Prosperity Capital Advisors Network

07/16/2026

The way you follow up can make or break the opportunity.

Prosperity marketing leadership members Cary Chaitoff and Matt Seitz discussed a bold follow-up strategy and the importance of timing and directness in driving action at our annual Prosperity Collegium, formerly known as the Mastermind Collegium. This flagship event is a gathering of skilled advisors and their teams to hear from thought leaders on what is new, now, and next in the industry.

07/15/2026

The way your clients think about their future selves may have a bigger impact on their financial decisions than you realize.

In this clip from the Bucket Plan® On-Demand podcast, Dave Alison and Jamie Hopkins explore the research behind future self c***ection and why people often view their future selves like a stranger. They discuss how helping clients build a stronger c***ection to who they'll become can influence the financial choices they make today.

It's a simple concept with powerful implications for every advisor looking to create more meaningful client conversations.

Listen or watch the full episode:
🎧https://bit.ly/4w5NC4r
💻 https://bit.ly/4fnJtlh

07/14/2026

The most effective strategies are often the simplest.

Dave Alison, President of Wealth Management, shared how The Bucket Plan brings simplicity to financial planning conversations at our annual Prosperity Collegium, formerly known as the Mastermind Collegium.

07/10/2026

Many annuity objections aren't really about the annuity. They're planning conversations in disguise.

In her latest blog, Kirsten Schlumbohm, BPC, explores three common objections:

1. Fees
2. Liquidity
3. Surrender charges

and explains how a planning-first approach can help advisors reframe these discussions and better communicate the role annuities can play in a retirement income strategy.

Read the full blog: https://bit.ly/4vPki1P

07/09/2026

As AI continues reshaping the technology landscape, investors are looking beyond headlines to understand which companies are positioned to create lasting value.

We're proud to see Dave Alison, CFP, EA, BPC, President of Wealth Management at Prosperity Capital Advisors, join Schwab Network to discuss why Alphabet remains a core player in the AI ecosystem.

Watch the full interview here: https://bit.ly/4eUxRXS

Dave shared his perspective on the company's long-term investment case, highlighting the strength of its cloud business, AI infrastructure, and disciplined approach to evaluating both opportunity and risk.

Helping clients navigate evolving markets requires balancing conviction with discipline. Dave's conversation underscores the importance of looking beyond short-term market moves and focusing on the long-term fundamentals driving portfolio decisions.

Alphabet (GOOGL) has taken a step back recently, says Dave Alison, but you need to zoom out to see how strong the company has become when it comes to its stock and balance sheet. He'll have his eyes on earnings and ways the Mag 7 giant will expand its AI capabilities, especially through cloud and Go...

07/09/2026

Ed Slott’s 2-Day Instant IRA Success Workshop is officially underway in Brooklyn!

We're excited to join financial advisors from across the country for two days of learning with Ed Slott & Company as they break down 2.0, changing rules, and the One Big Beautiful Bill Act ( ).

If you're attending, come say hello to our Advisor Growth Specialist, Andrei Henson, and learn more about what it means to be a part of Prosperity Capital Advisors.

07/08/2026

The best events don’t end when the presentation is over. They create curiosity that leads to the next conversation.

In Part 2 of this lead follow-up discussion, Chief Marketing Officer Matt Seitz and Advisor Growth Specialist Andrei Henson explore how financial advisors can build momentum before, during, and after an event.

From creating the right expectations with attendees to having a follow-up process ready before the room clears, they share strategies to help advisors keep prospects engaged and turn interest into appointments.

Learn how to create an event experience that leaves people wanting more.

Listen or watch the full episode:
🎧 https://bit.ly/4ybSnee
💻 https://bit.ly/4ytOYaX

07/06/2026

A few days out from our free webinar on July 9th.

If you've been trying to figure out how to attract better talent, develop the people you already have, or build a team that performs without you managing every detail — this one is worth 45 minutes of your time.

Matt Seitz and Rob LaCivita are walking through the core of the Teamwork Movement framework live.

Register here: https://bit.ly/4uUltfi

07/01/2026

If your follow-up starts after the event ends, you may already be too late.

In part 2 of this conversation, Chief Marketing Officer, Matt Seitz, sits down with Advisor Growth Specialist, Andrei Henson, to discuss why effective lead follow-up starts before the event begins and how planning ahead can help financial advisors turn more attendees into appointments.

From speed to lead and prequalification to follow-up scripts that convert, this episode offers practical strategies to help advisors maximize event ROI and create a stronger process for client acquisition.

Listen or watch the full episode
🎧 https://bit.ly/4p0OKDG
💻 https://bit.ly/44HtsS4

06/30/2026

The best client insights are often hiding in plain sight.

Following your clients and prospects on social media can help you stay c***ected to the moments that matter most, creating more meaningful opportunities to engage and strengthen relationships.

Matt Seitz and Cary Chaitoff shared how advisors can use social media to deepen client c***ections and uncover valuable CRM insights.

Recorded at Prosperity Collegium, formerly the Mastermind Collegium.