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 explore both sides of the M&A conversation. Stan brings over 30 years of leadership experience, including overseeing a $70 billion RIA platform at CBIZ Investment Advisory Services where he participated in hundreds of M&A transactions. This conversation revisits his concept of the "muddy middle,” that dangerous space where firms are too big to stay tightly focused yet too small to achieve meaningful scale, and examines how this same dynamic affects clients across industries who are contemplating their own exit strategies.

Resources:

• Episode referenced: Evaluating M&A Opportunities: Essential Questions for Advisors

Statistics:

• Fidelity 2024 M&A study found 40% of clients felt significant uncertainty about advisory firm transitions

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 end. Join host Matt Seitz, Chief Marketing Officer at C2P and Prosperity Capital Advisors, as he sits down with Dave Alison, Founder and CEO of Alison Wealth Management and President and Founding partner of C2P and Prosperity Capital Advisors. Dave shares his real experiences from recent client meetings where ChatGPT-generated analysis created misconceptions. Learn how to proactively address AI-influenced objections before they arise, communicate effectively when clients present contradictory information, and leverage these same tools to strengthen your planning process and client communications.

Resources:

• AI referenced: ChatGPT
• AI Software for Financial Advisors referenced: Zocks
• Training Referenced: The Bucket Plan® 2.0

Major life transitions often become inflection points in advisor-client relationships, moments where trust either deepens or dissolves. Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, as she sits down with Grace Nicholson, BPC, founder of Akamai Advisors, to explore why women fire their advisors after major life transitions and what you can do differently to help prevent it. From proactive relationship-building strategies to adjusting your communication during critical moments, discover how to demonstrate empathy and expertise when they matter most.

Ressources:

• Books referenced: The Psychology of Money: Timeless lessons on wealth, greed, and happiness by Morgan Housel, Die With Zero: Getting All You Can from Your Money and Your Life―A Revolutionary Approach to Maximizing Life Experiences Over Accumulating Wealth by Bill Perkins, The Wealthy Gardener: Lessons on Prosperity Between Father and Son by John Soforic
• Processes mentioned: The Bucket Plan® and The Tax Management Journey®

Statistics:

• $125 trillion in assets is expected to transfer from Baby Boomers to younger generations over the next two decades.
• 57.9% of millennials have changed advisors or hired one for the first time after receiving significant inheritance.