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Prosperity Capital Advisors Network Prosperity Capital Advisors is a destination advisory firm built by advisors, for advisors. We share thought leadership, planning

Our mission is to educate, train, grow, and support holistic wealth managers so we can help families achieve true prosperity. C2P is an RIA-grounded organization that focuses on simplifying the financial planning process for advisors and their clients. Led by financial advisors, coaches, mentors, and business leaders, C2P supports and empowers financial advisors in holistic methods and proven processes that help their businesses thrive.

Newsletters, tutorials, and apps downloaded but never put to use. Is your firm stuck in AI learning mode? "AI, Without t...
10/20/2026

Newsletters, tutorials, and apps downloaded but never put to use. Is your firm stuck in AI learning mode?

"AI, Without the Hype," the latest episode of The Bucket Plan On-Demand Podcast, pulls key moments from four recent conversations with Tom Lambotte, Dave Alison, Geoff Woods, and Prosperity Capital Advisors' compliance team.

You'll hear how to use AI as a thought partner on client case work, set compliance guardrails that support firm-wide adoption, and turn what works into prompt libraries and playbooks your team can reuse.

If you've been consuming AI content without applying it, this is a good place to start.

It's out now, so don't miss it.

Listen on Apple Podcasts, Spotify, or watch on YouTube.

Apple Podcasts: https://apple.co/4BolgWf
Spotify: https://bit.ly/4BhhUUI
Prosperity Capital Advisors Network YouTube: https://bit.ly/47wmQYl

10/19/2026

Call. Voicemail. Text. Advisors often ask Andrei Henson why follow-up needs all three instead of just one.

His answer, from The 15-Touch Playbook. Each channel reaches a different version of the same person. Some people only listen to voicemails. Some delete every voicemail but read every text. Others just need to see your name a few times.

Same message, same ask, three ways to land it. That's the strategy behind the cadence, not repetition for its own sake.

Watch the full episode → https://bit.ly/4yWOR7n

Where clients save can shape their tax bill as much as what they own. We're proud to see Greg Dillon, Partner and Head o...
10/18/2026

Where clients save can shape their tax bill as much as what they own.

We're proud to see Greg Dillon, Partner and Head of Financial Services at Prosperity Capital Advisors, share in MarketWatch his "three funnels" framework: pretax, tax-advantaged and post-tax accounts, each taxed differently.

For advisors, this is an easy way to explain tax diversification to clients. It moves the conversation beyond stocks, bonds and cash toward the order of money and the flexibility to choose where to draw each year.

Read the full article here: https://bit.ly/3VKyrQU

10/17/2026

Why leave a voicemail if most people delete them anyway? Andrei Henson has a different way of thinking about it.

Andrei Henson shares that no single voicemail is meant to land a callback on its own; it sets up the text that follows. Under thirty seconds, just long enough to land the hook.

Not for the callback. For the story it builds across the sequence.

Part of The 15-Touch Playbook. Watch the full episode → https://bit.ly/4jTJrp2

Strong leadership is built on a commitment to helping others grow.We're excited to celebrate Schlumbohm, who was recent...
10/16/2026

Strong leadership is built on a commitment to helping others grow.

We're excited to celebrate Schlumbohm, who was recently highlighted in We Admire's Leadership Spotlight Series!

Through her dedication to mentorship, advisor education, and empowering women in financial services, Kirsten continues to make a positive impact across our profession.

Congratulations, Kirsten! We're proud to see your leadership recognized.

Read the full feature here: https://bit.ly/4zFopzf

10/16/2026

Messy data isn't a reason to stall on AI.

As firms rush to collect as much data as possible, it's easy to feel overwhelmed by a CRM that isn't perfect. Kailyn West explains why the answer is to start small, make steady progress, and then focus on keeping your data accurate as you go. Like eating an elephant, it's done one bite at a time.

At the 2026 Unbound Conference, Kailyn shared how firms can move past the frustration and build a stronger data foundation without starting over.

Watch or listen to the full conversation here: https://bit.ly/4ztIoke

As AI changes how firms attract and serve clients, we want to understand what’s working, what’s worth adopting, and how ...
10/15/2026

As AI changes how firms attract and serve clients, we want to understand what’s working, what’s worth adopting, and how to do it responsibly in a regulated industry.

That’s why Matt Seitz, our Chief Marketing Officer, and Andrei Henson, Advisor Growth Specialist, attended MAICON 2026 in Cleveland this week.

We show up to events like this because the advisors we support deserve a team that’s always sharpening its thinking on marketing and growth.

10/15/2026

Is your firm struggling with AI because of the tool, or the training?

Tom Lambotte says firms jumping straight to a "magical" AI product are failing, because no one is being taught how to work with it. He says firms that build AI into the way they work can save 10 to 20 hours a week collectively.

The latest episode of The Bucket Plan On-Demand Podcast, "AI, Without the Hype," shares past clips featuring Tom Lambotte, Founder of AI Simplifier, and Dave Alison, CFP®, EA, plus Geoff Woods and Prosperity Capital Advisors' compliance team. They share practical guidance on prompt engineering, compliance guardrails, and firm-wide AI adoption for advisors.

It's live today.

Listen on Apple Podcasts, Spotify, or watch on YouTube.

Apple Podcasts: https://apple.co/4B7ClTW
Spotify: https://bit.ly/4B51EGj
Prosperity Capital Advisors Network YouTube: https://bit.ly/4ijS7ns

10/14/2026

Intent decays over time. That's the whole case for calling within 24 hours of a prospect's first action.

Andrei Henson tells Matt Seitz the pain point is at its peak the moment someone raises their hand. Every hour that passes, that window closes a little. Calling fast isn't aggressive. It's meeting them where they are.

One heads up from Andrei: most of that first outreach lands as voicemail. Be ready and make it count.

Watch the full episode → https://bit.ly/4dGc8lz

10/13/2026

AI can sound confident and still be wrong.

When AI is connected to incomplete data, it may produce answers that look right but aren't. The difference comes down to the context you provide, not just the tool itself.

Steven Phillips shared why firms should stay focused on human connection as they adopt new automations and technology. In the relationship business, tools should support the client experience, not replace it.

Watch or listen to the full conversation here: https://bit.ly/4jjbcXY

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