About the Episode:
Picture this: a client sends you their ChatGPT conversation analyzing the strategy you just recommended, and the AI contradicts you with false information. As these tools become standard in how people research financial decisions, advisors need new approaches for maintaining trust when clients “fact-check” everything with AI.
In this episode, host Matt Seitz, Chief Marketing Officer at C2P and Prosperity Capital Advisors, 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 candid stories from his own practice about clients bringing AI-generated analysis to meetings, sometimes supporting his recommendations, sometimes contradicting them, and often just missing important context. You’ll hear how he’s adapted his communication approach to address this new dynamic, why he’s started using these same tools proactively before client meetings, and practical techniques for handling situations where clients present information that doesn’t align with your recommendations.
Key Topics Discussed:
Whether you’re already encountering this regularly or just starting to see it emerge, this conversation offers guidance for maintaining your role as trusted advisor in an era where clients have instant access to information, accurate or not.
Resources:
Training Referenced: The Bucket Plan® 2.0
About the Host:
Matt Seitz, is a Partner and the Chief Marketing Officer at C2P, with over 15 years of experience across finance, accounting, and professional services industries. He’s known for his expertise in strategic planning, digital marketing, lead generation, and content marketing. Matt’s approach centers on relationship marketing, prioritizing customer satisfaction through data-driven marketing plans with demonstrable ROI. In 2025, Financial Narrative 50 recognized Matt as one of the top 50 financial services marketing and communications professionals. WealthManagement.com also deemed him a finalist for CMO of the Year in 2023 for its industry awards. Furthermore, he was a finalist for ThinkAdvisor’s LUMINARIES for outstanding executive leadership.
In his role at C2P, Matt has played a pivotal role in optimizing marketing-sales funnels, driving digital growth, strengthening brand identities, and implementing effective content marketing strategies to propel leads through sales pipelines. He’s also an accomplished author and speaker, sharing insights on diverse marketing and business development topics.
As a member of the American Marketing Association, Matt continues to be at the forefront of innovative marketing practices and strategies within the financial industry.
About the Guest:
Dave Alison, CFP®, EA, BPC, is a seasoned financial planner and entrepreneur committed to elevating advisors’ businesses and planning capabilities. As the President and Founding Partner of C2P Enterprises, Dave drives a shared vision of simplifying financial planning for a global audience of one billion people. He leads the company’s growth strategies, shapes its corporate direction, and guides the executive team, demonstrating a remarkable ability to transform vision into reality.
Beyond C2P, Dave contributes his expertise to various leadership roles, including C2P’s Clarity Insurance Marketing, Valor Capital Management, Prosperity Capital Advisors, and Clarity 2 Prosperity, enhancing the financial landscape. Dave’s proficiency in integrating complex financial, tax, investment, insurance, and estate planning into comprehensive strategies led to the creation of Alison Wealth Management, which serves clients nationwide. A member of the Financial Planning Association®, Dave has consistently demonstrated his dedication and expertise, earning accolades such as the 2023 40 Under 40 recognition and won a ThinkAdvisor’s LUMINARIES award for Thought Leadership and Education at C2P.