Prosperity Capital Advisors, and special guests discuss the art and impact of...
Coffee Break with Prosperity: How High-Performing Advisors Leverage The Bucket Plan® Book
https://www.youtube.com/watch?v=qrVCxLzASeE In This Episode Can a best-selling book really create versatile opportunities for financial advisors to streamline client communication and improve marketing tactics? Host Jason L Smith, CEP®, BPC, author of "The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement," and Founder and CEO of Prosperity Capital Advisors, and Dave Alison, CFP®,...
Coffee Break with Prosperity: Optimizing Your Financial Advisor Ads on Social Media
https://www.youtube.com/watch?v=pG8SeWF_FQk In This Episode Whether you’d like to begin running paid social ads or could use guidance on your current social media efforts, our Prosperity Capital Advisors subject-matter specialists are here to share their best practices and tips to help you reach the right people in your audience at the right time. Host Matt Seitz,...
Sustainable Practice Success, Part 2: Organic Business Development
https://youtu.be/b5-RTdLPcug?si=iR02eGWPYLhn7Fyv In This Episode Join trailblazing figures in the financial services industry, including Jason L Smith, CEP, BPC, and the Founder/CEO of Prosperity Capital Advisors and JL Smith, and Philip Palaveev, CEO of The Ensemble Practice and G2 Leadership Institute, to finish their chat on the best financial advisory firm practices for sustainable success. Through...
Sustainable Practice Success, Part 1: Career Path & Compensation Models
https://youtu.be/xAF-oJrSn_g?si=R2DuO9l0d-iL9xmy In This Episode Join industry leaders Jason L Smith, CEP, BPC, Founder, and CEO of Prosperity Capital Advisors and JL Smith, along with special guest Philip Palaveev, the founder and CEO of The Ensemble Practice, as they delve into the concepts and strategies used to create sustainable financial advisory practices. In this engaging episode,...
Coffee Break with Prosperity: Navigating Long-Term Care Insurance Conversations & Solutions
In This Episode In honor of November, Long-Term Care Awareness Month, host Kalem Mackey, CFP®, BPC, Executive VP of Insurance Distribution at Prosperity Capital Advisors, and special guests, Ali Swofford PhD, CLU, ChFC, President of Prosperity Partners Wealth Management, and Carol Schmidlin, CFF, MRFC®, President of Franklin Planning, delve deep into the topic of long-term...
