Looking to enhance the quality of your AI outcomes and your overall experience? Hear real examples from Dave Alison, FP®, EA, BPC, founder and CEO of Alison Wealth Management, and Maddy Grimm, Content Writer and Strategist at C2P and C2P’s marketing agency, of how advisors are using AI to brainstorm ideas, create marketing content, and explain strategies more effectively to clients. Plus, learn the seven key elements that make the difference between getting mediocre versus excellent results from AI tools.
Listen as guest Dave Alison walks through exactly how he used ChatGPT to quickly create personalized client communications about a Charitable Remainder Trust strategy – taking something technically complex and turning it into an engaging story that resonates with clients.
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About the Host:
Jason L Smith, CEP®, BPC is a father, husband, nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur dedicated to simplifying financial planning for families worldwide and supporting advisors everywhere. He is the Founder and CEO of C2P, as well as his own financial services practice, JL Smith Holistic Wealth Management. Jason’s passion and expertise lie in all aspects of holistic financial planning, further evidenced by being Founder and CEO of Prosperity Capital Advisors, a nationally recognized planning-first RIA. As a skilled leader in the financial services industry, Jason truly enjoys helping advisors secure and scale their businesses and better serve clients through C2P’s trusted processes and models. Jason L Smith is a father, husband, nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur dedicated to simplifying financial planning for families worldwide and supporting advisors everywhere. He is the Founder and CEO of C2P, as well as his own financial services practice, JL Smith Holistic Wealth Management. Jason’s passion and expertise lie in all aspects of holistic financial planning, further evidenced by being Founder and CEO of Prosperity Capital Advisors, a nationally recognized planning-first RIA. As a skilled leader in the financial services industry, Jason truly enjoys helping advisors secure and scale their businesses and better serve clients through C2P’s trusted processes and models.
About the Guests:
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 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.
Maddy Grimm is a Content Writer and Strategist at C2P and C2P’s marketing agency. She has over six years of experience crafting marketing and advertising copy and media across diverse industries including aviation, music, real estate, and healthcare. With a background spanning both agency and in-house settings, she specializes in creating compelling content that drives results while maintaining a strong focus on strategic communications and digital marketing.
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