How Financial Advisors Can Win Back Time Using AI Part 2

The event went great and everyone got their questions answered. So why is your calendar still empty? In part two of this episode on lead follow up, host Matt Seitz, Chief Marketing Officer and returning guest Andrei Henson, Advisor Growth Specialist at Prosperity Capital Advisors, dig into the planning that has to happen before the event if you want real ROI after it. From speed to lead to the follow-up call that gets people to book, this one is built to help you stop leaving opportunities on the table.Resources:Previous episode referenced: Lead Follow-Up for Financial Advisors: Speed, Skills, and Consistency

Are you generating leads but struggling to move them forward? The problem often starts earlier than you think. Join host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors and C2P, as he sits down with Andrei Henson, Advisor Growth Specialist at Prosperity Capital Advisors at C2P, for a practical conversation on what effective lead response requires. Together, they break down why so many advisors stall out after the first interaction, what it takes to build real momentum with prospects, and how to reframe outbound calling as a consultative conversation. From identifying where your sales funnel truly begins, to knowing when automation helps and when it costs you, this episode covers the full response picture: the mindset, the skills, the sequencing, and the systems.

Many advisors assume that if a client wants to refer someone, they will. That assumption could be costing you. Join host Kirsten Schlumbohm, Senior Vice President and Head of Sales Support and Relationship Management at Prosperity Capital Advisors and C2P, as she sits down with Gina Pellegrini, mentor and partner at C2P and founder of Pellegrini Team Consulting. With more than 40 years of experience coaching advisory teams, Gina brings a practical, no-nonsense perspective to one of the most underworked growth levers in the business. Together they walk through the systems, language, and team habits that help turn referrals from something occasional into something predictable.Resources:Book referenced: Fearless Referrals: Boost Your Confidence, Break Down Doors, and Build a Powerful Client List by Matt AndersonStatistics:According to a study cited in Fearless Referrals by Matt Anderson, only 11% of clients had been asked for referrals, yet 72% said they would happily recommend their advisor.

Are you putting money into Meta ads, following up on leads, and doing what you're supposed to do, but not getting results? In this episode, host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, sits down with his colleague, Cary Chaitoff, Vice President of Marketing, to talk through what factors are driving advisor marketing results right now. From how Meta has changed the way it delivers ads, to the full arc of a lead funnel from guides to live events, to the follow-up process that separates advisors who convert from those who don't, Matt and Cary cover the building blocks of marketing that compounds over time and what tends to get in the way of it.Resources:Seminar Marketing Partner referenced: AcquireUpNonprofit referenced: The American Financial Education Alliance (AFEA)

If you invest in lead generation, prospects may download guides, register for webinars, and raise their hands, but what happens next? Join host Matt Seitz, Chief Marketing Officer, as he sits down with Owen Brodhead, Digital Marketing Manager of C2P and Prosperity Capital Advisors, to explore the critical systems that turn interested prospects into scheduled conversations. Discover how to build clean lead flows matched to prospect intent, why speed to lead matters more than you think, and how branding consistency across every touchpoint influences trust before you ever speak to a prospect. From adapting follow-up rhythms for different campaign types to using storytelling instead of feature lists, this episode covers the fundamentals for advisors to convert more leads without adding stress or spend.Resources: Organic Growth Platform referenced: CatchlightEducational Workshops referenced: American Financial Education Alliance (AFEA)

Scaling your advisory practice requires a fundamental shift: moving from being the brand to building a brand that can thrive without you. In this episode, host Matt Seitz, Chief Marketing Officer at C2P and Prosperity Capital Advisors, sits down with Claire Dowdall, Director of Brand at Exactly What to Say, to explore how financial advisors can intentionally grow their business brand while maintaining the trust and authenticity clients expect. Claire shares insights from scaling Phil M Jones’, brand through 60+ certified guides, addressing the real questions advisors wrestle with: How do you transfer credibility and trust from yourself to your team? What happens when clients have always worked with you personally? In an industry where compliance constraints are tight and trust is everything, how do you show up authentically without getting overwhelmed by the pressure to be everywhere online? This conversation offers a clear path forward for advisors ready to build something bigger than themselves.ResourcesBook referenced: Exactly What to Say: The Magic Words for Influence and Impact by Phil M JonesCompany referenced: Exactly What to Say

AI tools have moved from experimental to critical in financial services marketing. Join guest host, Dustin Anaas, Compliance Analyst at Prosperity Capital Advisors and C2P, as he interviews his colleague, Gina Moravec, Podcast and Digital Media Manager, along with guest, Kailyn West, Marketing Coordinator at JL Smith Holistic Wealth Management. Together they break down practical insights from MAICON, Cleveland's Marketing Artificial Intelligence Conference. Listen as they share the latest on prompt engineering, tool selection, and ethical implementation. This conversation covers how to get better results from the AI tools you already use, which new platforms solve real problems, and how to maintain your authentic voice while leveraging automation. Resources:AI tools referenced (primarily for content creation):  ChatGPT , Google Gemini, Claude, Microsoft Co-PilotAI research and analysis tools referenced: Grok 4, Google Notebook LMAI video generation software referenced: HeyGenConference referenced: MAICON Conference Statistics:Adding brackets to email subject lines increases open rates by 14%, according to SubjectLine.com Newsletter

You've poked around with ChatGPT, saved a few prompts, and told yourself you're using AI. But experiments don't create habits, and without habits you'll never move from occasional timesaving to systematic transformation. Join host Jason L Smith as he continues his conversation with Tom Lambotte, CEO of AI Simplifier™, to discover why dabbling costs you and how structured habits can multiply your results. Hear how the advisors integrating AI correctly are already reducing client meeting prep from 60 minutes to 90 seconds and eliminating late-night follow-up emails entirely. Resources:Previous episode referenced: How Financial Advisors Can Win Back Time Using AI Part 1Program referenced: AI Simplifier™

You've watched the AI demos, signed up for the newsletters, and told yourself you're staying on top of this technology. But staying in learning mode has a cost that compounds every week. The firms that moved past the flashy presentations and figured out how to integrate AI into their actual workflow are already reclaiming hours you're still spending in the weeds. Join host Jason L Smith, as he sits down with Tom Lambotte, Founder of AI Simplifier™, to explore the critical distinction between using AI tools and learning to use AI correctly, and why that difference will separate thriving practices from struggling ones over the next 12 to 36 months.Resources:Programs referenced: Strategic Coach, Abundance 360, Front Row Dads

How you prepare your organization to use AI determines whether it becomes a productivity tool or another piece of abandoned software. Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, as she sits down with Luke Ripienski, CFP®, Chief Compliance Officer, and Dustin Anaas, Compliance Analyst, to explore how advisory firms can adopt AI without creating unnecessary risk. Learn how to identify high-value use cases in your practice, establish governance frameworks that work, and train AI to become a productive team member. From review processes to data exposure pitfalls, this episode provides the practical roadmap advisors need to implement AI with confidence.Resources:AI Platforms Referenced: ChatGPT, Gemini, Perplexity, Microsoft CopilotSoftware referenced: Zoom AI Companion, Zocks