Prosperity Capital Advisors Network

08/31/2026

Growth takes more than one strategy.

It takes strong leadership, smarter marketing, thoughtful expansion, and practical education advisors can put to work in their businesses.
That’s why we’re especially proud to share four finalist honors for the 2026 Luminaries Awards:

🏆 Stan Milovancev – M&A Leader of the Year
🏆 Dave Alison – Thought Leadership & Educational, Individual
🏆 Matt Seitz – CMO of the Year
🏆 Prosperity Capital Advisors – Thought Leadership & Educational, Firm

These recognitions span several of the areas we believe matter most to advisor success: building stronger businesses, navigating growth opportunities, and giving financial professionals the tools and education they need to serve clients more effectively.

Congratulations to Stan, Dave, Matt and the broader Prosperity team on the recognition.

08/26/2026

The financial fallout of losing a spouse goes well beyond the obvious.

In a recent InsuranceNewsNet feature, Dave Buckwald, Partner and Senior Wealth Manager at Prosperity Capital Advisors, walked through how advisors should prepare widowed clients for changes to their Social Security benefits and tax filing status, which are changes that are often overlooked in the early, emotional stages of loss.

For advisors, it's a practical reminder to build these conversations into your process early, while still giving clients the time and space to make big decisions when they're ready.

Read the full article here: https://bit.ly/46sPjxq

08/25/2026

Many advisory firms create holistic financial plans for their clients. But how many take the same approach to their own marketing?

Our Partner & Chief Marketing Officer, Matt Seitz, published an article in Wealth Management that explores why RIAs need to move beyond disconnected marketing tactics and build integrated strategies that educate prospects, build trust, and support sustainable growth.

From defining your ideal audience to aligning marketing with business development, Matt shares practical insights on what today's advisory firms need to compete in an increasingly digital landscape.

Read Matt’s full article here: https://shorturl.at/KlCFz

RIA firms need cohesive marketing plans that educate prospects and build trust, not just disconnected tactics and campaigns

08/24/2026

Many advisors are still auditioning for their clients without realizing it.

Taking too many meetings, saying yes to the wrong opportunities, spending time proving value to people who were never the right fit.

What top producers do differently — and a few other ideas from our annual advisor gathering:

A recap of the Prosperity Collegium 2026 in Cleveland: AI in practice, advanced planning strategy, growth training, & more across three days.

08/21/2026

Are you only talking to your retiree clients twice a year?

If your review cadence is January and December, you could be missing the window where the real planning happens.

Gregory Dillon, CFA, CFP, Partner and Senior Wealth Manager at Prosperity Capital Advisors, was featured in MarketWatch this month making the case for mid-year reviews.

A structured mid-year audit often surfaces 2-3 meaningful moves in under an hour.

Read the full piece: https://bit.ly/4c3Okal

08/20/2026

Social Security’s funding uncertainty is raising questions for clients nearing retirement, including whether it makes sense to claim benefits earlier than planned.

However, making a long-term claiming decision based on what may or may not happen can carry its own risks. For many retirees, Social Security is one of the few income streams they cannot outlive, making the timing of benefits an important part of the broader retirement income plan.

Ahluwalia, CFP®, Social Security planning specialist at Prosperity Capital Advisors Network, shared his perspective with Shell at Investor’s Business Daily on why clients should think carefully before claiming early and how advisors can help them prepare for different Social Security outcomes.

Read the full article here:

Deciding when to claim Social Security benefits should be a simple math exercise focused on longevity, taxes and income needs.

08/19/2026

Education, mentorship, and advisor success are at the core of everything we do.

That's why we're excited to celebrate Kirsten Schlumbohm, who has been named a finalist for Allyship Champion of the Year for the 2026 InvestmentNews Women to Watch Awards.

Her commitment to supporting women in financial services and helping advisors better serve women clients continues to make a meaningful impact across our profession.

Congratulations, Kirsten, on this incredible recognition!

08/19/2026

One of the biggest retirement psychology challenges advisors face? Fear of spending. AI is reshaping how advisors tackle these client mindset issues.

Dave Alison explored this at Horizons, showing why advisors who embrace AI will be better positioned to enhance their client experience and improve efficiency.

08/14/2026

Workshops you host should surface the problem, not solve it.

In this blog, our Chief Marketing Officer, Seitz, explains why answering every question from the stage often removes the prospect's reason to call you back.

In this blog, our Chief Marketing Officer, Seitz, explains why answering every question from the stage often removes the prospect's reason to call you back.

Read more: https://bit.ly/4w1Czbq
Read more: https://bit.ly/4w1Czbq

Your workshop ROI is decided in the days after the event. Here's what speed to lead and smarter content design look like in practice.

08/10/2026

A few things advisors in our network spent three days working through this summer: AI as a practice tool, protection planning as part of the process, and how top producers control who gets access to them.

Worth a read if any of those are on your mind:

A recap of the Prosperity Collegium 2026 in Cleveland: AI in practice, advanced planning strategy, growth training, & more across three days.