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Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!

Developed by Jason L Smith, this podcast takes you through strategies for multiplying your revenue, net profit, lines of business, capabilities, efficiencies, most valuable relationships, and top producers — your rainmakers. Join our rotating host lineup for exclusive insights on everything from structuring your practice, marketing best practices, compensation frameworks, and how to navigate the modern world of compliance.

Dave Alison and Greg Dillon, both CFP® professionals and wealth managers at Prosperity Capital Advisors, host a show about how living well and funding it turn out to be the same question. Every other week they take the decisions people usually handle separately and put them back together: when to claim Social Security, what longevity does to a retirement plan, how stress and health shape what the money is actually for. Sometimes with a guest, sometimes just the two of them. Whether you are decades away from retirement or already in it, you are welcome here. Honest conversations, no scripts.