On-Demand Webinars
Learn From the Advisors and Specialists Inside Prosperity Capital Advisors
Our on-demand webinar library covers the topics growth-oriented advisors care about most, from holistic planning processes and tax management strategies to practice succession and client acquisition.
Every session is led by practitioners inside Prosperity Capital Advisors who use these strategies in their own firms every day.
The Power of a 4-Step Financial Planning Process
45 minutes | Presenter: Kalem Mackey, CFP®, BPC, EVP, Prosperity Capital Advisors
Are you looking to streamline your sales process and increase your closing ratio? Kalem Mackey teaches you how to create a holistic planning experience you and your clients will love using The Bucket Plan® Best Interest Process: a proven, repeatable planning methodology.
The Marketing-Sales Gap Killing Your Growth (And 7 Fixes)
45 minutes | Presenters: Matt Seitz, Chief Marketing Officer and Cary Chaitoff, Vice President of Marketing, Prosperity Capital Advisors
You’re spending money on marketing. Leads are coming in. But they’re sitting in your CRM, never converting into actual clients. The problem is the gap between marketing and business development — and most advisors have no idea how to bridge it. Join Matt Seitz and Cary Chaitoff for the tools and processes to close that gap and level up as a solo advisor or ensemble practice.
Strategic Succession: Advisor Career Paths and Compensation
30 minutes | Presenter: Jason L Smith, CEP®, BPC, CEO and Founder, Prosperity Capital Advisors
A time will come when you need to step away from your firm. The Advisor Career Path is a way to structure your business so it continues to prosper without you whether you’re planning for an extended absence, a family transition, or retirement. Learn the process and put your mind at ease.
Master Client Acquisition With Strategic Tax Management
60 minutes | Presenter: Dave Alison, CFP®, EA, BPC, Founding Partner and President of Wealth Management, Prosperity Capital Advisors
Taxes can be a client’s greatest expense in retirement if they lack a tax-savvy advisor. Many advisors can provide a financial plan, but not all can provide tax management services that help maximize income and minimize taxes. Learn how to reach and retain wealthier clients through tax management.
How You Can Turn a $10/hr Intern Into a $41M Rainmaker for Your Firm
30 minutes | Presenter: Jason L Smith, CEP®, BPC, Chief Visionary | Executive Chairman & Founder, Prosperity Capital Advisors
Building a self-sustaining firm starts with developing the right people. Jason L Smith shares the process he used to transform his own practice and that turned a junior team member into his firm’s top producer. Learn how to duplicate and scale that process inside your own firm.
Why Is It Important To Charge Planning Fees?
45 minutes | Presenter: Dave Alison, CFP®, EA, BPC, President of Wealth Management | Founding Partner, Prosperity Capital Advisors
How do you monetize your wisdom as an advisor and why does charging planning fees matter? If you don’t feel you’re offering something genuinely different to your clients, it can be difficult to know where to start. This session explains the value of a holistic planning process, how to differentiate your services, and how The Bucket Plan® Best Interest Process makes charging for your services a natural next step rather than an awkward conversation.
Transform Tax Insights Into $1M+ Wealth Management Clients
45 minutes | Presenter: Dave Alison, CFP®, EA, BPC, President of Wealth Management | Founding Partner, Prosperity Capital Advisors
Attracting and retaining high-net-worth clients starts with offering something most advisors and tax professionals don’t: proactive, holistic planning that includes tax management. This session shows you how to differentiate your practice by helping clients maximize their income and minimize their taxes and why that positions you to serve wealthier clients at a higher level.
