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Business owner clients face unique challenges when selling their companies, and advisors play a critical role in guiding them through mergers and acquisitions (M&A) transitions. Join host Dave Alison as he sits down with Stan Milovancev, CEO of Prosperity Capital Advisors and C2P, for part two …
College costs are quietly becoming one of the most significant threats to your clients' retirement security and advisors aren't having this conversation nearly early enough. In this episode, host Kirsten Schlumbohm sits down with Jeannie Burlowski, academic strategist and author of Launch! How to G…
Whether your clients are selling their businesses or you're navigating a merger and acquisition (M&A) transition in your own firm, the communication challenges are remarkably similar. Join host Dave Alison as he sits down with Stan Milovancev, Co-CEO of Prosperity Capital Advisors and C2P, to e…
When employers cut 401(k) matching, your high-earning clients face a critical planning moment. Help them adapt by learning how to audit their complete benefits package and redirect savings into overlooked opportunities like health savings accounts, deferred compensation, and mega backdoor Roth conv…
ChatGPT and other AI tools regularly get financial advice wrong, but your clients don't always know that. What do you do when they bring you analysis that contradicts your recommendations? Discover practical strategies for handling AI-influenced objections and using these tools proactively on your …
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Prosperity Capital Advisors, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.