Many advisors are using AI tools for basic tasks, barely scratching the surface of what these platforms can do. Join guest host, Dustin Anaas, Compliance Analyst at Prosperity Capital Advisors and C2P, as he sits down with his colleague, Gina Moravec, Podcast and Digital Media Manager, and guest, Kailyn West, Marketing Coordinator at JL Smith Holistic Wealth Management, to unpack their experience at MAICON, Cleveland’s Marketing Artificial Intelligence Conference.
The conversation covers practical implementation strategies, from getting better results with the tools you already have to evaluating which new platforms are worth your time. Gina and Kailyn share insights on prompt construction, data analysis capabilities, and the ethical considerations around AI use. You’ll hear about maintaining client trust while leveraging automation, understanding how search behavior is changing, and finding the balance between AI efficiency and the human connection your clients expect.
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About the Host:
Dustin Anaas is an accomplished and versatile professional with a diverse background in video, podcasting, and new media. Dustin currently serves as a Compliance Analyst at C2P Enterprises, a position that reflects his commitment to achieving results and his expertise in compliance communication. His career has been marked by various roles, including Office Manager at Kern Landscape Resources, Marketing Manager at AutoVitals, and General Manager at BlueDrone, where he managed order fulfillment operations, reduced costs, and enhanced brand awareness. Notably, as Director of Video Production, Dustin founded and led the company’s video department, producing a wide range of content and managing YouTube channels that generated over 50 million organic views and 100,00 for unique subscribers. With a Bachelor of Arts in Communication Arts from the University of Wisconsin-Madison, Dustin Anaas is a dynamic professional with a passion for delivering results and fostering positive relationships in the workplace.
About the Guests:
Gina Moravec is C2P and Prosperity Capital Advisors’ Podcast and Digital Media Manager, where she manages everything from concept and guest acquisition through recording, editing, distribution, and performance analytics. In her previous role at the Cleveland Clinic, she helped manage over 15 podcasts by overseeing scheduling, audio post-production, and listener engagement tracking. Gina has also voice acted for over a decade for various online projects and companies, and you may occasionally hear her on some of Prosperity Capital Advisors and C2P’s projects.
Kailyn West graduated from the University of Central Florida and is currently the Marketing Coordinator at JL Smith Holistic Wealth Management. In her role, she supports campaign development, orchestrates cross-channel content, and drives brand visibility through data-informed storytelling. During her academic career, she honed her skills in content creation, audience research, and performance analytics, and now she brings those strengths to a fast-paced team environment. Kailyn’s hands-on experience with AI tools makes her a practical resource for advisors looking to modernize their marketing.