About the Episode:
In a landscape flooded with AI-generated content and carefully curated personas, the advisors who build lasting relationships are the ones willing to show up as themselves. This episode explores why authenticity has become a competitive advantage, and what it takes to build a personal brand that connects rather than just impresses.
Alanah Phillips, founder of Advisor Launch Lab and author of Breaking Up With Your Broker-Dealer, joins Dave Alison, CFP®, EA, BPC, President of Wealth Management and Founding Partner at Prosperity Capital Advisors, to share what she’s learned working with advisors at every stage of their careers. From the role of self-awareness in brand building to how firm misalignment quietly erodes your business, your relationships, and your well-being, the conversation is direct, practical, and grounded in real advisor experience.
Resources:
About the Host:
Dave Alison is an accomplished financial planner and business leader committed to helping advisors expand their reach and improve the quality of their service to clients. In addition to being the President of Wealth Management and Founding Partner of Prosperity Capital Advisors. Dave leverages his expertise in all things financial planning, particularly taxes and solutions for high-net-worth clients, to educate financial professionals on best practices and ways to raise the bar in their own practices.
Guest Bio:
Alanah Phillips is not only a recruiter, speaker, she’s also the founder of Advisor Launch Lab and Break Up With Your Broker Dealer. She co-chairs The American College of Financial Services’ Next-Gen Advisory Taskforce and hosts the Nextgen in 10 podcast for up-and-coming financial professionals. Alanah focuses her time in the industry trying to make it a more transparent, colorful, and fun place for the next generation to work with the goal of helping her network make more money, have more fun, or both.
