The Bucket Plan® On-Demand Series

In this best-of compilation, Tom Lambotte, Dave Alison, Geoff Woods, and Prosperity Capital Advisors’ own compliance team share practical AI integration strategies from four recent episodes, covering prompt engineering, compliance guardrails, and firm-wide implementation. If you’ve been consuming AI content without applying it, this is where to start. Resources Mentioned The AI Driven Leader book by Geoff Woods: AI Leadership website: aileadership.com

Many of your clients have enough money to live the retirement they planned, but they're not spending it. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner at Prosperity Capital Advisors, as he sits down with economist and retirement income specialist, Tom Hegna. Together they walk through what the research shows about guaranteed lifetime income, the "just in case" mindset and what it costs clients in their retirement years, and how to frame that conversation in a way that land

Get a free copy of Jamie’s Book, Your Retirement Sketchbook: 125 Retirement planning Lessons from Financial Experts by visiting https://bit.ly/4f3Gzlg. Many financial planning conversations lean on spreadsheets, Monte Carlo projections, and pie charts, but Jamie Hopkins has built a career around a different approach: sketching. Join host Dave Alison, President of Wealth Management and founding partner at Prosperity Capital Advisors, as he sits down with Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CL

Authenticity has become one of the most powerful differentiators in financial advising, but it's also one of the hardest things to practice consistently. Join host Dave Alison, CFP®, EA, BPC, President of Wealth Management and Founding Partner at Prosperity Capital Advisors, as he sits down with Alanah Phillips, MBA, founder of Advisor Launch Lab and Break Up With Your Broker-Dealer. Together they explore what it looks like to build a personal brand rooted in genuine connection, why vulnerabilit

Many advisory firms say they serve everyone. What that often means in practice is a client experience built around a male default and a woman across the table who doesn't feel seen. Join host Kirsten Schlumbohm as she sits down with Lisa M. Hinz, founder of CORNHERSTONE, to talk about what how to design your firm for women on purpose. They cover why 80% of women leave their husband's financial advisor after a spouse passes, what widowhood looks like today, and how to audit your existing client j

What do ultra-high-performing financial advisors do differently? According to Carlos M. Garcia, founder of Exceed Sales, it comes down to three things: communication mastery, deep curiosity, and obsessive preparation. In this episode, host Dave Alison, founder of Alison Wealth Management and Partner and Co-President at C2P and Prosperity Capital Advisors, sits down with Carlos to unpack the habits, mindset shifts, and specific language techniques that top-performing advisors use to help win more