AI use continues to evolve but while most leaders have moved from doing nothing to basic tactical use, few have embraced AI as a true strategic partner. In this follow-up conversation, we explore how financial advisors can harness AI’s full potential for business growth and operational excellence.
Listen as host Dave Alison, President and a Founding Partner of C2P and Prosperity Capital Advisors, and Matt Seitz, Chief Marketing Officer at C2P, interview Geoff Woods, founder of AI Leadership and author of The AI Driven Leader, Discover real-world examples from Woods’ work with C-Suite executives, including his innovative “AI Board” concept where he created personality profiles of business leaders like Steve Jobs and Warren Buffett to advise on specific challenges.
Key Topics Discussed:
Whether you’re already using AI tools or looking to take your current applications to the next level, this episode provides a roadmap for leveraging artificial intelligence as a true strategic advantage in your advisory practice.
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About the Hosts:
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 and a Founding Partner of C2P and the Founder and CEO of Alison Wealth Management — his own financial services firm — he is also the President and Founding Partner of Prosperity Capital Advisors, an acclaimed planning-first RIA. 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.
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:
Geoff Woods is the founder of AI Leadership and author of The AI-Driven Leader: Harnessing AI to Make Faster, Smarter Decisions. Geoff’s mission is to help leaders harness AI to grow their businesses, outpace competition, and increase productivity. With a background in tech startups and executive leadership, Geoff has become a specialist in helping businesses integrate AI strategically. He previously served as Chief Growth Officer & AI Executive Champion at Jindal Steel & Power Ltd., where he drove AI adoption across a global organization of 100,000+ employees. Prior to that, Geoff co-founded and led ProduKtive, a training company based on the bestselling book The ONE Thing. He holds a B.A. in Business/Economics with an Accounting Emphasis from UC Santa Barbara and has completed certifications in AI for Business and AI Prompt Writing.