About the Episode:
What does it take for an advisor and a distribution partner to build a relationship that elevates client outcomes and grows a practice? In this episode, host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P and Prosperity Capital Advisors, sits down with Kalem Mackey, Executive Vice President at C2P and Capital Advisors, to answer that question head-on.
Kalem brings a perspective few in the industry can offer. He has spent nearly 25 years working on both sides of the advisor-distribution relationship, running his own wealth management firm before joining the distribution world. That lived experience shapes everything he shares in this conversation, from the communication breakdowns that quietly damage partnerships to the operational practices that keep them running smoothly.
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About the Host:
Kirsten Schlumbohm is the Vice President, Head of Annuity Sales at C2P and Prosperity Capital Advisors. She has over 15 years of industry experience, in which she’s served as an insurance and annuity wholesaler, sales trainer and leader, and financial advisor. In addition to her life and health insurance licenses, she holds her Series 66 and a degree from Iowa State University.
While a frequent host on The Bucket Plan® On Demand podcast, Kirsten primarily serves as the host of A Woman’s Clarity® roundtable and forum — a platform dedicated to empowering women in and around the financial services industry.
About the Guest:
Kalem Mackey is the Executive Vice President at C2P and Prosperity Capital Advisors and the founder of Superior Financial Planning, a holistic wealth management firm in Arvada, Colorado. He has more than 20 years of experience as a sales manager, insurance wholesaler and financial advisor. His professional philosophy is grounded in helping American families realize their financial aspirations. Working closely with advisors and our insurance distribution partners to serve needs and provide exceptional overall experiences and an insurance platform is where he excels. He leverages his skills in his roles while managing both sales and operations.
Additionally, Kalem is a Bucket Plan® Best Interest Process trainer. He provides advisors like you with coaching and sales support, helping you deliver in-depth, comprehensive solutions. He frequently speaks at C2P and industry events, providing expertise in the retirement income planning and tax management areas.