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Prosperity Capital Advisors Network

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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.

10/29/2026

What makes a client glad to pay your fee?

As Ed Slott explains, people want to pay for value received. When what they're getting is perceived to be worth a lot more than what they're paying, that difference is the value.

Can your clients see that difference in your practice?

Hear Ed Slott, CPA, break it down in the latest episode of The Bucket Plan On-Demand Podcast, "Tax Planning as a Growth Engine," along with Dave Alison, Charles Welde, Jeff Warnkin, and Greg Hammer on how advisors can use tax planning to stand apart and grow their practice.

It's live today.

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

Apple Podcasts: https://apple.co/4ipOivI
Spotify: https://bit.ly/3VZTZcx
Prosperity Capital Advisors Network YouTube: https://bit.ly/4By6egC

Ideas to help you grow your practice, and we're glad you're here.

10/28/2026

How do you differentiate your practice and justify your fee?

Fee compression is pushing many advisors to rethink how they show their value. In this week's episode, advisors who built their business around forward-looking tax planning share how they did it, from cutting a 600-return prep practice down to 350 to landing a $3.7 million prospect after one conversation about tax management.

The next episode of The Bucket Plan On-Demand Podcast, "Tax Planning as a Growth Engine," features past conversations with Ed Slott, CPA, and Dave Alison, CFP®, EA plus Charles Welde, Jeff Warnkin, and Greg Hammer. They share how tax planning can help advisors differentiate, deliver quantifiable value, and grow their practice, even if they don't prepare tax returns.

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

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

Apple Podcasts: https://apple.co/4e2eH1x
Spotify: https://bit.ly/4iiFgAF
Prosperity Capital Advisors Network YouTube: https://bit.ly/4e2eCuL

Ideas to help you grow your practice, and we're glad you're here.

10/27/2026

Phased retirement isn't only a lifestyle story. It's a tax-planning story too.

Greg Dillon, partner and senior wealth manager at Prosperity Capital Advisors, told Financial Planning some of his clients are required to retire at 60 and become consultants. A smaller income can put them in the 0% capital gains bracket, and he said "that could be the ideal time" to realize gains.

For advisors, the practical step is to map the lower-income years before the client leaves full-time work. That lets you sequence capital gains and Roth conversions on purpose rather than by accident.

Read more here: https://bit.ly/4iHBHFw

10/26/2026

Take a peek behind the curtain! Something good is coming to our podcast.

Our team has been hard at work soundproofing the room and putting the equipment together in our revamped studio, and we're so excited for you to see what we've been building.

We're also bringing The Bucket Plan® On-Demand and Rainmaker Multiplier On-Demand together under one roof. We'll share more soon, and we can't wait to tell you all about it.

Until then, we're putting together compilations of past episodes and sharing them on The Bucket Plan On-Demand channel, so keep listening.

That's where you'll hear the latest as things unfold.

Apple Podcasts: https://apple.co/4Bkp8at
Spotify: https://bit.ly/4iA9H6M
Prosperity Capital Advisors Network YouTube: https://bit.ly/4ebNYjd

Stay tuned. We're just getting started.

10/24/2026

Entrepreneurial advisors and office owners aren't just looking for a financial framework; they're looking for a real answer to a question they've quietly worried about.

At our last Prosperity Collegium, L Smith, CEP®, BPC, Chief Visionary, Executive Chairman & Founder of Prosperity Capital Advisors, shared his perspective on what happens to your clients, your team, and your legacy if you couldn't run your practice tomorrow.

This is one of the reasons practice succession planning was built into how Prosperity works with advisors.

See what this could look like for your practice
👉 https://bit.ly/477qqYE

10/23/2026

There's no perfect time to call prospects. There's only the time you protect on your calendar.

In this video, Andrei Henson shares that consistency matters more than any specific time slot. If 10 to noon isn't working, try 8 AM. Try 4:15 later in the week. Different prospects, different niches, different pickup patterns. Adjust and keep testing.

The only wrong answer is taking no action.

Watch the full video → https://bit.ly/47ArHaY

10/22/2026

Clients do not hire your tools.

At our 2026 Prosperity Collegium, Dustin Anaas, Compliance Analyst at Prosperity Capital Advisors, shared how AI can strengthen how quickly, thoroughly, and confidently advisors show up for clients.

10/21/2026

December 31 doesn’t move. And for your clients with RMDs, Roth conversion decisions, and QCDs on the table, the window to act is shorter than it feels.

Join Dave Alison, CFP®, EA, BPC, and Ed Slott, CPA, live on November 19 for Advisor Playbook: Turning Year-End Deadlines into Client Wins. Leave with a practical framework for turning required year-end conversations into retention and referrals.

Register here: https://bit.ly/4z3JjrQ

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

Address

30400 Detroit Road, Ste 201
Westlake, OH
44145

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+18882401923

Website

https://prosperitycapitaladvisors.com/advisors/

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